Insightful

Understand the differences between different user roles (Admins, Managers, Clients and Employees) and their permissions

User roles and permissions: Introduction

Jana Jovanović

Uros Maksimovic

Petar Jelaca

Understanding Insightful User Permissions and Settings

User Permissions & Settings

Lear about what the Administrator user role represents in Insightful app and how to set up new Admins and their permissions for your account

Admin User Role

Understand the Manager role in Insightful app (its scopes and feature permissions) and how to add, set up or edit a Manager user role

Setting up Manager user role

Learn how to add and set up Client user role to give your clients access to data and insights related to projects they hired your team to do

Setting up Client user role

What data and stats of their own can employees see (and where in the app) and how to permit/restrict them the visibility of their data

Employee user role: Info employees can see

Learn how to set up your employee's Insightful usage as well as their actions and time tracking

Setting up the Tracking of Employee users

Insightful Permission Levels & Roles

Learn the steps you need to take if you need to switch from personal to company computer users and vice versa

Switching from personal to company computer users

Learn different ways to change and apply settings for your team entirely or to an employee individually

Shared Tracking Settings and Individual Employee settings override

Insightful Settings

How to setup and enable Enterprise Single Sign-On (SSO) in Settings

Enterprise Single Sign-On setup [SSO]

How to edit or remove your Single Sign-On SAML Configuration

Edit or Disconnect SAML Configuration [SSO]

Learn how to use Single Sign-On option to Sign In with your existing SSO account if you are Insightful's Admin, Manager or Client user

Signing in with Enterprise SSO feature [SSO]

Introduction to Two-factor authentication (2FA) feature in Insightful and how to Sign In with it

Two-factor authentication [2FA]

Lear how to set up the Two-factor Authentication (2FA) for your Insightful login

Setting up Two-factor Authentication [2FA]

Learn what you need to do when you want to stop using the Two-factor Authentication (2FA) for your Insightful login

Deactivating Two-Factor Authentication [2FA]

Security and Identity

Terms of Use

Privacy Policy

Acceptable Use Policy

Release Log

System Status

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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