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VSM has two tiers of user management

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A DashboardOnly user can only view dashboards where 'Sharing' is set to Public on the Dashboard Settings page. When logging on they will be directed to the Dashboards Landing page. Clicking on a dashboard name will give the user the option to Open that dashboard.

  • When the user logs in they will land the user on the Dashboard landing page 
  • The user is able to open and view any dashboard that is set to public.

Creating New Users

To create or edit accounts you must have Administrator permissions. 

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  • The user will be emailed an invite link, which they must activate in the next 24 hours, before it expires. 
  • Their email address is the Login ID
  • Once the user has accepted the invite, the administrator can further configure their access and assign them specific roles as needed. 




Service Partner

The Service Partner feature allows a Business Partner to outsource part, or all of the service management work to another Business Partner. This arrangement could be a full out-source of all work, just an occasional overflow, for geographic coverage, or on a pre-determined time-of-day basis. Time-of-day allows a Business Partner to offer extended hours of coverage, for example customer issues can be attended to 24 x 7 (without having to invoke a call-out) by engaging a SP who is based in another time zone. Time-of-day is invoked only within workflows.


Within VSM, being a Service Partner is an attribute extension to being a Business Partner. A Service Partner cannot create users for a customer that is shared with them using this feature.


Account Settings


Policies around Multi-Factor authentication, password settings, and session timeouts can be configured at a customer level, and applied to all users for by default. 

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