13 posts tagged with "area:people"

A new Person type is now available for custom fields. It lets you assign one or more persons from your InLoox contacts directly to projects, tasks, or any other item that supports custom fields.

Typical use cases include assigning a responsible contact, linking a key account manager to a project, or recording a reviewer for a document.

When creating a Person field, you can enable Allow Multiple Persons to let users select more than one contact. The selected persons are displayed with their profile picture and name.

Note: Custom fields are not available in the InLoox Professional Edition.

New global permissions let you control access to the People section more precisely:

• Read people — Controls whether a user can see the People section. If disabled, the section is completely hidden.
• Edit people — Controls whether a user can edit contact entries. Without this permission, users can only manage their own availability.
• All people available in contact picker — Controls whether a user can see all contacts when adding project members.

These permissions are configured in the Account Settings under User Management. Administrator rights are required.

In addition to the option of requiring login via Microsoft 365, an alternative security option is now available for organizations without Microsoft login: mandatory two-factor authentication (2FA) for the entire InLoox account.

Administrators can require that only users with 2FA enabled are allowed to log in to InLoox. The setting is located in the Account Settings under User Management > Advanced. Activate the toggle Two-factor authentication required for InLoox Login.

For two-factor authentication, users can choose between a verification code via email or an authenticator app. Users who sign in via Microsoft 365 are automatically exempt from this requirement.

If a user without 2FA attempts to log in, access is blocked and instructions for setting up two-factor authentication are displayed.

You can now easily import contacts into InLoox using Excel or CSV files. After uploading your file, a matching assistant automatically analyzes the columns and suggests how they map to InLoox fields. The only required field is the email address — any additional information such as name, department, or phone number is optional and can be flexibly assigned.

This feature is especially useful when transferring contacts from external systems such as CRM tools or other data sources.

Inviting new users is now much more convenient: in the invitation dialog, you can directly access your Microsoft 365 directory and invite people from there. This allows you to add team members much faster.

Prerequisites​

The required user permissions must be enabled in the Integration Center. Basic user information includes name and email address, while full user information provides additional profile details such as department or job title.

The views for people and time entries now include quick grouping options, allowing you to structure and analyze your data with just a few clicks:

People list:

• Company
• Department
• Location
• Company > Department

Time list:

• Performed by
• Group
• Billable
• Performed by > Group

These predefined quick groupings provide a fast and convenient way to get started. You can still use the Advanced Mode to group by any columns and create custom analyses.

With InLoox 26.1, permissions have been expanded and further refined. The following new rights have been introduced:

• Edit people: Editing contacts is now a separate permission. Administrators receive this right by default, but it can be specifically revoked or assigned to other users as needed.
• Add task comments: Controls who is allowed to create comments on tasks.
• Delete task comments: Defines who is permitted to remove task comments.
• Delete own task comments: Allows users to delete only the comments they have created themselves.
• Delete tasks: Determines who is generally allowed to delete tasks.
• Delete own tasks: Allows users to delete tasks for which they are assigned as the responsible resource.

These additions enable even more precise control over access rights and responsibilities.

Custom fields are now also available for people/contacts, allowing you to capture and maintain additional information in a structured way.

Typical use cases include storing extra details about external partners like additional customer addresses, recording employee numbers, or adding simple checkboxes such as "DPA available." Custom fields are also ideal for data imported via interfaces from other systems, such as ERP or CRM solutions.

Under People in the tab Availability, you can now specify the percentage of capacity a resource can contribute to projects. This makes it easier to reflect realistic workloads:

• Example: A person allocated only 80% to project work will be displayed accordingly in workload planning.
• Higher values are also possible, e.g., for team or machine resources that can provide more than 100% capacity.

This lets you flexibly and precisely model both individual base workloads and abstract resources such as teams or machines.

In the People section, there is now a new column "Department". The information is automatically taken from Azure Active Directory and updates whenever changes are made in Azure. This lets you instantly see which organizational unit a person belongs to according to Azure AD. Where available in Azure, additional information such as address and phone number is also imported automatically. These fields are read-only and can only be edited in Azure.

When assigning resources to a task, InLoox now shows project members first – clearly separated from "All People". This makes selection much easier, as you can immediately see who is already part of the project.

Assigning resources in projects is now even more efficient: InLoox now lets you search for specific skills directly in the resource selection field. Based on the skills previously defined in the organizational settings, such as "CRM experience," "Excel," or "Photoshop", the system automatically suggests people who match those qualifications. This makes it easy for project managers to find the right person for the task in no time. It saves time and ensures that expertise is used where it adds the most value.

Previously, InLoox offered five predefined project roles: Project Manager, Team Member, Client, Partner, and Other – each with customizable permissions.

Now, role management becomes even more flexible: You can add up to five custom, dynamic project roles and adapt your project structure precisely to your organization's hierarchy, team setup, or industry-specific requirements.

These roles can be freely named and equipped with individual permissions, giving you a clear and precise access control model. This is especially useful for large organizations, project-driven departments, or highly regulated industries.