Adding Users and managing Roles is limited to Admins on an Ingage account.
Creating Users
To create a new user:
From the Teams Console, click Manage in left side bar
Click Users within the manage menu
Click Add Users button in the upper right corner of the page
Specify user details, including:
Their email address
Their Company Role, more information on Roles for Companies and Teams
Click Add to List button to the left of the user Role
Repeat steps 5 - 6 for additional users
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.
Users will not see content unless they've also been added to a Team in your Company.
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:
From the Teams Console, click Manage in left side bar
Click Users within the manage menu
Locate the User you'd like to make changes to
Click the arrow button to the right of the User
Click the Manage Teams button in the lower right of the screen
Use the check boxes on the left to select which Teams this User should have access to
Use the drop down menu(s) on the right to select the User's Team Role, more information on Roles for Companies and Teams
Click the Save button in the lower right of the pop up
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:
Create a .CSV file with first name, last name, email address, and team name as the four columns: CSV Template
Access Teams by clicking Manage in the left side bar of the Ingage App
Click the > arrow next to Manage to expand the menu
Click Users
In the upper right corner click Import CSV
Click on Choose File to select the CSV file from your computer and select what Role you'd like to give these users.
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:
From the Teams Console, click Manage in left side bar
Click Users within the manage menu
Locate the User you'd like to make changes to
Click the arrow button to the right of the User
Click the green Edit button
Make any desired changes
Click the Save Changes button
Deleting Users
To delete a User:
From the Teams Console, click Manage in left side bar
Click Users within the manage menu
Locate the User you'd like to delete
Click the arrow button to the right of the User
Click the red Remove button
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 your password you must be logged out of your Ingage account and use the Forgot Password link.
To reset password:
Open the Ingage App or visit the Teams Console
Click Forgot Password? link below the empty Email and Password fields
Enter the email associated with your Ingage account
Click the Send button below
Check your email for a message from confirmation@ingage.io
Note the temporary password in your email
Type the temporary password in the Temporary Password field
Type your new password in the New Password field and click Continue
Success! Click the Continue button to finish logging in
If you don't know the email address associated with your Ingage account please reach out to your Ingage Admin. If that's you, please contact your Ingage Account Manager or reach out to support@ingage.io for assistance.
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