User Permissions & Settings

Understanding Insightful User Permissions and Settings

15 articles in this collection
Written by Jana Jovanović and Uros Maksimovic

User roles and permissions: Introduction

Difference between Admins, Managers, Clients and Employees

Written by Jana Jovanović
Updated over a week ago

Insightful Permission Levels & Roles

Admin User Role

What Administrator user role represents and how to add new Admin to your Insightful account

Written by Uros Maksimovic
Updated over a week ago

Manager user role

Explanation of Manager role, scopes and feature permissions, and how to add new or edit existing Manager user role

Written by Uros Maksimovic
Updated over a week ago

Employee tracking permissions

Description of tracking permissions you can customize your employee's Insightful usage with

Written by Uros Maksimovic
Updated over a week ago

Client user role

How to add and set up Client user role to give them access to employees that work on projects for them

Written by Uros Maksimovic
Updated over a week ago

Advanced Employee Permissions

Permissions you can use to customize your employees dashboards and what data logged by Insightful they can see

Written by Uros Maksimovic
Updated over a week ago

Employee dashboards

How employees can view their own stats on employee dashboards and how to permit / restrict certain data to be viewable

Written by Uros Maksimovic
Updated over a week ago

Insightful Settings

Switching from personal to company computer users

Steps you need to do if you need to switch from personal to company computer users and vice versa

Written by Uros Maksimovic
Updated over a week ago

Shared Tracking Settings and Individual Employee settings override

Different ways to change and apply settings for your whole team or to an employee individually

Written by Uros Maksimovic
Updated over a week ago

Security and Identity

Enterprise SSO setup [SSO]

How to setup and enable Enterprise SSO in Settings

Written by Uros Maksimovic
Updated over a week ago

Edit or Disconnect SAML Configuration [SSO]

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

Written by Uros Maksimovic
Updated over a week ago

Enterprise SSO feature introduction [SSO]

How to use Single Sign-On option to Sign In with your existing SSO account works with Insightful Admin, Manager and Client users.

Written by Uros Maksimovic
Updated over a week ago

Two-factor authentication [2FA]

Introduction to 2FA feature in Insightful and how to Sign In with it

Written by Uros Maksimovic
Updated over a week ago

Setting up Two-factor Authentication [2FA]

Steps for activating 2FA for your Insightful login

Written by Uros Maksimovic
Updated over a week ago

Deactivating Two-Factor Authentication [2FA]

What to do when you want to stop using Two-Factor Authentication

Written by Uros Maksimovic
Updated over a week ago