Before you can access Indonis, you need to first be an authorised and registered user and approved by your organisation. Ideally your account would be created by Indonis Support Team during the onboarding process OR later as and on need basis. Your Site Admin or Indonis Coordinator can also register your account using the simple process as described below.

Every employee must be registered successfully to access the Indonis site. Once the user has been registered successfully, it is possible to send welcome mail/SMS to that user. He/she receives his/her credentials and app URL to log in to Indonis.

Registration Information:

• Full Name
• Email
• Country Code and Mobile Number
• Employee Id (organisation specific unique number)
• Department
• User Role (one of the following Viewer, Author, Editor, Chief Editor)
• User Type (one of the following Visitor, Customer, Vendor, Contractor, Permanent)

The Admin, Site Admin and Super Admin are restricted roles accessible to only select few users to create.

There are 3 ways by which users can be onboarded into Indonis

1. Import a list of users via an Excel sheet
2. Manually fill up the user details and then register
3. Integrate with Microsoft Active Directory (via and Excel sheet feed)

In the first two methods, users are first imported into the Indonis database as Authorised Users and the imported details are verified by the Support Team. In the 3rd step, the users are directly imported into Indonis as registered users and their Active Directory accounts are synchronised. This is an automated process that runs every 24 hours.

Step 1: Authorise a New User

You will need Site Admin credentials to access this feature.

1. In the Web App, click on the Settings option available in the left navigation bar.
2. Select Authorised menu on the expanded nav bar.
3. On the Authorised Users grid, first search the user by name or email and check whether the user has already been added in the list.
4. Click on ‘+‘ (Create New Authorised User) icon in the top nav bar which will open up the user details form.
5. You will need to enter all the the mandatory details mentioned on the form and also check the Site, Department selection.
6. Click on Save button to create the new account. If there is any error, correct the required details and submit the form again.
7. You can confirm and view the details of the newly created record on the grid by searching via the name or email.

Auto Register Authorized User:

Once the user has been successfully authorized, it is possible to register the user with one click. Go to the Auto-Register User (Settings>Authorised User>Auto-Register User). Find the user and register it or Click on Auto Register All User in Silent Mode button to register all the users at a time in silent mode.

Finally, the user will be registered successfully in the system. To verify this, go to the Registered User(Setting>Registered User>Manage Users) and Search the user and verify the email and send the welcome mail.