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An Introduction to User Management
What is a User? Users are typically part of the creative team, and are responsible for the creation and management of a company's creative assets. They require a unique login to inMotion. Adding New Users 1. Go to Account > Account Setti...
Understanding User Roles and Contacts
Users Users are typically part of the creative team, and are responsible for the creation and management of a company's creative assets. They require a unique login to inMotion. User Types are assigned to team members based on their role and re...
Adding a User as a Contact
In order for a User to participate in proof reviews, they also need to be added as a Contact in your account. To add an existing User as a Contact, navigate to the Contacts tab and click Add Contact in the top left. Add the User's name and e...
Sending Login Credentials to Users
As an administrator, you can send login credentials to multiple or individual users. To send login credentials to multiple users: Go to Account > Account Settings > Users/Groups. Select the users you want to send login credentials to by ...
Managing Proof Access with User Groups
What are User Groups? User Groups allow you to restrict access to proofs. Once you create a user group and assign it to a proof accordingly, only the members of the applied user group can view that proof in the Proofs Workspace. This feature is hel...
An Introduction to Contact Management
What are Contacts? Contacts are typically clients or stakeholders in a project, that only require the ability to request work and/or review assets. Depending on their assigned permissions, they may require a unique login. Contacts Any perso...
Adding a Contact as a User
When a Contact's role changes and they need to be upgraded to an available licensed user seat, you can add an existing Contact as a User. Modifying the Contact Record Click on the ' Contacts' tab. Click on the contact you wish to a...
Sending Login Credentials to Contacts
As an administrator or staff user, you can send login credentials to multiple or individual users. To send login credentials to multiple contacts: Click on the 'Contacts' tab. Select the users you want to send login credentials to by c...
Resetting User and Contact Passwords
 To reset a password for a user: Navigate to Account > Account Settings > Users/Groups. Click the user record in need of a password reset. Type a new password in the "Reset Password" section, re-type the password, and then...
Using SSO (Single Sign-On)
What is Single Sign-On? Single Sign-On allows you to validate usernames and passwords against other client applications or a corporate database instead of managing permissions through inMotion. inMotion easily integrates with most popular SSO appli...
Digital Asset Management (DAM) Integrations
What is a DAM? A Digital Asset Management (DAM) product is a business solution for organizing, storing and retrieving rich media and managing digital rights and permissions. Media assets include photos, music, videos, anima...
Customizing Job Launch Language
As an Administrator, you can customize the Job Launch naming convention within your account. For example, instead of 'My Job Launches' your end user could see 'My Requests' or 'My Creative Briefs.' To change the name for &...
Enabling Job Launch File Attachment
Enabling Job Launch Attachments per Account  Attaching files to a files to a new job launch request is a great way for requesters to quickly share reference documents with the creative team. The first step in attaching files is for the accoun...
Duplicating Job Launch Forms
With Job Launch request form duplication, you can provide request submitters with the same form, yet have them route to different Job Launch Managers. When an Admin duplicates a form, it will maintain all of the original form’s attributes, exc...
Customizing Proof Approval Statuses
You can set the default approval statuses that are available to your reviewer(s) when they are within the Review Application.  Setting Default Approval Statuses  Navigate to Account > Account Settings > Customize > Approval ...
Customizing Your Proof Upload Preferences
The Upload Preferences menu allows you to set default options for the Proof Release Options.  The options selected in this menu will be applied by default for each proof posted.  Your users will still be able to manually adjust these featu...