Creating a team

In Insightly, your Insightly admins can create teams to easily assign tasks or viewing permissions to groups of users. To add a new team or edit an existing one, click the profile icon to access the System Settings > Teams page.

Teams are only available when using Simple Permissions. If you switch to Advanced Permissions, you will manage access to records through role permissions and profile permissions.

To create a new team:

  1. Enter the team name and click the Add Team button. The new team will appear in the list. (To edit the name of an existing team, click the pencil icon next to the team name.)

  2. Click the Team Members link next to the team name.

  3. Select a new team member from the list, or click the trash can icon next to a name to remove a team member. Your changes are saved instantly, so there is no Save button on this page.

The new team will now appear below the list of users when you are assigning tasks or changing viewing permissions on a record.

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