Inviting and editing team members

Introduction

As an Admin, you invite team members from the User management page (FI: Käyttäjien hallinta). Each invited person receives an email with instructions to create their account and sign in. Afterwards you manage their role and access in the Edit user dialog.

How to invite a user

Follow these steps:

• Sign in to app.infoboxi.com as an Admin.
• Open User management from the side menu.
• Click Add user.
• Enter the person's name and email address.
• Select their role: Admin (full access) or User (works with the screens they're given).
• Save. The person receives an email with sign-in instructions.

The Edit user dialog

Click the pencil on a user's row to open it. It has four parts:

• User information (FI: Käyttäjän tiedot): first name, last name, and email are shown read-only; the phone number can be edited.
• User role (FI: Rooli): User or Admin.
• Permissions (FI: Käyttöoikeudet): three pickers, Screen groups, Screens, and Media folders, each showing how many are selected. Open one to search, tick items, or Select all, then click Done. The Screen groups picker lists only groups set to Selected users only; groups open to everyone aren't listed because every member already has them.
• Admin actions (FI: Ylläpitotoiminnot): Deactivate user, Activate user, and Remove user from organisation. See Deactivating and removing users.
• Click Save changes. Screens, groups, and folders refresh right away, so the permissions you set here show up in the screen and group dialogs immediately.

Managing existing users

From the same dialog you can:

• Change a person's role at any time.
• Add or remove screens, groups, and media folders.
• Deactivate a person temporarily, or remove them from the organization.
• The users list shows each person's role. An InfoBox staff member additionally shows a Super admin badge.

Troubleshooting

Common issues:

• If the invitation email doesn't arrive, ask the person to check their spam folder.
• If a User can't see a screen, check the Screens and Screen groups pickers in their Edit user dialog, or the screen's own Permissions dialog. They edit the same data.
• Only Admins can invite and manage users. Deactivated admins can't manage users until they're reactivated.

Summary

Invite from User management, then set role and access in the Edit user dialog. Permissions set there, on the screen, or on the group are one and the same.