User Profile Settings

When you click on your user profile picture, you can access:

• My Profile - For accessing your user profile settings, defining your preferred Sign-in Method, creating a Personal Access Token and looking up the InLoox Accounts you have access to.
• Account Settings - If you have InLoox admin permissions, you can access every account setting for your InLoox account. If not, you can only access the Personal Account Settings and the Account Settings. For more information, read the help article InLoox Account Settings.
• Manage Subscription - Where you can update your InLoox account's billing address, InLoox user count and payment method.
• Invite User - Where you can invite people to your account, if you have the permission to do so. For more information, read the help-article InLoox Account Settings - Permissions - Permission to invite users to the InLoox account.
• Disable all Video Tutorials - Will remove the video icon from InLoox. You can still watch the InLoox Video Tutorials on YouTube.
• Enable all Video Tutirols - Will add the video icon to InLoox and allow you to watch the video tutorials in InLoox.
• List of InLoox accounts you have access to
• Sign Out - Will log you out of your InLoox Account. Next time you want to access your InLoox account, you will be asked to login with your preferred Login Method.

My Profile

This is where you add basic profile information and define personal account settings.

Edit profile information

1. Click on your profile image and then on My Profile.
2. Under Overview, you see your current profile information: profile picture, display name, email address including the VERIFIED label, if you have verfied your InLoox user access after sign-up or after having been invited to this InLoox account.
3. Click on Edit Profile to change your profile information. 
4. You can now edit everything under Settings:

• • Change your Avatar/profile picture. Only allowed file types are .png, .jpg. and .jpeg.
  • Change your Full Name.
  • Change your Display Name.
  • Change the Language to German, Spanish, French, Italian or Polish. This will also change the corresponding date, time and number settings.

     5. Click on Save Changes or Discard, if you don't want to save the changes.

Select Sign-in Method 

1. Click on your profile image and then on My Profile.
2. Click on Settings.
3. Your default sign-in method is signing-in with your email address and password, which you can reset here, should you want to change it. Other sign-in methods are:

• • Email Two-Factor Authentication - Sends a verification code via email when signing in.
  • Authenticator App - Requires you to install an authenticator app, e.g. Google Authenticator or Microsoft Authenticator, for time-based one-time passwords (TOTP) when signing in. If you select an Authenticator App as your sign-in method, Email Two-Factor Authentication is disabled.
  • Microsoft 365 Account credentials - Requires you to use your Microsoft 365 account for authentication and will disable the email/password login. If you opt for your Microsoft 365 Account for authentication, the sign-in with an Authenticator App is disabled. Once you disconnect the integration of InLoox with your M365 account, your default sign-in method is automatically activated.

• If your InLoox account admin has required you to sign-in with your Microsoft 365 Account credentials, you do not need to add another sign-in method. Your InLoox account admin can set this requirement in the InLoox Account Settings >> User Management >> Advanced >>Authentication. For more information, read the help article InLoox Account Settings - Mandatory login with MS365.
• If you integrate InLoox with your M365 Account, you can activate further integration features. For more information on the M365 Integration Features, read the help article InLoox Integrations and Connections.
• If you use InLoox Self-Hosted Edition (formerly InLoox On-Premise Edition), please read the technical support article How to Connect Microsoft 365 in InLoox Self-Hosted.

Personal Access Token

Here, you can generate a personalized access token for authorizing data access from applications to your InLoox account. The token acts as a personal login and allows access only to the data you can see in InLoox.

1. Click on your profile image, then click on My Profile.
2. Click on Personal Access Token.
3. Then click on New Token.
4. Type in a name for the token, e. g. John Jane Access Token OData. Select the InLoox account the token is for.
5. Click on New Token. The token can now be used, e.g. to integrate data from the InLoox database directly into Excel as a data source using Microsoft Power Query. For more information, read the technical support article InLoox and Excel with OData.

IMPORTANT For the token to work, you need the permission "Allow authentication via personal access token", which you will receive from your InLoox admin. (After (de)activating the permission, it takes up to 1 hour for this to take effect. Background: The permission is cached to optimize performance.) 

Accounts

Here you not only see every InLoox account listed that you have access to. You can also:

• Create a new InLoox Account by clicking on New Account. Please beware, that you will create an InLoox test account, free and valid for 14 days. After the free trial period, it will be deactivated automatically. All data will be deleted after further 45 days. If you want to turn your free trial account into a paid InLoox Edition, please contact us directly.
• Manage your accounts. By clicking on Manage, you can access the InLoox store, where you can add or remove users from your paid InLoox account.
• Switch to another InLoox account by clicking Open. You will be directly taken to the workplace in this account.