NOTE: These options are only available to Admins. If you do not have access to this menu, but need to make configuration changes, please reach out to your Project Lead, or contact support@inphronesis.com.

Manage Project Menu

Your inVision project is configured using the Manage Project option within the Settings menu.

This will bring you to the Manage Project page, which has multiple tabs to set different configuration settings, including:

  • General Settings - such as notifications, enabling functionality such as public links and self-registration.

  • Email - to define email templates and subscriptions.

  • Manage Data - to manage project data, such as categories, team views, and project links.

  • Manage Users - to create and manage users and invitation requests.

General Settings

The General Settings tab allows you to set up some of the key items for your project.

  • Notifications Box - Add a custom notification to the top of the project home page and set its importance level (and color).

  • Login from Another Device - This setting creates a notification on the project home page to simplify logins from a user's mobile device.

  • Document Upload Notification - Enter an email address of the person that should receive notifications when a user uploads a new document.

  • "NEW" Badges - Set the number of days the system will use to highlight new items on the project homepage.

  • Public Links - Enable or disable public links, and set when those links expire.

  • Registration - Enable or disable self-registration for specific email domains. NOTE: the whitelist needs to be setup by emailing support@inphronesis.com.

Email

The Email tab allows you to define the project lead, default email settings, email templates, and email subscription lists.

  • Email Settings - Set the project lead, Reply To Name/email, default BCC settings, Alert Prefix, and custom email signature.

  • Default Welcome Emails - Use the system defaults, or customize the different templates sent to new users when they are added to the project.

  • Create Post via Email - Define an email address for the project that allows users to email content that will create a draft post in the project.

  • inVision Subscriptions - Define whether users can manage their own subscriptions. You can also build custom email lists to use for sending alerts and documents.

Manage Data

The Manage Data tab allows you to set key project and project data.

  • Categories - Define Categories for your project posts and reorder them as needed. Build custom Team Views that show a subset of Topics and Categories for different types of users.

  • Key Links - If key links are added, a Key Links widget will be shown at the top right of the project home page.

  • Public Links - Enable/disable public links and set how may days before they expire.

Manage Users

The Manage Users tab allows you to add users, manage invites, and review analysts assigned to your project.

  • Manage Users - Create, update, and remove users from the project.

  • Manage Invite Requests - Approve or Reject invites that other users have created for the project.

  • Assigned Analysts - Review the Analysts that are assigned to your project.

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