In this article
1. Self-registration link
To access a site in Harmoni, the first step is to register for access. This is usually achieved via clicking on a self-registration link sent to you by your Harmoni representative. The link is typically associated with a group that has access to a specific site. Learn more.
If you are not sure how to obtain the link, contact support@infotools.com. They can help distribute a registration link for you and the people who you would like to give access to.
Fields to complete:
YOUR DETAILS
First Name
Last Name
IDENTIFY YOUR DEVICE
Please enter the type of device you are using, for example, a laptop, tablet, desktop, etc.
HOW WOULD YOU LIKE TO SIGN IN
Email Address: Use your work email address. This will be your Harmoni username.
Password*
Confirm Password*
*Passwords must:
- Be between 8 and 20 characters
- Contain at least 1 number, 1 upper case character, 1 lowercase character, and one non-alphanumeric character
- Password and Confirm Password must match
Click on the Software Terms of Use Agreement text to read the Harmoni End User Terms. You must tick the box to confirm that you have read and accepted the Software Terms of Use Agreement.
Once the form is complete, click the Register button and your registration is complete. Click Return to login and you can log in.
2. Licenses
Your user license role determines your experience in Harmoni. Harmoni allows for three distinct levels of access: Creator, Explorer, and Viewer.
- All users must be allocated a license.
- Each user has a single login and role, which will give them access to one or more sites
- Infotools can automate a license allocation by associating it with a registration link.
- Only Infotools can assign licenses manually.
3. Site access
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- Sites are specific to a client company.
- Each site has a separate registration link. Using a self-registration link adds members to a group that has access to that particular site.
- Existing users who already have access to a specific site in Harmoni, need to be manually added to new groups/sites. Contact support@infotools.com.
4. Publish and Sharing
Even with a license, and access to the site, users will not see the project or data within a story or dashboard until the project, stories, and dashboards have been published to them.
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- The Project needs to be published before anyone can see it.
- The Project also needs to be shared with the users and/or groups of users that you want to see it.
- A Project can be automatically published to All Users by dragging All Users into the Unlisted Access.
- By default, all users have unlisted access to all Dashboards and Stories on a site, so once the project is published they can access the results.
Where to from here?
Learn more about Harmoni