Insightly administrators will get very familiar with the System Settings page. This is where you'll add users, turn account features off and on, configure account security, and customize lists, fields, and pages. These are settings that affect all the users on your account. System Settings menu option may vary depending on a plan and permissions type.
To view the System Settings page, click the profile menu and select System Settings. Your settings are listed on the left, with a search field above them.
Let's go through each section.
Users
This one is pretty self-explanatory. Add or remove users and change their settings.
Security
There are two different kinds of permissions: Simple and Advanced. The options you'll see here in the Security section will depend on the permissions level you've chosen.
Data Definitions
Objects are the record types you'll use in Insightly (contacts, projects, organizations, etc.). By selecting this option and then choosing an object, you can create custom fields and Page Layouts.
Data Management
Customize categories, statuses, and other features to meet your needs.
- Categories
- Lead Statuses
- Lead Sources
- Lead Conversion
- Opportunity Conversion
- Opportunity States
- Pipelines
- Document Templates
- Relationships
Automation
Tools to increase productivity by making things happen for your users automatically.
Product Settings
- Company Settings
- Leads
- Products, Price Books and Quotes
- Inline Editing
- Social Profiles
- Custom Branding
- Email Tracking
- Web To Lead
- Web to Contact
- Google Contact Sync