Insightly administrators should get very familiar with the System Settings page. These settings affect all users on an account.
To view the System Settings page, click the profile menu and select System Settings. Your settings options are listed on the left, with a search bar above them.
Where: System Settings > Users
Why: Add or remove users and change their settings.
Where: System Settings > Security
Why: There are two different kinds of permissions: Simple and Advanced. The options you'll see here in the Security section will depend on the permissions level you've chosen.
Object and Fields
Where: System Settings > Objects and Fields
Why: Here, you can create custom fields and page layouts for your objects.
Where: System Settings > User Interface
Why: Adjust company settings, enable or disable objects or features, and add your company logo to your account here.
- Company Settings
- Enable Leads
- Enable Products, Price Books, and Quotes
- Social Profiles
- Record ID numbers
Where: System Settings > Automation
Why: Tools to increase productivity by making things happen for your users automatically.
Where: System Settings > Feature Settings
Why: Set up features to capture contacts and leads.
Where: System Settings > Data Administration
Why: Customize categories, statuses, and other features.
- Setting up and using categories
- Setting up your account for lead management
- Mapping opportunity fields on conversion
- Mapping lead fields on conversion
- How to set up opportunity state reasons
- What are Pipelines?
- Link relationships for contacts and organizations
- Export data to an XML file for archival purposes
- Enable email tracking
- Document templates
Where: System Settings > Integrations
Why: Connect your other apps to Insightly.