Once you create an Insightful account, you need to add employees so that Insightful can start collecting the data you'll be able to analyze later on.
Organization's Admins and Managers with the needed permissions can add new employees and devices.
You can check out the video below with instructions for setting up new employee computers:
Steps to Add Employees & Computers to Insightful
Go to Employees → Add New Employee
Choose between:
Company Computers
Personal Computers
If you're not sure which one to choose, please see our full guide on differences between company and personal computers.
Company Computers
Windows
To get the installation file:
Go to the Employees Dashboard.
Click on Add New Employee.
Select Company Computers.
Select Windows.
Installation in the form of .msi file will be downloaded on the device
To run the installation file:
Locate the downloaded installation file, commonly in the Downloads folder.
Double-click the file to start the installation process.
Follow the installation wizard to complete the installation
Upon completion, the application will be installed on the employee's device and run automatically.
After Insightful is installed, the device/user will automatically appear in your dashboard.
MacOS
👉 Read more on how to add Company Computer users on macOS.
On MacOS, due to its privacy features, employees will see a popup window asking to allow Insightful some permissions. Users should click on Open system preferences and allow Insightful accessibility functions. The window after the installation looks like this:
Linux
👉 Read more on how to add Company Computer users on Linux
Personal computers
To send an invitation to Personal application users, navigate to Employees → Add New Employee → Personal Computers
To invite employees, Insightful will ask you for their:
Email Address
Full Name
Team
After you have sent the invitations to employees:
They will be sent an invitation via email to join Insightful.
They will be asked to register an account with Insightful.
They will need to download and install Insightful on their device.
They will need to log in to Insightful after installation.
If you haven’t installed the application yet, please use this link to download and install it.
After they have logged into Insightful, employees will automatically appear on your dashboard.
Important To Know When Adding New Employees & Devices
It's imperative that you select and use the right version (Company vs. Personal) of computers. Please see our Terms of Use and Acceptable Use Policy for more information.
Adding new Employees & Devices will impact your billing. Please see our full billing guide for more information.
Manage Pending Employee Invites
To help users manage pending Employee invites more efficiently, we’ve introduced a simple way to take action directly within the platform. When viewing your list of pending invites, you can click on the three dots at the end of each row to access a dropdown menu.
This menu provides you with the options to Resend Invitation or Withdraw Invitation, allowing you to easily manage and control the invitation process without needing to contact support.
FAQs
Computers not appearing after installation
If after the installation the employees don't appear on your dashboard, please make sure to check your network firewall settings as described in this article.
Windows 7 Devices not appearing
For devices that are using Windows 7, if they don't automatically appear on your Insightful dashboard, please check this article in addition to the step above.