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

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

Ensure Insightful works on macOS by granting required permissions for apps, screenshots, and browser tracking

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

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

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

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

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

Learn how set up Insightful Single Sign-On [SSO] using Okta

Learn how to set up Insightful Single Sign-On [SSO] using Microsoft's Azure Active Directory

Learn how set up Insightful Single Sign-On [SSO] using OneLogin

Learn how set up Insightful Single Sign-On [SSO] using Google

Learn how set up Insightful Single Sign-On [SSO]

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

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

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