There are several ways to edit settings for your employees in Insightful. Depending on whether you need to change settings for all your employees or for one or few employees individually, and how flexible you need Insightful to be.
Shared tracking settings
One way is with editing shared tracking settings which apply to all your employees and this can be done by going to tracking settings.
❗Note: This way of managing Insightful settings is best used when you have one major use scenario for tracking all your employees.
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 to run in Stealth mode for some employees, and in Normal visibility mode for others. Or you can assign Projects and Tasks to several employees but not to all. These are just few examples.
Templates can be used when you have couple usage scenarios for Insightful and then you assign each one to desired employees. This can be done on the Employee Settings window you can get to by doing the following:
Click on Employees on the sidebar
Click on desired Employee name to get to their individual Employee page
Click on Settings next to their name
Select shared tracking settings template by choosing it from the drop down menu
Learn more about multiple setting profiles through the video below:
You can also edit individual Employee settings which overrides current shared tracking settings template and is applied per employee. Image below represents notification that will stay in the upper right corner on edited employee's settings page for as long as the shared tracking settings template is overridden
You can assign individual settings to an employee by following the steps below:
Go to Employees page by clicking on Employees on the sidebar
Click on the name of the employee you wish to apply specific settings to
On that employee's page you will have Settings button next to their name
Clicking on Settings button will open settings window where you can edit and save settings.