Invite people to InLoox Web App

You have various options how to invite people to InLoox:

Option 1: Click on your own profile picture in the lower left corner and click on Invite User.

A field opens up in which you enter the name and email address of your work colleague.

Further you have to select a role. You can decide between:

• Inherited by Role: Best for people who receive permissions according to their role in the projects (e.g. Manager, team member etc.)
• Read all Projects: Best for people who need full access to analyze data, but do not need to update application settings
• Full Permissions: Best for business owners and company administrators

Option 2: To invite work colleagues via the People section in the InLoox Web App, you first need to create a contact for them. Click the New contact button and store the appropriate data to do so. Once the contact is created, you just need to select it in the contact list. In the side panel that opens, click on Invite and select a role.

Thus, your work colleague will receive an email about the invitation with a corresponding link to accept it.

Option 3: A third option is to invite people directly in the project. When adding members to the project, simply click on the Invite button next to the person (given that there is already a contact for the person).

Option 4: You can invite people directly in a specific task. Select the task for which the person to be invited should be responsible. Now click the Assign task to button. Instead of selecting a person as usual, select Invite colleagues via email from the drop-down menu at the bottom. Now enter the corresponding email address again to invite the person.

Tip: In order for the invited person to be able to work with InLoox Web App immediately, you have to give him or her a license and grant the person the corresponding permissions. To do so, go to the InLoox Account Settings > User Management. Click on the name of the invited person and set the access to "Read & Write". On the right in the "Global" tab, you can set the user-based permissions. For example, to give this person the opportunity to get to know InLoox Web App in detail, give him all rights and additionally administrator rights. More information can also be found in the help article: permissions.

A contact card is also created for the invited person at once, so that you can immediately assign tasks or project roles to this person.

Note for test accounts: During the 30-day test, you can invite up to 4 further people to InLoox Web App.