Insightful

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

User roles and permissions: Introduction

Understanding Insightful User Permissions and 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

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

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

If you would like to track your own data as an Admin/Manager of your organization, you would need to have an Employee account as well.

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

Learn how to change usernames/aliases of Employees in Insightful

What deactivating and reactivating a user means and how to do it

Learn how to merge employees within Insightful's Employees section

What merging Employee users means and how it affects your organization's data

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