Welcome to Insightful, a powerful workforce analytics platform designed to help you understand your team's productivity, optimize workflows, and make data-driven decisions.
This guide will break down everything you need to do in your first few days with Insightful. We’ll cover how to set up the platform, integrate it with your existing toolkit, configure key settings, and explore essential features that help you turn raw data into actionable insights.
Below, you’ll find links to essential setup instructions and key resources to help you get Insightful up and running and make sure you’re collecting meaningful data from the very start.
Setup & Initial Configuration
Understand System & Network Requirements to use Insightful,
Visibility settings,
Tracking settings,
Organization level,
Individual employee/user level,
Screenshots settings,
Understand and set up user roles and permissions:
Manager (with a dedicated Onboarding Guide for Managers),
Add employees to your Insightful Dashboard (a.k.a. Insightful browser app) by installing the Insightful desktop app (a.k.a. Insightful agent) on the devices from which you wish to collect data,
Label apps & websites your employees use as productive, neutral or unproductive. This allows you to assess their role in your workflow, track the Utilization score, and manage productivity more effectively,
Additionally, you may want to:
Prevent time tampering with the Strict time feature,
Explore additional functions
Setting up the Two factor authentication (2FA) if your organization requires it,
Setting up SAML Single Sign-On (SSO) if your organization requires it,
API,
Understand Billing
Insightful offers flexible billing options to fit your organization’s needs. Learn how it works here.
Understand Data Safety & Privacy Protection
Insightful is fully dedicated to data safety and privacy protection. Learn more about our compliance and key features in the articles below.:
Exploring further
You're all set up and ready for your first data sets to come in. You can now use real-time insights to enhance your productivity with Insightful.
To get even more out of Insightful, make sure to fine-tune your settings as you go (e.g. idle time threshold, break time, etc.) and explore the many versatile features such as Employee Timesheets, Office vs. Remote; Shift Scheduling, Security & Attendance Alerts, and more.
If you need any help on your journey with Insightful, please do not hesitate to contact our Customer Service Team.