[Insightly Classic] Video: How to Set Advanced Permissions

This video is part of the Security & Permissions Guide

Insightly Classic is the old version of Insightly. It's not available to new accounts. Users on Insightly Classic can switch over to the latest version.

Learn how to set up Insightly's Advanced Permissions to control the records and actions of users through roles and profiles.

For information about adding this feature to your account, email our sales team.

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