Administration, Permissions, & Billing
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Customizing Your Account
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How to customize Opportunity Line Item and Quote Line Item Multi-Line Layouts
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How to rename standard objects
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Page Layouts: Related tab
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How to enable Other Contacts At This Organization
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Details page flexible column layout
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How to set up a field dependency
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How to replace the Insightly logo with your own logo
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How to edit company settings
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What are page layouts?
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How to edit or create a page layout
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How to assign a page layout to a profile
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What are Dynamic Page Layout Rules?
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How to set up a Dynamic Layout Rule
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How to delete a page layout
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How to customize Opportunity Line Item and Quote Line Item Multi-Line Layouts
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Managing Your Subcription
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Managing Your Users
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Enabling and disabling CRM or Marketing user licenses
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How to add a new user
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Deleting a user
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Why are users listed as contacts?
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Updating a user's email address
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Reducing the number of users on your subscription
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Following up on new user invitations
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Resolving missing invitations, password resets, or notifications
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How to create a team
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Granting or removing a user's export permissions
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Granting or removing administrator permissions
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How to review a user's settings and permissions
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Configuring Default Item Visibility for your users
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Enabling and disabling CRM or Marketing user licenses
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About Permissions
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The Insightly CRM Security & Permissions Guide
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An introduction to Simple and Advanced Permissions
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Overview of Advanced Permissions
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Managing users with Advanced Permissions
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What are roles permissions?
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What are profiles in Advanced Permissions?
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What are sharing rules?
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What is organization-wide sharing?
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The Insightly CRM Security & Permissions Guide
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How to Set Permissions
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Object Validation Rule Examples
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How to create object validation rules
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What are object validation rules?
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How to switch between Simple and Advanced Permissions
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Managing users with Simple Permissions
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How to set visibility permissions on a record
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Configuring roles in Advanced Permissions
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How to edit or move a role in your permissions hierarchy
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Configuring a profile in Advanced Permissions
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Configuring sharing rules
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Configuring organization-wide sharing
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How to create a read-only user (Advanced Permissions)
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How to delete a role or profile from Advanced Permissions
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Troubleshooting Advanced Permissions and record access
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Object Validation Rule Examples
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Insightly for G Suite
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Data Security
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How to anonymize someone's information in Insightly
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How to extract someone's information from Insightly
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Implementing data retention policies in Insightly
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Insightly and the General Data Protection Regulation (GDPR)
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Data security
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Information for regulated industries
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Options for backing up your Insightly data
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How to anonymize someone's information in Insightly
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Billing