An Introduction to User Management
Users require a unique login to inMotion and can be managed by Admins in Account settings.
Understanding User Roles and Contacts
An overview of user and contact permissions and the differences between each.
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.
Setting Up User Tags
Admins can create tags to help identify your team members by Role, Department, Location, etc.
Sending Login Credentials to Users
As an administrator, you can send login credentials to multiple or individual users.
Managing Proof Access with User Groups
Learn how User Groups allow you to restrict access to proofs.
An Introduction to Contact Management
Contacts are typically clients or stakeholders in a project, that only require the ability to request work and/or review assets.
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.
Using Contact Groups
Contact groups allow you to group contacts together for easy filtering in your contact list.
Sending Login Credentials to Contacts
As an administrator or staff user, you can send login credentials to multiple or individual contacts at once.
Resetting User and Contact Passwords
Learn how to reset passwords for users and contacts.
Using SSO (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.
Digital Asset Management (DAM) Integrations
Learn how to integrate your current DAM with inMotion to quickly backup project files and upload proofs.
DAM Integration - Adobe Experience Manager (AEM)
Learn how to utilize AEM as a digital asset management tool with inMotion.
DAM Integration - Box
Learn how to utilize Box as a digital asset management tool with inMotion.
DAM Integration - Brandfolder
Learn how to utilize Brandfolder as a digital asset management tool with inMotion.
DAM Integration - Canto Cumulus
Learn more about how to setup and use your Canto Cumulus DAM integration.
DAM Integration - Dropbox
Learn how to utilize Dropbox as a digital asset management tool with inMotion.
DAM Integration - Egnyte
Learn how to utilize Egnyte as a digital asset management tool with inMotion.
DAM Integration - Google Drive
Learn how to utilize Google Drive and Docs as a digital asset management tool with inMotion.
DAM Integration - Sharefile
Learn how to utilize Sharefile as a digital asset management tool with inMotion.
DAM Integration - Webdam
Learn how to utilize Webdam as a digital asset management tool with inMotion.
Customizing Job Launch Language
As an Administrator, you can customize the Job Launch naming convention within your account.
Enabling Self Registration for Job Launch Submitters
Turn on this feature in Account Settings to allow contacts to self-register as a job launch submitter.
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.
Customizing Project Status and Priority
As an admin you can add or edit the available project statuses and priorities for your account.
Using Custom Fields
Custom fields enable you to add unique fields to your project details, Projects Workspace and project-based reports.
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.
Customizing Your Proof Upload Preferences
Admins can set default settings for the Proof Release Options in Account Settings.
Replacing an Existing User
In the event that a team member leaves your organization, you can easily replace that person's user record with a new team member.
Job Launch Custom Field Mapping
Request field mapping is a way to map fields from the request form to your project custom fields.
DAM Integration - Widen
Learn how to utilize Widen as a digital asset management tool with inMotion.