Managing Users and Roles

Creating users and adding them to Teams allows you to manage who can access your Ingage Content. You can also assign different roles that restrict or grant users access to Ingage functionalities within your Company.

Contents

Creating Users
Managing Team Memberships
Adding Users in Bulk
Editing Users
Deleting Users
Reset Password
Password Requirements

Creating Users

To create a new user:

1. From the Teams Console, click Manage in left side bar
2. Click Users within the manage menu
3. Click Add Users button in the upper right corner of the page
4. Specify user details, including:
   • Their email address
   • Their Company Role, more information on Roles for Companies and Teams
5. Click Add to List button to the left of the user Role
6. Repeat steps 5 - 6 for additional users
7. Click Add Users button in the lower right corner of the pop up

Once you’ve finished these steps, we will send an email from confirmation@ingage.io prompting the new user to activate their account by completing the user information form. Here they will fill in their full name, create a password and they will be prompted to download Ingage to their device. After the user sets up their password, their status in the Teams Console will officially change from Pending to Active, and the Name fields will be populated.

Managing Team Memberships

Teams operate like folders, allowing you to organize your Ingage content by topic or use case. Add your Users to specific Teams to control their access so they see what they need, not what they don't.

To add or remove a User on a Team or Teams:

1. From the Teams Console, click Manage in left side bar
2. Click Users within the manage menu
3. Locate the User you'd like to make changes to
4. Click the arrow button to the right of the User
5. Click the Manage Teams button in the lower right of the screen
6. Use the check boxes on the left to select which Teams this User should have access to
7. Use the drop down menu(s) on the right to select the User's Team Role, more information on Roles for Companies and Teams
8. Click the Save button in the lower right of the pop up
9. Click the Confirm & Save button in the final pop up to complete the changes

Adding Users in Bulk

To add users to your company in bulk:

1. Create a .CSV file with first name, last name, email address, and team name as the four columns: CSV Template

2. Access Teams by clicking Manage in the left side bar of the Ingage App

3. Click the > arrow next to Manage to expand the menu

4. Click Users
5. In the upper right corner click Import CSV
6. Click on Choose File to select the CSV file from your computer and select what Role you'd like to give these users. 

7. Click Import to begin the process.

The Ingage Cloud will then read your CSV file and add users to the appropriate Teams. If the Team doesn’t exist, it will automatically create it for you.

Editing Users

To edit a User:

1. From the Teams Console, click Manage in left side bar
2. Click Users within the manage menu
3. Locate the User you'd like to make changes to
4. Click the arrow button to the right of the User
5. Click the green Edit button
6. Make any desired changes
7. Click the Save Changes button

Deleting Users

To delete a User:

1. From the Teams Console, click Manage in left side bar
2. Click Users within the manage menu
3. Locate the User you'd like to delete
4. Click the arrow button to the right of the User
5. Click the red Remove button
6. Click the Remove User button

Reset Password

Users can reset their password by clicking the Forgot Password link on the sign in page in Teams or in the Ingage App.

To reset password:

1. Open the Ingage App or visit the Teams Console
2. Click Forgot Password? link below the empty Email and Password fields
3. Enter the email associated with your Ingage account
4. Click the Send button below
5. Check your email for a message from confirmation@ingage.io
6. Copy the 7 character alphanumeric Temporary Password from the email and paste it into the Temporary Password field in Ingage
7. Type your new password in the New Password field
8. Click the Continue button
9. Success! Click the Continue button to finish logging in

Password Requirements

New passwords must meet the following criteria:

• Must be at least 8 characters
• Must include at least 1 capital letter, 1 lowercase letter and 1 number