General

Using Envisio

• Envisio Accessibility FAQs
• Best Practices: Accessibility for Dashboards
• Backdating Updates
• Envisio AI FAQs
• How to: Activate and Archive
• How To: Manage Folders

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Manage Employees

• How to Add Employees
• View and Edit an Employee's Record
• Manage Pending Email Invitations
• How to Reassign Owned Plans Assignments
• Deactivate an Employee's Account
• Reinstate an Employee's Account

New Features, Enhancements and Fixes

• What's New? May 26, 2026
• What's New? April 28, 2026
• What's New? March 3, 2026
• Program Announcement: Envisio Advocacy Program
• Feature Release: Grant User Impersonation Access
• Feature Release: Envisio AI Assist

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Single Sign On

• Setting Up Single Sign-on Using Microsoft Entra ID, formerly Azure AD
• Setting Up Single Sign-on Using Active Directory With ADFS and SAML