This support article is targeted toward new customers of VisualSP, specifically:
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- The IT team who will be deploying VisualSP across your organization
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- Users who will be administering VisualSP as the Subscription Administrator
IT Team
VisualSP can be installed, or deployed, in a variety of ways. Your deployment approach will depend upon whether or not your organization is using Microsoft 365.
If your organization will be using Microsoft 365, you will need to deploy our browser extension in order to view our Help tab. As a best practice, we recommend deploying VisualSP as a custom action onto your SharePoint Online environment even if you will also need to deploy our browser extension.
For a full explanation of your deployment options, read through the VisualSP Installation / Deployment Options support article for guidance.
Subscription Administrator
The Subscription Administrator is responsible for managing the VisualSP application. Subscription Administrators have full access to the subscription and can do the following:
- Manage users
- Manage permissions for all app scopes and create/delete security groups for all app scopes
- View analytics
- Edit/Add/Delete all help items and groups
- View draft items
Manage My Subscription
As a Subscription Administrator you have access to the Manage My Subscription option in the hamburger menu:
The VisualSP Management screen has 6 tabs:
In the Look and Feel section, you can change the VisualSP tab icons to make the application blend in better with your environment.
You can also display the help tab on the suite bar, replace the tab text, change the default tab position, update the application title, and enter an email address to receive copies of any feedback that is submitted by your users through our application.
On this page you will also find additional information, some of it read-only, about your subscription, such as your license expiration date, number of users your license allows, your license type, the name of the primary contact listed on your subscription, and a list of content packs included with your subscription.
Applications
You can use VisualSP on any web-based application and create your own custom help items that will display in that application. Detailed instructions are available on our Adding App Scopes to other applications support article.
Permissions
On the Manage Permissions page you can set up groups for App Administrators and Editors. Click the green "Add Group" button, give it a name, select the role from the drop down, specify a scope, and add one or more users. Click Save. Learn more about managing permissions here.
Users
The Manage Users page will show you who is using VisualSP. If you have more users than the number of licenses, you can block unwanted users. You can also import or export users.
Help Items
The Help Items page lists all of the Help items available through your subscription.
Analytics
The Analytics page gives you detailed specifics about VisualSP usage. Learn more about Analytics here.
Support
The Support tab will take you to our Support Portal where you will find lots of additional Help articles on installing, configuring, customizing, and using VisualSP.