PLEASE NOTE If you have already created an InLoox trial account, you can skip steps 1-5 and proceed directly to 6.
You will immediately receive a confirmation email with your login data. Never share this email with third parties!
6. Click on the activation link in the confirmation email to access all the features of your InLoox account.
7. To check if the activation was successful, click on your profile picture at the bottom left, then click on My Profile in the right side panel. Under Profile Details, it says VERIFIED next to your email address.
PLEASE NOTE The person that creates the InLoox account automatically holds all administrative permissions. You can change these permissions in InLoox Web App in the settings.
PLEASE NOTE You either need administrator permissions to invite other people to your InLoox account. Or your InLoox administrator has activated the permission Allow users to invite people to this account in the InLoox settings for all users of your account.
4. Click on Invite. The invited person will receive an email with a link to your InLoox account.
After you have invited a person to your InLoox account, you have to assign a user license to them. You do that in the application settings under Licensing.
PLEASE NOTE You need to have administrator permissions to assign licenses. Read this help article for further information on the distribution of user licenses.
You need to set three different types of permissions: user-based permissions for the people invited to your InLoox account. Role permissions for the different project roles, and division permissions for people who may access projects in divisions other than their own. You do this in the settings under Permissions.
TIP If you have never set InLoox permissions before, read the InLoox Permissions help article first for detailed information and examples.
You should also set the permissions for the InLoox users‘ assigned project roles.
The role permissions are added to the user permissions. A person with very limited user permissions can thus obtain full editing rights in a project as soon as they assume the role of project manager, for example.
PLEASE NOTE If you do not see any projects in the project list and you cannot create a project, contact your InLoox administrator (the person who created the InLoox account or has the administrator rights).
TIP For quality management, you should deactivate the Delete project comments and Delete own project comments permissions. This way you ensure the integrity of your project diary for audits.
For more information and tips, see the help article InLoox Permissions.
You can choose how to log in to your InLoox account:
To choose the login method, follow these steps:
If you prefer to log in with your Microsoft 365 account, click Connect under Linked Accounts.
IMPORTANT Make sure you are already logged into your Microsoft 365 account in the browser!
When somebody invites you to an InLoox account, you receive an email invitation. Please, check your spam folder, should you not find this email in your inbox.
You will now see the project list. If you do not see any projects, contact the administrator of your InLoox account. They may have to give you additional permissions.
You can now use every InLoox app with your team.
If you want to test or have purchased the locally installed edition InLoox On-Prem, please download the whitepapers for the installation of the InLoox Apps and the InLoox On-Prem Server here: www.inloox.com/products/documents/.
On the InLoox website at www.inloox.com/support/download/produktdownload please download the InLoox On-Prem Server Installer file and the Apps Installer file.
Click on your profile picture in the lower left corner.
A window opens where you can edit your profile under My Profile, access the Account Settings, manage your Subscription, Get InLoox for Windows and Outlook, and invite users to InLoox.
Additionally, you have the possibility to switch between accounts (as long as you are a member of multiple accounts).
You can log out of InLoox using the Sign Out button at the top.
My Profile takes you to an overview page with four tabs: Overview, Settings, Personal Access Token and Accounts.
In Profile Details you can change your profile details such as full name and display name. You also have the option to upload a profile picture and select the preferred language.
NOTE Depending on the language selected, the date, time and number formatting will also change.
In the Sign-in Method section, you can change your email address and password. You can change your old password at any time.
In the Connected Accounts section, you have the option to link your Microsoft 365 account and use it for authentication. This has the advantage that logging in to InLoox is easier and faster, since you no longer have to enter your username/password combination for authentication.
Here you have the option to create a personal access token. This is a unique token that contains your security credentials and can be used to authenticate your API requests, for example for Power BI.
Just click on the button New Token, name the token uniquely and select the corresponding account. Click on Create New Token and you will now be shown the randomly generated token.
NOTE Make sure that you copy the displayed token now. You will not be able to view it later.
Click Close and your personal access token can now be viewed in the list. This does not have an expiration date. If you no longer need the token, you can revoke it by clicking the Revoke button.
Here you get an overview of your accounts, including activation and validity date.