Topics

1. Create an InLoox Account
2. Invite your Team to InLoox
3. Assign User-Licenses
4. Set Permissions
5. Set InLoox Login Method
6. Accept an Invitation to an InLoox Account
7. Install InLoox for Outlook
8. Install InLoox On-Prem
9. Profile and Account Settings

PLEASE NOTE If you have already created an InLoox trial account, you can skip steps 1-5 and proceed directly to 6.

1. Enter login.inloox.com in your browser. Please make sure that you are using a current browser version.
2. Click on Create Account. Enter your first name and last name as well as your email address. Choose a password that consists of at least 8 characters including letters, numbers and special characters.

   

   

3. Accept the terms and conditions and the privacy policy.
4. Click on Create Account.
5. You are redirected to InLoox Web App at www.app.inloox.com and can invite your team to your InLoox account.

You will immediately receive a confirmation email with your login data. Never share this email with third parties!

     6. Click on the activation link in the confirmation email to access all the features of your InLoox account.

     7. To check if the activation was successful, click on your profile picture at the bottom left, then click on My Profile in the right side panel. Under Profile Details, it says VERIFIED next to your email address.

PLEASE NOTE The person that creates the InLoox account automatically holds all administrative permissions. You can change these permissions in InLoox Web App in the settings.

PLEASE NOTE You either need administrator permissions to invite other people to your InLoox account. Or your InLoox administrator has activated the permission Allow users to invite people to this account in the InLoox settings for all users of your account.

1. In InLoox Web App, click on your profile picture in the bottom left corner.
2. Click on Invite User.

   

3. In the Invite User dialog window, select the basic permissions for this person:
   • Inherited by role: the person gets permissions based on the project role they hold. This person cannot change any settings for the InLoox account. This is the default selection recommended by InLoox.
   • Read all projects: The person gets all permissions for all projects and project data but cannot change any settings for the InLoox account.
   • Full permissions: This person gets administrator permissions. This means that this person can read and edit all projects and project data, as well as change all settings in the InLoox account. Only an administrator can give this permission to another person. TIP Always appoint two people as InLoox administrators, so that at least one person in the company is always available in case settings need to be changed or new people need to be provided with user licenses.

     

      4. Click on Invite. The invited person will receive an email with a link to your InLoox account.

After you have invited a person to your InLoox account, you have to assign a user license to them. You do that in the application settings.
PLEASE NOTE You need to have administrator permissions to assign licenses. Read this help article for further information on the distribution of user licenses.

1. In InLoox Web App, click on your profile picture in the bottom left corner.
2. Click on Account Settings.
3. Click on User Management on the left. Here you can find all details about available and assigned licences.
4. Newly invited users have a Read-Only access by default. To now assign a license to users, change the access for corresponding persons from Read-Only to Read & Write. The prerequisite for this is that you have enough free user licenses available.

You need to set three different types of permissions: user-based permissions for the people invited to your InLoox account. Role permissions for the different project roles, and division permissions for people who may access projects in divisions other than their own. You do this in the settings under Permissions.

TIP If you have never set InLoox permissions before, read the InLoox Permissions help article first for detailed information and examples.

1. In InLoox Web App, click on your profile picture in the bottom left corner.
2. Click on Account Settings.

   

3. Click on Permissions on the left.
4. Click on the Users tab.
5. Select the person and assign permissions for the entire InLoox account under the Global tab first. These permissions apply to all InLoox areas across all projects.
6. Then, under the Divisions tab, set the permissions that the person will receive for projects assigned to another division.

   

You should also set the permissions for the InLoox users‘ assigned project roles.

1. Under Permissions, click on Roles next to the Users tab. Now you can define which permissions a person gets when they take on the role of
   • Project manager
   • Team member
   • Partner
   • Customer or
   • Other in a project.

     

The role permissions are added to the user permissions. A person with very limited user permissions can thus obtain full editing rights in a project as soon as they assume the role of project manager, for example.

PLEASE NOTE If you do not see any projects in the project list and you cannot create a project, contact your InLoox administrator (the person who created the InLoox account or has the administrator rights).

TIP For quality management, you should deactivate the Delete project comments and Delete own project comments permissions. This way you ensure the integrity of your project diary for audits.

For more information and tips, see the help article InLoox Permissions.

You can choose how to log in to your InLoox account:

• Log in with your email address
• Log in with your Microsoft 365 account

To choose the login method, follow these steps:

1. In InLoox Web App, click on your profile picture in the bottom left corner.
2. Click on My Profile on the top.

   

3. Open the Settings tab.
4. Under Login Method, you will see the email address for your InLoox account. Below that you can reset your password if necessary. Email address and password are the default login to your InLoox account.

   

If you prefer to log in with your Microsoft 365 account, click Connect under Linked Accounts.

IMPORTANT Make sure you are already logged into your Microsoft 365 account in the browser!

When somebody invites you to an InLoox account, you receive an email invitation. Please, check your spam folder, should you not find this email in your inbox.

1. The invitation email contains the email address that was used to invite you to your company's InLoox account. To log in, click on Login.
2. You will be redirected to InLoox Web App where you enter your email address and create a password. The password must consist of at least 8 characters, including letters, numbers and special characters.
3. Click on Log in.

You will now see the project list. If you do not see any projects, contact the administrator of your InLoox account. They may have to give you additional permissions.

InLoox currently offers two different types of integration with Outlook, which you can use to process your emails and calendar entries directly from Outlook in InLoox. Since February 2024, the InLoox for Outlook Modern Add-in is the successor to the classic InLoox for Outlook COM add-in.

Please note We recommend using the Modern Add-in in combination with InLoox Web App. Learn more »

The system requirements and installation instructions can be found in the separate help article: Load InLoox for Outlook Modern Add-in »

Alternatively, you can install the classic COM add-in using the following instructions:

1. Download the InLoox Windows Clients Installer file from the InLoox website: https://www.inloox.com/support/downloads/product-releases/
2. The file InLoox_for_Windows.exe will be downloaded to your device.
3. Run the file by double-clicking on it. The installation wizard will start.
4. Agree to the Licensing Terms to start with the installation.
5. Check Install InLoox for Outlook if you want to install the Outlook client as well. By default, only the InLoox for Windows App is installed. This is not linked to Outlook and works independently of Outlook. 
6. Click Install.
7. Depending on the operating system configurations, the User Account Control dialog box appears. Click on Yes.
8. InLoox will now be installed. When the setup is complete, click Start. Outlook will now start. IMPORTANT Make sure that Outlook is closed for the installation.
9. The InLoox installation wizard will now open. Click on InLoox Cloud and then on Next. If you have an InLoox On-Prem subscription, then select InLoox On-Prem and click on Next.
10. InLoox will now open your default web browser on the login screen. Log in with your email address and password, or via Microsoft 365.
11. Click on Finish to automatically open the project list in InLoox for Windows. In Outlook, you will see the InLoox tab in the menu.

You can now use every InLoox app with your team.

If you want to test or have purchased the locally installed edition InLoox On-Prem, please download the whitepapers for the installation of the InLoox Apps and the InLoox On-Prem Server here: www.inloox.com/products/documents/.

On the InLoox website at www.inloox.com/support/download/produktdownload please download the InLoox On-Prem Server Installer file and the Apps Installer file.

Click on your profile picture in the lower left corner.

A window opens where you can edit your profile under My Profile, access the Account Settings, manage your Subscription, and invite users to InLoox.

Additionally, you have the possibility to switch between accounts (as long as you are a member of multiple accounts).

You can log out of InLoox using the Sign Out button.

My Profile

My Profile takes you to an overview page with four tabs: Overview, Settings, Personal Access Token and Accounts.

Settings

In Profile Details you can change your profile details such as full name and display name. You also have the option to upload a profile picture and select the preferred language.

NOTE Depending on the language selected, the date, time and number formatting will also change.

In the Sign-in Method section, you can change your email address and password. You can change your old password at any time.

In the Connected Accounts section, you have the option to link your Microsoft 365 account and use it for authentication. This has the advantage that logging in to InLoox is easier and faster, since you no longer have to enter your username/password combination for authentication.

Personal Access Token

Here you have the option to create a personal access token. This is a unique token that contains your security credentials and can be used to authenticate your API requests, for example for Power BI.

Just click on the button New Token, name the token uniquely and select the corresponding account. Click on Create New Token and you will now be shown the randomly generated token.

NOTE Make sure that you copy the displayed token now. You will not be able to view it later.

Click Close and your personal access token can now be viewed in the list. This does not have an expiration date. If you no longer need the token, you can revoke it by clicking the Revoke button.

Accounts

Here you get an overview of your accounts, including activation and validity date.