Adding team members

How to use the team management feature of Incogniton

In this guide we will give an introduction on how to use the team feature and how to manage the accounts of your team members. The team feature is available from the package professional and above. This feature allows you to:

• Share entire groups of profiles with your team members

• Assign different permissions to each team member

1

Creating a new team member

The first thing you need to do when you want to add someone as a team user is to create a user account for them. You can do this by hitting the Team Management button and going to the section “Team Members”. After that click the “New team member” button and a box will pop up where you can fill in the details of the new team member.

In this section you can also assign a specific role to a team member, change the password, resend the verification email, or delete the user. Instead of choosing a password yourself, you can choose the option “Send password setup link”. This allows the team member to choose or renew their password.

2

Creating roles

The next step is to create a role for the team member. Go to the tab “Roles” and give the role a specific name. After naming the role you can configure the permissions via the different tabs. Select or deselect the permissions you want to assign to the team member. After customizing the role, click “Save role” to save the settings.

3

Creating permissions (assigning a role to a user)

After creating a new user (step 1) and a role (step 2), assign the role to the user via the “Permissions” tab. Use the dropdown menu to select the newly created team member and role profile, and click on "Save role assignment". Once the role is assigned the user can join the Incogniton working session.

If you still have any questions about how to set up the team feature of Incogniton, don’t hesitate to contact our support department.