Google Workspace is a subscription-based productivity suite from Google. It used to be called Google Apps for Work and is not the same as a free Gmail account.
- What does this have to do with Insightly?
- What's the difference between these accounts?
- How do I know which type of account I have?
- Can I switch between a Google Workspace/non-Google Workspace account?
What does this have to do with Insightly?
While you can sign up through our pricing page and create a standard Insightly account that is not connected to Google Workspace, Google Workspace administrators can create a different account—an "Insightly for Google Workspace" account—through the Google Workspace Marketplace.
If you'd like to use Insightly for Google Workspace, you must register for a paid account with Google Workspace before signing up for Insightly.
What's the difference between these accounts?
Insightly for Google Workspace accounts offer some features that other Insightly accounts do not.
You can log in to Insightly directly from Google Workspace's app grid.
You also will have more functionality when using the Insightly Sidebar for Gmail.
How do I know which type of account I have?
You can check which type of account you have by clicking Insightly's profile menu and rolling your cursor over User Settings. A gray message box will display account information below your name.
- "Domain" will display in Insightly for Google Workspace accounts - This is when you have created an Insightly account that is connected to your G Suite domain.
- "Instance" will display in non-Google Workspace (or Standard) accounts - This is an Insightly account that is not connected to a Google Workspace domain.
Can I switch between a Google Workspace/non-Google Workspace account?
Yes. The owner of the account can convert an account to a Google Workspace account. The account owner must be a Google Workspace Super Admin. For optimal results, make sure the admin is signed into the account they use to log into Insightly. The External Directory Sharing toggle within the Super Admin's profile in Google Workspace must be enabled to allow public data and authenticated users basic profile fields to ensure that Insightly's API will have access to the Super Admin's profile.
Once completed, all existing users will be automatically converted to Google Workspace users. If they do not have a Google Workspace account with the same email address, they cannot be converted. The account owner's email address needs to be entered accurately in order to authenticate or convert an account as it is case-sensitive.
The conversion cannot be initiated if a Google Workspace account already exists for the given domain name.
Additionally, if one of your users has another account that uses their Google Workspace email, they will not be converted and you will be unable to move forward until they delete the account.
You will receive the following error:
The Google Workspace domain name [Your Domain Name] is already in use by a different Insightly instance.
Please delete the instance first to continue the conversion.