Insightly Logo Help Center
Help Center Community
Help Center Community System Status Contact Us Sign in
  1. Insightly Help Center
  2. Insightly Classic
  3. [Insightly Classic] Videos and Webinars
  • [Insightly Classic] Video: Managing Relationships with Insightly
  • [Insightly Classic] Video: Insightly Account Setup (for Admins)
  • [Insightly Classic] Video: How to Send an Email When Using Insightly
  • [Insightly Classic] Video: Organizing with Custom Fields, Categories, or Tags
  • [Insightly Classic] Video: How to Use Projects
  • [Insightly Classic] Video: How to Link Records
  • [Insightly Classic] Video: How to Manage Your Tasks
  • [Insightly Classic] Video: How to Set Advanced Permissions
  • [Insightly Classic] Recorded Webinar: Ready. Set. Go! Getting Started with Insightly
  • [Insightly Classic] Recorded Webinar: How to Successfully Roll Out Insightly to Your Team
See more

[Insightly Classic] Video: How to Set Advanced Permissions

Tony Roma

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.

Was this article helpful?
Insightly Logo
Copyright © 2019 Insightly, Inc. Made in California +1 888 999-4039 Terms of Service Privacy Policy
  • social_twitter
  • social_linkedin
  • Facebook
  • social_youtube