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

First, create a user account for the team member you want to add. Navigate to Team and click on Invite member.

• Fill in the details of the new team member in the pop-up box

• Choose if the team member can set their own password or if you want to set a password yourself

• Assign a role (you can change this later)

• Review the permissions granted by this role

• Click on Sent invite to invite the team member

The team member will receive a confirmation email.

When the user is created, you can click on the 3-bullet icon to change the role, resend the verification email, send password reset link, set password or delete the user.

2

Creating roles

Next, create a role for the team member. Go to the tab Roles and click on New role. Choose a role name, select the preferred permissions and click on Create role.

You can select:

• Administration permissions

• Proxy library permissions

• General group permissions

• Specific group permissions

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