How to add and delete users from Insightly Marketing

To add or delete users from Insightly Marketing Automation, you must be an Administrator.

To add users:

  1. Go to System Settings > User List.
  2. To add or invite a new user, click Add New User
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  3. There are two options for adding new users.
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    You can select a Google Apps User from the dropdown to the left or you can invite a non-Gmail user by entering their name and email address in the fields to the right.

    How you add a user here will determine how they sign into Insightly.

    If they are added as a Google Apps User, they will Sign in with Google G Suite.
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    If they are invited as a non-G Suite user, they will sign in using their email and password.
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  4. Click Add New User.
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To delete users:

  1. Go to System Settings > Users.
  2. Click the three dots to the right of the user's name. Select Delete User.
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  3. You will be prompted to reassign the user's open items before deleting their account.
  4. Click Reassign and Delete User.
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