Insightful

Difference between Admins, Managers, Clients and Employees

User roles and permissions: Introduction

Jana Jovanović

Uros Maksimovic

Understanding Insightful User Permissions and Settings

User Permissions & Settings

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

Admin User Role

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

Manager user role

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

Employee tracking permissions

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

Client user role

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

Advanced Employee Permissions

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

Employee dashboards

Insightful Permission Levels & Roles

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

Switching from personal to company computer users

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

Shared Tracking Settings and Individual Employee settings override

Insightful Settings

How to setup and enable Enterprise SSO in Settings

Enterprise SSO setup [SSO]

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

Edit or Disconnect SAML Configuration [SSO]

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

Enterprise SSO feature introduction [SSO]

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

Two-factor authentication [2FA]

Steps for activating 2FA for your Insightful login

Setting up Two-factor Authentication [2FA]

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

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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