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