How to create a custom app

Insightly administrators can create custom apps for the rest of their team. The number of custom apps you can create is determined by the plan you are signed up for.

How to create a custom app

  1. Go to System Settings > Custom Apps.
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  2. Click New Custom App.
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  3. Enter the name of your app.
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  4. Enter a description for your app.
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  5. Choose a color for your app. Click the square icon to bring up the color selector.
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  6. Click Change Icon to select an image to represent your app.
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  7. Click Next.
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  8. Click on an object from the Available Objects list and click the right arrow to add it to your app. You can add or remove any standard or custom objects except the Home object, which is mandatory.
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  9. Click Next.
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  10. Click on a profile from the Available Profiles list and click the right arrow to give those users access to the app. You cannot remove administrators.
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  11. Click Save Custom App.
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Your app has been created! To access it, click on the square icon in the upper right of your screen.
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