Authorize InLoox PM contacts

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InLoox PM 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. Activate the contact management in the InLoox PM options.

    For more information see Activate the contact management.

  2. Now, you can add new InLoox PM contacts.

    For more information, see Add a contact.

  3. Create a new InLoox PM account in the InLoox PM options.

    For more information, see Create an InLoox PM account.

  4.  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 management 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 Management page, in the In charge area add team members for the project. Choose a contact from the InLoox PM 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.