Quick start

Getting started

Log in

New users receive an email invitation to join the Ingenuity Console. Click the Open Console button in the invitation email to begin the setup process. The console supports both single sign-on (SSO) and standard email/password authentication, depending on your organisation’s configuration.

Switch applications

The Ingenuity Console provides access to multiple applications. Use the app switcher in the top navigation bar to move between them from anywhere in the console.

Available applications depend on your role and organisation settings. Applications you don’t have access to will appear greyed out.

Manage users

Users with the appropriate permissions can invite new members to their organisation. Navigate to the Account Dropdown and click Invite Members, or go to Settings > Users and click Add user.

Both options open the same form:

There are two login methods available:

• Email & Password — the user authenticates with a username and password
• SSO — the user authenticates through your organisation’s identity provider

If your organisation has SSO configured, a warning will appear if you select Email & Password instead.

Once submitted, the user will receive an email invitation with an Open Console button to complete their setup.

Change a user’s role

Select a new role from the dropdown in the Role column of the Users table. Role changes take effect immediately.

Edit a user’s name

Hover over a user’s name in the Users table and click the edit icon. Update the name and press Enter to save.

Remove a user

Click the delete icon next to a user’s name and confirm by entering their email address. This removes them from your organisation only — it does not affect their access to other organisations.

Reset a password

Click the reset password icon next to a user’s name in the Users table. The user will receive an email to set a new password.

Note: Password reset is only available for users with the Email & Password login method. Users who authenticate via SSO must reset their password through their identity provider.

Roles and permissions

Create roles

Users with administrative permissions can create and manage roles to control team member access. Navigate to Settings > Roles from the left sidebar.

To create a new role, click Add role and provide a name and description. Once created, roles can be assigned to users on the Users page. The Roles page displays all existing roles and shows how many members are assigned to each.

Manage permissions

Permissions control what actions each role can perform. They are managed from Organisation Settings > Roles, where a table displays all available permissions as columns and your roles as rows.

To grant a permission to a role, check the corresponding box. Changes take effect immediately — any user assigned that role will gain or lose access straight away.

The roles shown in the table can be filtered using the dropdown at the top.

Organisation-wide and entity-specific permissions

There are two types of permission:

• Organisation-wide — applies across your entire organisation by default. For example, enabling “Manage users” for a role allows members of that role to invite and remove users across the organisation.
• Entity-specific — applies only to a particular resource, such as an individual site, region, or warehouse. For example, you could give a role edit access scoped to only European sites, leaving other sites unaffected.

Entity-specific permissions are useful when you need fine-grained access control — for instance, a regional manager who should only be able to make changes within their own territory.

In the example above, the UK locale of the Arrow Films website has been selected, so the permissions displayed in the table apply only to that site.