Documentation Series

Learn About VISP App Dashboard

My Visp

Update your VISP Profile to ensure that your statements and portals contain your contact information. Setup your automated payment to VISP and view your account history. To open this panel, go to the Menu, select General, and click on My VISP.

My Visp - Update your VISP Profile to ensure that your statements and portals contain your contact information.

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User Authentication (MFA / SSO / Email)

This feature aims to enhance the security of Visp by implementing a Single Sign On (SSO) and Multi-Factor Authentication (MFA) mechanism with an Email Login Notification feature. SSO allows users to log in once and gain access to the Visp Web App without needing...

Scheduled Emails

Email scheduling can be divided into two categories -- based on their triggers and purpose . Timed Trigger Scheduled sending involves time-based emails. These messages are sent on specific dates and times chosen by the user. A use case is the ability to deliver emails...

Add and Remove Users in Visp

Adding new Users to the system is easy. Here are typical roles and permissions when you add new users to Visp: Standard users can add customers, bill them, send notifications, create tickets, add equipment, and assign packages or services. Technicians are standard...

Internationalization: Language and Currency

If your ISP is located outside the United States, let the Visp Client Success team know to update your account with supported currency and language options. Developers can then modify the Account Manager and sign-up page to display languages like Spanish and French....

My Profile

The My Profile section in your My Visp page is crucial. Here, you can update your profile picture, name, password, and email. This information is important because as you make changes in the system, it's saved in logs and transaction history, including edits to...

Welcome to Visp!

1. Here's an overview of your Onboarding Journey Important Tips for Your Portal and Email Settings During Onboarding 2. VIEW PAGEWhite-Label your VISP Account Manager and Signup Portal White-label your VISP Signup Portal or Account Manager link To point a domain or...

Configure Email Settings and Send Email Messages to Your Customers

1. Click the nine-dot menu in the upper right corner to open the Visp Admin Page. 2. Click on General. Select My Visp   3. Click on the pencil icon in the Primary Contact section. 4. Separate additional email addresses with commas in the "Email" field. 5. Save...

How to Reset Your Visp Web App Password

1. Go to the Login Page 2. Click on "Forgot your password?" 3. Enter your Username 4. Type in highlight 5. Click on Password Reset 6. Click on highlight 7. Click on Request Reset Link 8. Click on 2 new 9. Click on VISP Password Reset link 10. Click on Print all 11....

How to Access Your RingCentral/Glip Live Support Channel

1. Open RingCentral.com on your browser. 2. Click on Create your free account 3. Click on 16 or older 4. Enter your company email address. 5. Click on Sign up 6. Click on Activate your RingCentral Video account 7. Click on Activate account 8. Input your First Name 9....

Add New Employees to VISP

To View, Search, and Manage Current Users Go to the Menu Click on Users To search for a specific user, type the name, username, or IP address in the search field. You can filter to see All Users or switch between Active and Inactive users. You can set the user as...

Invoicing

Your billing system is made easier with VISP — just take note of these important items: There are now two types of billing cycles in VISP - Fixed and Flexible. Fixed billing means you schedule invoicing to happen on a specific day of the month for all of your...

Auto Actions

Auto actions are simply automated actions, designed to streamline recurrent processes such as non-payment suspension. Automating them would ensure consistency and lessen the chances of error. To set it up, go to the Main Menu > Billing Tab > Auto Actions. Tick...

Payment

Accounting Controls Accounting controls allow you to select different options when closing invoices and affect how statements will be displayed. To access it, go to the Main Menu >  Billing >  Invoicing > Accounting Controls. Closing an Invoice Toggle or...

Forms

Personalize the appearance of your invoices, statements and receipts, which includes adding logos and personalized messages. To access it, go to the Main Menu > Billing Tab > Forms Invoice Message – Message that will appear in subscribers’ invoices. Statement...

Time Zone

For UBO or desktop (Java) version, refer to this link. Set the time zone being used by your ISP to customize the date and time logs throughout VISP. Go to the Main Menu > General > My Visp > Timezone   Select from the available time zone options listed...

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