How do I invite other colleagues to my InLoox now! account?


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Question:

I have created an InLoox now! account and would like to work together with other colleagues via my account. How can I invite other colleagues to my InLoox now! account?

Answer: 

Invite colleagues via InLoox now! Web App

During the 30-day trial period, you can test InLoox now! with up to 4 additional people. To do so, you can simply invite your colleagues to your InLoox now! account.

1. Click on the Add Person icon in the menu bar at the top.  

2. Enter the email address of the person you want to invite to your InLoox now! account. You can select the language of the invitation email (German or English).

3. Confirm your entry by clicking on the blue check mark. 

The invited persons will receive an invitation email with a link that will redirect them to app.inlooxnow.de. There, the invited persons can enter a password of their own choice. 

4. Afterwards, they are directly logged in to InLoox now! Web App. Now you can collaborate in InLoox now! Web App in the same account.

IMPORTANT You have to give the newly added persons permissions for this InLoox now! account . Otherwise, they will not be able to work productively. You need to have administrator rights for this!

  1. Click on your profile picture in the upper right corner.
  2. Under Options >> Permissions >> User Based click Add Contact and select a newly added person.
  3. Click on the white arrow to the right of the person. Now all editing and reading permissions you can give to this person will appear.
  4. We recommend granting all team members all permissions for the trial period.

IMPORTANT To make sure that everyone collaborates on the right InLoox now! account, please make sure that you and your team members have selected the right InLoox now! account. In the InLoox now! Web App options, under General >> Miscellaneous, you will find the name of your InLoox now! account. This name is assigned automatically but you can change it any time.

How to switch between InLoox now! accounts in InLoox Web App:

  1. Click on your profile picture in the upper right corner.
  2. At the bottom of the menu, you will see all InLoox now! accounts that you have created with the same email address and password combination.
  3. Select the account you want to work in.

 

Invite colleagues via InLoox now! for Outlook

1. Navigate to InLoox via the InLoox now tab or via the Projects button in the navigation bar. Click People and then Invite contacts in the ribbon.

2. Enter the email address of the person you want to collaborate with in InLoox now! or click the address book icon    and select a contact (e.g. from your Microsoft Exchange address book). 

3. The contacts you have invited will now receive an invitation email with a link to log in to your InLoox now! account.

IMPORTANT You have to give the newly added people permissions for this InLoox now! account. Otherwise, they will not be able to work productively. You need to have administrator rights for this!

  1. Click on File in Outlook.
  2. Open the InLoox options.
  3. Under Permissions >> User Based click New and select a newly added person.
  4. Now select the permissions you want to give the selected user from the list.
  5. We recommend granting all team members all permissions during the trial phase.

IMPORTANT To make sure that everyone is collaborating on the right InLoox now! account, please make sure that you and your team members have selected the right InLoox now! account. In the InLoox now! Web App options, you can find the name of your InLoox now! account under General >> Miscellaneous. This is name is assigned automatically but you can change it any time.

How to switch between accounts in InLoox now! for Outlook:

  1. In Outlook, click on File in the upper left corner.
  2. Click on InLoox now.
  3. Under More accounts, select the InLoox now! account you want to work with.

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