Once you make an Insightful account, you need to add employees so that Insightful can start collecting the data you'll be able to analyze later on. 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
👉 If you're not sure which one to choose, please see our full guide on differences between company and personal computers.
Company Computers 💻
When you're installing Insightful on computers owned by the company, you will want to use this option.
From here you can either:
This option is great if you would like to download Insightful to a USB drive, share it via an internal file sharing app or install via Terminal.
Copy & Paste your unique Installation URL
This option is great if you would like to share the download file with another member of your team, for example an IT Administrator or even directly to your employees to install.
After Insightful is installed, the device/user will automatically appear in your dashboard.
👉 Read more on how to add Company Computer users on macOS.
Personal Computers 👨💻
When you're using Insightful on Employee's personal devices, it's important to use this option.
To invite employees, Insightful will ask you for their:
After you send 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
After they have logged into Insightful, they will automatically appear on your dashboard.
❗ Note: 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:
Computers not appearing after installation
If after the installation the employees don't appear on your dashboard, please make sure your network firewall (if you have one) is allowing https://app.workpuls.com, https://app.insightful.io and https://storage.googleapis.com/.
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.
❗ Important Details When Adding New Employees & Devices:
Adding new Employees & Devices will impact your billing. Please see our full billing guide for more information.