Table of Contents

InVision

Yasuhiro Miyoshi Updated by Yasuhiro Miyoshi

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An account with administrator privileges is required for linkage.

Advance Preparation

How to log in to inVision

Enter your e-mail address and password on the inVision login page to log in.

Get workspace key

After log in to InVision , open the Team Account menu on the left menu, and go to Settings> Principal Settings .

Go to Principal Settings. Save the Team domain as it will be the workspace key .

Integration setup

Search with Invision on the integration screen of the Admina by Money Forward.

Enter the workspace key obtained in the previous step, the email address and password with administrator privileges, and click Link.

If the link is successful, the registered user information will be displayed in the account list.

If it does not complete normally, edit it from the status tab of the integration screen and try the linkage again.

If you can't solve it, please contact us via chat 🙏

How did we do?

ISM CloudOne

Intercom

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