How to add Users

How to add Users

  1. Click Settings > Users
  2. Under “Add New User”, enter the requested information
  3. Click “+Set Permissions”
  4. Select an option: Standard or Admin
  5. Optional: Check the “Plan Coordinator” box under Admin

There is only one Plan Coordinator per office. That person functions as the liaison between VisionHQ and your office. They will receive the bulk of the correspondence from us pertaining to the progress and momentum of your membership plan, and will be the ultimate Membership Plan Guru.

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