Welcome to the Administration Guide for LINQ Customers.
This guide will provide you, the Administrator for your LINQ account, the ability to ensure that you can successfully manage LINQ for your business needs.
Most administrative functions are accessed from the Cog in the top right-hand corner of the menu bar:
Figure 1 - The Administration Screens are accessed from the Cog
This will access the Administration screens. Note that if you cannot see the Cog, this means that you only have a general User account; only Administrators can see the Cog.
This screen will have partially been populated for you when your LINQ account was created:
Figure 2 - Your pre-populated Organisation screen with the option to Edit your details
You can choose to edit details as necessary.
System fields which may not be edited include:
- Type of Account – this will be set to Direct
- Subdomain – this will be the URL used to access your account
- Country – this is your billing country and is set by your payment method
- Billing Currency – this is set by your organisation’s country of origin
You should complete all other details, especially the Key Contact information.
Company Name may be edited. This will not affect the Subdomain which may not be changed.
The User Management screen is where you create new user accounts and set the level of access those users have. You can also delete users from this screen.
Adding New Users
From the user management screen, you can create a user with the CREATE USER button.
When you create a user you will need the following information to create an account:
- Email Address
- Name; Preferred Name
- Full Name
Figure 3 – Tweety Pie added as a user
Access to LINQ is determined from the user’s email address. A user may be added as one of the following:
- Administrator – full control of all aspects of LINQ as described in this guide
- User – a user with no administrative access
Bulk User Import
Many users can be added at once using the ‘Import Users’ tool.
Figure 4 - Bulk User Import screen
This requires a correctly formatted CSV file to be imported. The template can be downloaded using the ‘DOWNLOAD TEMPLATE’ link. The required structure is:
Once the necessary information has been added, the CSV file may be uploaded by dragging and dropping or choosing the file. The added users can now be reviewed with an opportunity to identify and fix errors. Note that the role cannot be changed from ‘User’ to ‘Admin’ at this point; this must be done as an individual edit later.
Figure 5 - Reviewing a Bulk Import
Note that adding users may incur additional monthly subscription charges depending on your pricing agreement with LINQ Ltd. Please ensure that you understand the pricing implication before importing bulk users.
Editing and Deleting User Details
Figure 6 - User Admin Screen
You can edit user details using the Edit tool against each user record, or view the user details by clicking on the user’s Full Name.
Note that there must be at least one Admin account. It isn’t possible to change the status of the ‘last’ Admin, nor is it possible to delete the last Admin.
You may delete a user from this screen; please note that doing so will delete all unshared sketches owned by the user. You should ensure that any important content has been shared with at least one other user before deleting if this is of concern, as shared sketches will be reassigned to the LINQ Administrator when the user is deleted.
At LINQ Ltd, we can control other aspects of your LINQ experience based on your specific organisation needs. Your Administrator cannot access these options; a request needs to be submitted as a Support Ticket to change these settings.
Figure 7 - Feature Options Screen
Note: These can only be enabled and disabled by your LINQ account manager and may incur additional cost.
Blocking the sending of sketches to external organisations
An organisation can request that LINQ prevent sketches from being copied to LINQ Users in external organisations. This is the second way of ensuring that sketches are only accessible by employees with LINQ access.
This action only blocks the sending of copies in the future; it does not retrieve previously sent sketches.
Please also note that any LINQ content that has been incorporated in PowerPoint, Word or Excel can be shared like any other document; this feature does not affect document-based sharing
Enable Viewer Mode
This feature allows you to generate and publish read-only views of your sketches.