- Choosing which permissions scheme to use
- An introduction to Simple and Advanced Permissions
- How to switch between Simple Permissions to Advanced Permissions
- Video overview of Advanced Permissions
- Setting up user access
- Adding a new user
- How to review a user's permissions and settings
- How to make a user an administrator
- How to grant or revoke permissions to export data
- How to create a read-only user (Advanced Permissions)
- How to change a record owner
- Changing the account owner on a paid subscription plan
- Using Simple Permissions
- Managing users with Simple Permissions
- How to set visibility permissions on a record
- How to change your default visibility for new tasks and events
- How to change your default visibility for saving emails
- Configuring the default record visibility for your users
- Using Advanced Permissions
- Overview of Advanced Permissions
- Managing users with Advanced Permissions
- What are profiles?
- What is organization-wide sharing?
- What are roles?
- What are sharing rules?
- Deleting a role or profile
- Troubleshooting Advanced Permissions and record access
- Understanding Insightly's System Security
The Insightly CRM Security & Permissions Guide
Tony Roma