Project Members

All members assigned to a project are displayed with their profile picture in the top right corner.

Add Members

Using the plus icon, you can add contacts to the following roles:

• Managers
• Team
• Customers
• Partners
• Additional

Add User Groups

In Account Settings, you can create user groups under User Management and assign individual users to them. The key advantage: project roles can also be assigned at the group level. This feature is available in InLoox Enterprise, Enterprise Plus, and Self-Hosted editions.

In practice, many projects involve the same teams — such as Marketing, HR, Development, or Procurement. Instead of adding each team member individually to every new project, simply assign the appropriate group to the desired project role. This significantly reduces the manual effort required when setting up new large-scale projects.

Define Additional Roles

For InLoox Enterprise Plus and InLoox Self-Hosted accounts, administrators can define up to 5 additional project roles with individual permissions.

1. Click your profile picture and then Account Settings.
2. Click User Management. In the Security Settings section, click the Roles tab.
3. Select one of the five additional roles and configure it by:
   • Making it visible — only visible roles are available in projects.
   • Assigning a custom name.
   • Granting read and edit permissions.

The configured roles are then available on the Manage tab of your projects, where you can assign members to them.

Project Client

Select a client from the dropdown menu or search by name or number. Since InLoox 11.8, you can type a new client name directly in the client field to add it to your client list.