Adding new clients to Vision

Setting Up a New Client

The setup process is managed through the Accounts service, which handles user and organisation creation.

1. Create the Client Organisation

   In Accounts, create a new organisation entry for the client. This establishes the client’s top-level entity used by Vision and other configured applications (Analytics, etc.). 

2. Add Users to the Organisation

   Within the client’s organisation in Accounts:
   • Create one or more user accounts for the client’s team members.
   • Assign the necessary roles and permissions according to project requirements.
   Vision uses these user permissions from Accounts to determine access levels. 

3. Verify Access

   Once the organisation and users are created:
   • No additional configuration is needed in Vision.
   • Vision automatically retrieves access details from Accounts, which in turn checks Wayfinder for screen and project associations.
   • Any screen Plus IDs in analytics sent to Vision are stored as-is (Vision does not validate these IDs directly).

4. Test and Confirm

   To confirm setup:
   1. Log in as the new client user.
   2. Confirm that Vision displays the expected projects, screens, and playout data.
   3. If access is incomplete, review user permissions in Accounts or screen associations in Wayfinder.