There are several ways to edit settings for your employees in Insightful. The way to do it will depend on whether you need to change settings for all your employees or for one individual or for few employees, but also on how flexible you need Insightful to be.
Shared tracking settings
One way to do it is by editing shared tracking settings that apply to all your employees and this can be done on the Settings → Tracking settings page;
This way of managing Insightful settings is best used when you have one major use case scenario for tracking all your employees.
Settings Templates
Another way to manage Insightful settings for your employees is to create Shared Settings templates on Settings → Tracking Settings → Create new Tracking Settings button and apply them to whichever employee you need to.
You can have as many templates as you need and you can save unique settings per each template.
This way you can set Insightful application to run in Stealth mode for some employees, and in Visible mode for others. Or you can assign Projects and Tasks to several employees but not to all. These are just few examples.
These Templates can be used when you have a couple of use case scenarios for Insightful and then you can assign each one to desired employees. This can be done on the Employee Settings page by doing the following:
Click on Employees on the sidebar in your Insightful application,
Click on desired Employee name to get to their individual Employee page,
Click on Settings in the upper right corner of the page,
Select shared tracking settings template by choosing it from the drop-down menu,
Learn more about multiple setting profiles in this video:
Individual Employee settings
You can also edit individual Employee settings which overrides the current shared tracking settings template and is applied on the individual employee level. The image below represents a notification that will stay in the upper right corner of the edited employee's settings page for as long as the shared tracking settings template remains overridden.
You can assign individual settings to an employee by following the steps below:
Click on Employees on the sidebar in your Insightful application,
Click on the name of the employee you wish to apply specific settings to,
Click on Settings in the upper right corner of the page,
Clicking on Settings button will open settings window where you can edit and save settings.
If the default settings are overridden for users individually, the changes in the shared settings done after the mentioned override will not impact the previously overridden individual users.
The override will have to be reverted in their accounts individually before the mentioned changes of the shared settings could take effect for these particular users.