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Quick overview

The Admin Center centralizes user management for all of your Inova apps (i.e. Inova Partnering Platform, Lead Space and the new Admin Center itself). From here, you're able to do the following:

  • Create users: modify users' details and manage access to apps & Admin privileges
  • Disable users
  • Reset user passwords

 

Create Users

To create a new user, navigate in the Inova Partnering Platform to Administration > User Management then click on Manage Users to open the Admin Center in a new tab.

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Then, go to the Users tab and click on the Create User button at the top right to display the new user form as shown below.

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If you get this message (Access Denied), please contact your Customer Success Manager who will give you access to the Admin Center.

 

Step 1 - Enter user details

New_User_Form_Step1.png

  1. The "Email/Username" field (i.e. user ID) cannot be changed once the user is created. The email address of the user must be used here.
    The email address must be valid or the application will not be able to send the user notifications, review requests, or other communications.
    The email address extension must match the one(s) allowed.
    Please contact your Customer Success Manager if you need to add more.
  2. Enter the first name.
  3. Enter the last name.
  4. Select a Business profile.
    Please contact your Customer Success Manager if you need to add more.
  5. Enter a temporary password. The user would have to change it to one of his choice at first login. Those fields won't appear if Single Sign On (SSO) has been implemented for your Inova Partnering Platform.
    Do not forget to communicate this temporary password to the user, no email will be sent automatically.
  6. Click on Continue.

 

Step 2 - Give access to Inova Partnering Platform

Depending on the different Inova applications you have access to, different roles will be available. Here we will focus on those related to Inova Partnering Platform.

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  1. Inova Partnering Platform - Access - Activate this switch button to give access to your Inova Partnering Platform to the user. The user and the related contact will be created in the application.
  2. Administration roles - Client Admin - Activate this switch button to give access to the Admin Center to the user. If you only choose this option, the user will not be created in your Inova Partnering Platform and will therefore not have access to it.
  3. Click on Save.

 

Step 3 - Give rights on modules

After clicking "Save", the user's details are displayed on the right. Click on Manage modules to open the user profile, within your Inova Partnering Platform, in a new tab.

New_User_Form_Step3.png

There you can give the appropriate rights on modules to this user (more information later in this article).

Manage_Modules.png

 

Disable Users

When a user leaves the company or otherwise no longer needs to use the application, the administrator must manually disable her/his account.

To disable a user, navigate to Administration > User Management then click on Manage Users to open the Admin Center in a new tab.
In the list of users, click on the user you want to deactivate to display her/his user details on the right. Then click on "Disable".

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A warning message is then displayed, asking you to confirm your choice.

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When a user leaves the company, the administrator can easily transfer ownership of all her/his projects to another user via the Replace Users feature.

 

Reset a password

This option won't appear if Single Sign On (SSO) has been implemented for your Inova Partnering Platform.

To reset a password, navigate to Administration > User Management then click on Manage Users to open the Admin Center in a new tab.
In the list of users, click on the user to display her/his user details on the right. Then click on "Reset password".

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Enter a temporary password. The user would have to change it to one of his choice at first login.

Do not forget to communicate this temporary password to the user, no email will be sent automatically. 

Change_Password.png