ViewSonic Knowledge Base


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Migration overview

Overview

The migration to the ViewSonic Account system marks a major step forward in unifying the user experience across all ViewSonic software platforms, including myViewBoard, Manager, ClassSwift, and TeamOne. This update is designed to streamline authentication, enhance security compliance, and provide centralized access to ViewSonic services under a single, consistent account system.


With this transition, users will experience a modernized login interface, a unified UI for managing subscriptions and profiles, and improved role-based access tailored to each product. While familiar features and permissions remain intact, administrators will gain more flexibility in managing entities and services independently across platforms.


This shift also lays the foundation for future platform integrations and enterprise-level enhancements. By consolidating identity management under the ViewSonic Account, we're creating a scalable framework that enables smarter access control, seamless user onboarding, and an elevated brand experience across the entire ViewSonic ecosystem.


Timeline

Date Action
Mar 13 Finish data test
May Release of data connection bridge (internal SSS and PG)
May 19 Stage Account to regions for testing
June 2 Banner Notification for entities to get familiar with upcoming changes
June 9 Email notification
May to 
June
Feedback from regions communication (how to improve communication and what info to provide)
Introduction to top entities (TBD)
July 7 Launch



Changes in Sign in

Users will be able to access both myViewBoard and their ViewSonic Account from two different locations. After signing in, the experience will vary slightly:

  • myViewBoard.com will direct users to a new dashboard, designed to compile all ViewSonic software services and align with the unified ViewSonic software interface.
  • The ViewSonic Account portal will show general account information.


From myViewBoard.com, users can:

  • Access myViewBoard-specific settings by clicking the myViewBoard tile.
  • Access their account configuration via the top-right corner of the page.



Apps




The header area in myViewBoard contains a button for the APP menu. The new APPS menu allows access to all the available services based on the user's account tier. 

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Avatar

 



The Avatar menu has been revamped with a new user interface, with several features moved to the ViewSonic Account platform for improved account management.

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Before vs. After: Avatar Menu Changes

Your account and entity management will be handled through the following URL, which serves as the central account system for ViewSonic. 



You can think of it as the higher-level management platform for all ViewSonic-related services. As a result, clicking on Manage Account, Manage Entity, and My Subscriptions will always redirect to cloud.viewsonic.com.



Changes in myViewBoard


myViewBoard settings





Before: After signing in, users could access myViewBoard settings immediately. 

Now: After signing in, users will land on a new unified dashboard. 


To access their myViewBoard settings: 

  1. Click the myViewBoard tile within the dashboard.
  2. This should take them to the myViewBoard Settings page.



As part of the transition to ViewSonic Account, some UI and navigation changes are being made to improve PII handling and Security:


  • Transferred. The Account, Email Notification, and Security sections are removed from the myViewBoard menu and transferred to the ViewSonic Account Settings link.
  • Relocated. Items under the myViewBoard group (e.g., Preference, Bookmarks, Backgrounds, Magic Line Pen, Shape Pen) are relocated under the Settings nav group.
  • Removed. The myViewBoard group itself is removed.
  • Added. A new item, myViewBoard Admin Settings, is added under Management.
  • Added. Several new entries (e.g., What's New, Knowledge Base, Support & FAQ, Community, Professional Development, etc.) are added under Resource and Tool nav groups.
  • Moved. The "myViewBoard Name setting" from Preference will move to the avatar section.
  • No functional changes are being made — just navigation restructuring for clarity and alignment with the new account framework.
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myViewBoard Admin settings




These settings will be only available for the persons who have Admin permission in myViewBoard. 


As part of the transition to ViewSonic's Entity Management, the former myViewBoard Entity Management has been renamed to myViewBoard Admin settings to reflect the split in responsibilities: 

  • ViewSonic now manages entities, while 
  • myViewBoard manages whiteboarding settings only.


Updates to Admin Navigation

  • Transferred: Domains and SSO have been removed from myViewBoard and are now managed under ViewSonic Entity.
  • Reordered: Users, Software Instances, MSP, Apps & Cloud Services, Bookmarks, and Firewall Whitelisting remain but reordered for better usability.
  • Retained: Entity List remains as is (visible only if an entity hasn't been selected).
  • Repositioned: Subscriptions, Manager, and Insights are still available but have been moved to the bottom of the navigation.


These adjustments are intended to clarify the new division of management between ViewSonic and myViewBoard, while improving the overall admin experience.


How to access 

From the dashboard, click the three dots of the myViewBoard tile, or click myViewBoard.

  • You can change roles from Admin to User. This role change will only apply to myViewBoard settings. 


Top Changes

  • You will still be able to view users within the entity from myViewBoard Admin settings, but the ability to add or remove users has been moved to ViewSonic Entity Management (SSO Entity).
  • It is now possible to be an admin in myViewBoard without being an admin in the ViewSonic entity or Device Manager. This separation provides greater flexibility and more granular control over access to specific myViewBoard services.
  • Subscriptions will be accessible from ViewSonic Account.


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ViewSonic Account


ViewSonic User Account 




Previously, users could manage their personal information directly through the myViewBoard account settings by clicking on Account. This functionality has now been migrated to the ViewSonic Account portal.


The ViewSonic Account will serve as a central access point and security gatekeeper for all user accounts across ViewSonic software services. As part of this change:


  • The Account, Email Notification, and Security sections are removed from the myViewBoard menu.
  • These settings will now be available and managed through ViewSonic Account settings.


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ViewSonic Entity Management





Important

This console is only available for organizations with an Entity account. To request one, please refer to the "Request for an entity account" guide.


Relevant tasks on the portal previously called myViewBoard Entity Management has been moved to the ViewSonic Entity Management Console as the highest level in the entity's management hierarchy.


The ViewSonic Entity Management Console acts as a centralized dashboard that gives administrators full control over their organization's settings—such as a school, company, or institution registered under a ViewSonic Entity account.



Key Actions in the ViewSonic Entity Console

  • Batch Upload users for quick onboarding
  • Add or Delete Users as needed
  • Assign Admin Roles within the ViewSonic Entity console:
    • Policy Admin
    • Subscription Admin
    • Role Admin
    • User Admin



Important

These roles apply only within the ViewSonic Entity console. myViewBoard and Manager roles must be managed separately from their respective platforms.



How to Access the Console


Option 1: Through Entity login page

  1. Go to: https://cloud.viewsonic.com/entity
  2. Click Sign In (top right corner).
  3. Log in using your Entity admin credentials.
  4. You will be directed to the Entity Management Console.


Option 2: Through myViewBoard

  1. Sign in at myviewboard.com using an admin account.
  2. On the dashboard, look for and select the Entity Management tile.
  3. If the tile is not visible, you may not have admin rights. Please check with your administrator or ViewSonic representative.



Admin tasks in the console

The console includes several key sections:

  • Overview. View general information about your organization's entity account.
  • Domains. Add, manage, or remove domains associated with your entity.
  • Users. Add or remove users who belong to your organization.
  • Subscriptions. Review your current plans, including any add-on services.
  • Admin Roles. Assign specific administrative roles and permissions to users.

 

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New in Entity Management


Users




All user-related tasks like user batch upload, delete, and sync which were previously done in the myViewBoard entity management portal has been moved to the Users page. The Users page in the ViewSonic Entity Console lets admins import users in three ways:


  • Auto-Sync via SSO: Connect your Google Workspace, Microsoft Entra ID, or Microsoft SCIM to sync users automatically.
  • CSV Upload: Bulk add users by uploading a CSV file using the provided template.
  • Manual Add: Add individual users by entering their first name, last name, and email.



How to Access

  1. Go to https://cloud.viewsonic.com/entity
  2. Sign in with your admin credentials
  3. Click Users from the side panel



Important

SSO setup requires admin access to Google or Microsoft environments. Enable mailboxes before syncing to ensure users receive notifications.



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Admin Roles




The Admin Roles page allows you to assign specific permissions to users already added to your Entity. Each role grants access to manage different parts of the Entity Console.


Warning

These roles only apply to ViewSonic Account Entity Management. myViewBoard and Manager will have their independent role policy.



Assign or Remove Roles

  • Click the role you want to manage
  • Use the Assign members option to add users
  • To remove users, select their names from the list and click Unassign members



Available Roles


Role Description
Domain Admin Manage domain registration
User Admin Add or remove users
Subscription Admin Manage subscription settings
Role Admin Assign or update admin roles



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Knowledge Base

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