System Settings

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.

System_settings_1.png

Users

Where: System Settings > Users

Why: Add or remove users and change their settings.

Resources:

Security

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.

Resources:

Object and Fields

Where: System Settings > Objects and Fields

Why: Here, you can create custom fields and page layouts for your objects.

Resources: 

User Interface

Where: System Settings > User Interface

Why: Adjust company settings, enable or disable objects or features, and add your company logo to your account here.

Resources:

Automation

Where: System Settings > Automation

Why: Tools to increase productivity by making things happen for your users automatically.

Resources:

Feature Settings

Where: System Settings > Feature Settings

Why: Set up features to capture contacts and leads.

Resources:

Data Administration

Where: System Settings > Data Administration

Why: Customize categories, statuses, and other features.

Resources:

Integrations

Where: System Settings > Integrations

Why: Connect your other apps to Insightly.

Resources:

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