Managing Users In InGo
Manage your team's access to InGo — directly, on your own schedule, without needing to contact support.
Overview
With User Management, Admins can add, edit, and remove team members directly in InGo at any time.
Access is managed at the community level. Each user is assigned a role that determines what they can see and do within that community.
Getting Started
User Management is available from the left-hand navigation menu.
To begin, select User Management from the menu.
NOTE: Only users with an Admin role can access the User Management screen. If you do not have access, contact InGo Support to have User Management enabled for you and your team.
Understanding Roles
When adding a user to a community, you'll assign them one of three roles. Each role has a defined level of access:
Admin
Admins have full access to a community.
Admins can:
- View, edit, and create events
- Access the User Management screen
- Add new users
- Edit existing users’ roles or scope
- Remove users from the community
This is the highest level of access.
Community Manager
Community Managers have full access to community events.
Community Managers can:
- View events
- Edit events
- Create events
Community Managers cannot access the User Management screen and cannot manage user accounts, roles, or permissions.
For many InGo users, Community Manager access is what they most likely have today. If wanting to mimic these permissions, please select this option during setup.
Event Contributor
Limited access scoped to specific events they are assigned to. Event Contributors can view and edit those events, but cannot create new events or access anything outside their assigned scope. This is the lowest level of access.
Adding a New User
Adding a new user is done through a simple 3-step process.
Step 1 — Details
Click the + Add User button in the top right corner of the User Management screen. Enter the new user's first name, last name, and email address, then click Next.
Step 2 — Role
Select the role that best fits the user's responsibilities. Refer to the role descriptions above if you're unsure which to assign. Click Next to continue.
Step 3 — Scope
Define the user's scope by searching for and selecting the community (or communities) they should have access to. For Event Contributors, this step determines which specific events they have access to. Once your selection is made, click Add User to complete the process.
Editing a User
To update an existing user's role, permissions, or scope, locate the user in the User Management list and select Actions on the right-hand side of their row. From there, you can make the necessary changes and save.
Deleting a User
To remove a user's access, locate them in the User Management list and select Actions. Choose the option to remove or deactivate the user. A prompt will appear requesting confirmation before finalizing the process. Once removed, they will no longer have access to any communities or events they were previously assigned to, nor will they be able to log into InGo's admin portal.
Filtering & Finding Users
The User Management screen displays all users, within communities you have Admin access to, by default. You can filter the list by role using the tabs at the top of the screen — All Users, Admins, Managers, and Contributors — or use the search bar to find a specific user by name or email.
Need More Help?
Still have questions? Reach out to our support team at support@ingo.me — we're happy to help.