User Settings can be accessed by all users and is used to personalize your account to fit your preferences and needs. The changes you make here will not affect another user's settings.
Let's start with the basics. Click the profile menu and select User Settings to get started.
Regional settings
Where: User Settings > User Details
Why: Each user should set their time zone to keep their calendar as accurate as possible. You can also adjust your default currency.
Country and language settings
Where: User Settings > User Details
Why: Insightly can be set to one of several different languages. Each member can set their account to their preferred language. Don't forget to set your default address country as well!
Notifications
Where: User Settings > Notifications
Why: You can receive emails when updates are made to records in Insightly. Choose the types of updates you'd like to receive. See How to change your notification and auto-follow settings.
Follow records
Where: User Settings > Following
Why: Get notified about the status of records you've assigned, had assigned to you, or that you've modified. See How to change your notification and auto-follow settings.
Connect your email
Where: User Settings > Email Accounts
Why: By connecting your email account to Insightly you can send email without leaving your CRM, utilize email templates, automatically save a copy of your sent message to the Insightly Emails tab, and receive replies in the inbox of your email account.
Insightly provides connections to Gmail, Office 365 Outlook, Outlook.com (which includes Hotmail accounts), and SMTP servers like Microsoft Exchange. See Set up your account to send email from Insightly.
Add an email signature
Where: User Settings > Email Signature
Why: Customizing your email signature will reduce the chances that your messages will end up in the spam folder of your email recipients when sending email from Insightly. See Customizing your email signature.
Other important settings
There are a few other important items to set up:
- Get your mailbox address to save copies of your emails to Insightly.
- Enable Google Contact Sync.
- Sync Insightly to your calendar.
Administrators can also modify some of these settings for their users from System Settings > User List.
You can adjust your settings whenever you like. There are many more options for customizing your account - take some time to explore and make Insightly yours.