Advanced Permissions for Professional and Enterprise plans

We're happy to announce our Advanced Permissions feature for Insightly's Professional and Enterprise plans. Secure your company's data by using Advanced Permissions to help ensure the right users have access to the right information.

With Advanced Permissions, you can:

  • Create profiles which control what record types users can see and change.
  • Define the default organization-wide sharing levels for each record type.
  • Create roles to control which records users can see through a sharing hierarchy.
  • Create sharing rules which let you make exceptions to roles and expand record visibility by sharing access across or up the role hierarchy.

Learn more about Advanced Permission in our help articles or watch our short video tutorial






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