Kourtney Stuthard

1. FAQ
2. Account Administration & Billing

Question How many admins should be on an account? Answer We recommend that each account has at least 2 administrators. You don't want to make all of your users admins, only those who you trust to m...

• Edited April 18, 2019 19:17
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1. FAQ
2. Account Administration & Billing

Question How do I manage what my users can see, edit, and delete? Answer How you manage the access your users have in your account depends on if you are using simple or advanced permissions. To lim...

• Edited April 18, 2019 19:16
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1. FAQ
2. Account Administration & Billing

Question How do I make another user an administrator? Answer Only Insightly administrators can make another user an administrator. The user will also need to complete their account registration bef...

• Edited April 18, 2019 19:16
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1. FAQ
2. Account Administration & Billing

Question Can our users be on different plan levels? Answer No, all users in your Insightly account must be on the same plan.

• Edited April 18, 2019 19:16
• 1 follower
• 0 comments
• 2 votes

1. FAQ
2. Custom Objects and Custom Apps

Question Which plans are Custom Objects and Custom Apps on? Answer Custom Objects are available on our Professional and Enterprise plans. Custom Apps are available on our Enterprise plan. To learn ...

• Edited April 18, 2019 19:05
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1. FAQ
2. Custom Objects and Custom Apps

Question Are Custom Objects and Custom Apps available on the mobile app? Answer Yes, you can access your Custom Objects and Custom Apps on the Insightly mobile application. You cannot create them f...

• Edited April 18, 2019 19:04
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1. FAQ
2. Products, Price Books, & Quotes

Question Can give my clients the option to digitally sign a Quote I send them from Insightly? Answer No, not at this time.

• Created April 15, 2019 23:26
• 1 follower
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• -1 votes

1. FAQ
2. Products, Price Books, & Quotes

Question I want to add my logo to my Quotes, how do I do that? Answer You can do this by creating your own Quote template, adding your logo, and uploading the template to Insightly.  To learn how t...

• Edited April 15, 2019 23:12
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1. FAQ
2. Products, Price Books, & Quotes

Question I want to import some Products and how much I sell them for. How do I do this? Answer You can import your Products just like you'd import any other records. To import the cost of your Prod...

• Edited April 15, 2019 22:57
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1. FAQ
2. Products, Price Books, & Quotes

Question I marked my Product/Price Book as inactive, where can I find it? Answer If you mark a Product as inactive, it will continue to appear in your list of Products. If you mark a Price Book as ...

• Edited April 15, 2019 22:46
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