To get started, click into the "manage" tab on the left-hand side of your Ingage app.
To create a new team:
Select the Teams button in the navigation menu.
Select the Add Team button.
Enter a name for your new Team.
Select the Save button.
Your new team should now appear on the Teams screen. Repeat these steps to create as many teams as you need.
You are now ready to create users and give different users the ability to edit, view and manage your content.
To add users to specific teams that you’ve created:
Select the Teams button in the navigation menu.
Select the team you’d like to edit.
Select the Manage Users drop-down.
To add existing company Users, click on Add Existing Users.
Select the ‘checkbox’ next to a user’s role.
Select the Add Users button when you have finished adding users.
To add new Users, click on Add New Users.
Select the role you would like to assign to the user using the “Role” drop-down menu at the top of the pop-up. Enter the user’s information. Select the Save button.
To add users to a Team in bulk, click on Import Users from CSV.
Click on Choose File to add a CSV file containing the users' first name, last name, and email address as the three columns. Optionally, you can add a fourth column with a Team name to add users directly to a Team as well. Then select Import. Users added in this method are defaulted to Viewers.
To create new Company users:
Select the Users button in the navigation menu.
Select the Add User button. A pop-up will appear.
Select the role you would like to assign to the user using the “Role” drop-down menu at the top of the pop-up.
Enter the user’s information.
Select the Save button.
