Granting or removing a user's export permissions

Insightly administrators can allow or prevent a user from exporting data by clicking the Export Permissions option on the Users page.

Users will always be limited to exporting only the records that they have permission to see, regardless of whether your account uses Simple or Advanced Permissions.

To grant or deny export permissions:

  1. Go to the System Settings > Users page.
  2. Click on a user's name.
  3. Click Edit User.
  4. Tick or untick the Export Permissions checkbox.
  5. Click Save User Details.
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