Authorize InLoox PM contacts

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InLoox PM Web App enables project managers to provide InLoox PM contacts with the necessary authorizations. The InLoox PM contact can be, for example, allocated as a resource in a project and be notified of upcoming project tasks.

  1. Create a new InLoox PM contacts on the Contacts page.

    For more information, see Add a contact.

  2. Create a new InLoox PM Web App account in the InLoox PM Web App.

    For more information, see Create an InLoox PM Web App account.

  3.  Set user-based permissions for the created InLoox PM contact.

    For more information, see Set up permissions.

Optionally, you can set the permissions in the project, on the Manage page.

  1. Open an existing project or create a new one.

     For more information on how to create a project, see Create a project.

  2. On the Manage page, in the In Charge area add team members for the project. Choose a contact from the address book.

    For more information, see Add project team members.

  3. Click Save and Close.
    With role-based permissions, the InLoox PM contacts get access to those projects, where they are involved as team members.

    For more information, see List of the permissions.