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 Set...
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. Then, you'll be able to search and filter by these tags when assigning your team members to Projects and
Sending Login Credentials to Users
As an administrator, you can send login credentials to multiple or individual users.
Managing Proof Access with 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 Wor
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. Depending on their assigned permissions, they may require a unique log
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.' Click on the contact you wish to adj...
Using Contact Groups
What are Contact Groups? A contact group is a way to organize contacts together for easy filtering in your contact list. For example, if you wanted to group contacts by department, i.e. Marketing, Creative, External Clients, etc., you could then ...
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 'Contac ts.' Select the users you want to send login credentials to by clickin...
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 app...
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 Self Registration for Job Launch Submitters
In order for users to self-register as a job launch submitter, an Admin must turn on that feature in the Account Settings. Check the box labeled 'Allow new Job Launch Submitters to self register.' With this setting turned on, new users...
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 maintai
Customizing Project Status and Priority
Customizing Project Status In Account Settings, you can add or edit the available project statuses for your account. It is a good practice to match the custom statuses with your own stages of project progression that you want to provide to requeste...
Using Custom Fields
What are Custom Fields? Custom fields enable you to add up to 20 unique fields to your project details. These fields are also available in project-based reports. Custom fields can also be mapped from Job Launch forms to the project creation page. ...
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
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...
Job Launch Custom Field Mapping
Request field mapping is a way to map fields (up to 20) from the request form to your project custom fields . This saves the project creator time when making a project as the information will automatically populate into the project details. For ex...