# Insightful Knowledgebase

> Get the most out of Insightful and learn everything about our features through these handy articles and tutorials.

## English

### Insightful Overview

- [Insightful Beginner’s Essentials](https://help.insightful.io/en/articles/10485762-insightful-beginner-s-essentials.md): A simple guide to getting started with Insightful and collecting invaluable data from day one.
- [Insightful Glossary](https://help.insightful.io/en/articles/10513303-insightful-glossary.md): Get acquainted with all the needed terminology to work seamlessly with Insightful
- [InsightsAI \(Beta\) - Insightful AI Chat](https://help.insightful.io/en/articles/9291900-insightsai-beta-insightful-ai-chat.md): Understand Your Workforce Data With Simple Questions
- [Introduction to Time & Attendance](https://help.insightful.io/en/articles/4102201-introduction-to-time-attendance.md): An overview of Insightful’s diverse flexible tools for tracking work hours and managing attendance.
- [Introduction to Productivity Management](https://help.insightful.io/en/articles/9476558-introduction-to-productivity-management.md): Insightful offers a suite of features designed to help organizations manage and enhance employee productivity
- [Introduction to Project Management](https://help.insightful.io/en/articles/9260055-introduction-to-project-management.md): Insightful offers an integrated platform that helps monitor, manage and optimize projects, tasks and employee time
- [Introduction to Reports & Logs](https://help.insightful.io/en/articles/9263866-introduction-to-reports-logs.md): Understand employee activity, productivity, and engagement on a granular level with the help of Insightful Reports & Logs
- [Introduction to Insightful Integrations](https://help.insightful.io/en/articles/9263589-introduction-to-insightful-integrations.md): Learn how to integrate & sync various tools with Insightful
- [Introduction to Pricing & Billing](https://help.insightful.io/en/articles/2128011-introduction-to-pricing-billing.md): Learn about Insightful’s price plans, subscription management and billing model
- [Does Insightful work offline?](https://help.insightful.io/en/articles/2121148-does-insightful-work-offline.md): Learn how Insightful works offline - if the Internet connection is lost
- [Can users stop Insightful?](https://help.insightful.io/en/articles/4207631-can-users-stop-insightful.md): How and when can Insightful tracking be stopped by employees
- [Introduction to the Homepage](https://help.insightful.io/en/articles/15702243-introduction-to-the-homepage.md): A personalized workforce performance dashboard for every manager and admin that uses Insightful.
- [Insightful Onboarding Guide for Managers](https://help.insightful.io/en/articles/4159769-insightful-onboarding-guide-for-managers.md): Get familiar working with Insightful as Managers
- [Insightful Onboarding Guide and Installation Instructions for Personal Computer Users](https://help.insightful.io/en/articles/9984174-insightful-onboarding-guide-and-installation-instructions-for-personal-computer-users.md): Learn how you, as an Employee user, can set up your account and install Insightful on the Personal computer you use for work

### Account Setup & App Install

- [Initial Account Registration & Setup](https://help.insightful.io/en/articles/10011961-initial-account-registration-setup.md): Registering and setting up Insightful for the first time
- [Difference Between Personal and Company Computer Setups](https://help.insightful.io/en/articles/3504947-difference-between-personal-and-company-computer-setups.md): How to choose between Company and Personal computers when installing Insightful
- [Insightful Tracking Settings profiles](https://help.insightful.io/en/articles/4159787-insightful-tracking-settings-profiles.md): Setting up Insightful for your workplace needs
- [Insightful Visibility Settings](https://help.insightful.io/en/articles/3277722-insightful-visibility-settings.md): Insightful can operate and track Employee productivity in two modes: Visible and Stealth. Learn which one suits your organization best.
- [Insightful App Installation: Add Employees and Devices](https://help.insightful.io/en/articles/10012211-insightful-app-installation-add-employees-and-devices.md): Learn how to Add Employees to Insightful, download and install Insightful desktop application
- [Teams overview: Setup, Management, and Data](https://help.insightful.io/en/articles/3516039-teams-overview-setup-management-and-data.md): From creating your first team to reading its data: Manage employees, customize KPIs, and track activity, screenshots, and app usage - all in one Teams page
- [Creating and Managing Org Groups](https://help.insightful.io/en/articles/13546941-creating-and-managing-org-groups.md): Organizational Groups allow users to organize employees and teams into customizable, cross-functional structures while controlling access, data visibility, and reporting through defined roles and s...
- [Minimum System & Network Requirements](https://help.insightful.io/en/articles/3666225-minimum-system-network-requirements.md): Ensure your systems are set for optimal performance of Insightful, with details on OS, hardware, network and browser requirements.
- [Default Browser Setting](https://help.insightful.io/en/articles/4322743-default-browser-setting.md): Learn the steps for setting a browser as default on your device
- [Whitelist Insightful in Antivirus software](https://help.insightful.io/en/articles/4332404-whitelist-insightful-in-antivirus-software.md): Create an exception or exclusion for Insightful if you have an active Antivirus software
- [Using Insightful with virtual machines and remote servers](https://help.insightful.io/en/articles/4635693-using-insightful-with-virtual-machines-and-remote-servers.md): This article explains most common practices of deploying and using Insightful with virtual machines, RDS / RDP, and any other remote session or virtualization
- [MacOS Permissions Required for Insightful](https://help.insightful.io/en/articles/12518583-macos-permissions-required-for-insightful.md): For Insightful to function properly on macOS devices, there are certain permissions that need to be set
- [Require All Necessary macOS Permissions Before Clocking In](https://help.insightful.io/en/articles/14062137-require-all-necessary-macos-permissions-before-clocking-in.md): Learn how to require macOS permissions before employees can clock in, ensuring accurate tracking data by blocking clock-in until required permissions such as Device Control and Data Access \(formerl...
- [Language setup](https://help.insightful.io/en/articles/9258829-language-setup.md): Insightful supports language options, allowing users and organizations to set their preferred language for a more user-friendly experience
- [Time Zone & Time Format Settings](https://help.insightful.io/en/articles/3505115-time-zone-time-format-settings.md): Insightful offers a variety of Time Zone and Time Format options, allowing you to customize or adjust them as needed
- [Manual Installation of Insightful on macOS](https://help.insightful.io/en/articles/4227890-manual-installation-of-insightful-on-macos.md): Learn how to manually install Insightful app to your employees that use devices with macOS
- [How to Manually Allow macOS Permissions](https://help.insightful.io/en/articles/10445327-how-to-manually-allow-macos-permissions.md): Learn how to manually set up all the permissions needed for Insightful to function correctly on macOS
- [Manual Installation of Insightful on Windows](https://help.insightful.io/en/articles/10455309-manual-installation-of-insightful-on-windows.md): Learn how to manually install Insightful app to your employees that use devices with Windows OS
- [When clicking on the installation file redirects to the Microsoft Store](https://help.insightful.io/en/articles/9819271-when-clicking-on-the-installation-file-redirects-to-the-microsoft-store.md): To install Insightful desktop app on Windows without Microsoft Store redirection, disable Windows S Mode by following a few simple steps
- [Insightful Silent Installation on MacOS and Windows](https://help.insightful.io/en/articles/4214946-insightful-silent-installation-on-macos-and-windows.md): Installing Insightful on company-managed computers without distracting users
- [Linux Installation Guide {BETA}](https://help.insightful.io/en/articles/5306667-linux-installation-guide-beta.md): Here's how you can now test Insightful on Linux
- [Install Insightful Remotely on macOS via MDM tools](https://help.insightful.io/en/articles/10471382-install-insightful-remotely-on-macos-via-mdm-tools.md): Learn how to install Insightful desktop app in bulk via Mobile Device Management \(MDM\) tools on company-managed devices with macOS
- [Handling macOS Permissions Remotely \(MDM & Config Profiles\)](https://help.insightful.io/en/articles/10227252-handling-macos-permissions-remotely-mdm-config-profiles.md): This article guides you through the process of remotely managing permissions using configuration profiles for multiple macOS devices, without disturbing your employees
- [Install Insightful on macOS via Jamf Pro](https://help.insightful.io/en/articles/8980404-install-insightful-on-macos-via-jamf-pro.md): Learn how to install Insightful to multiple macOS devices simultaneously and remotely using Jamf Pro Mobile Device Management \(MDM\) tool
- [Install Insightful on macOS via JumpCloud](https://help.insightful.io/en/articles/10495829-install-insightful-on-macos-via-jumpcloud.md): Learn how to set necessary permissions and install the Insightful desktop app in bulk on company-managed devices with macOS using JumpCloud
- [Install Insightful on macOS via Microsoft Intune](https://help.insightful.io/en/articles/10362069-install-insightful-on-macos-via-microsoft-intune.md): Learn how to install the Insightful desktop app in bulk on company-managed devices with macOS using Microsoft Intune
- [Install Insightful on macOS via Hexnode](https://help.insightful.io/en/articles/11887660-install-insightful-on-macos-via-hexnode.md): Learn how to install the Insightful desktop app in bulk on company-managed devices with macOS using Hexnode
- [Install Insightful on macOS via Iru \(former Kandji\)](https://help.insightful.io/en/articles/13715846-install-insightful-on-macos-via-iru-former-kandji.md): Learn how to set necessary permissions and install the Insightful desktop app in bulk on company-managed devices with macOS using Kandji
- [Install Insightful remotely on Windows OS](https://help.insightful.io/en/articles/10461198-install-insightful-remotely-on-windows-os.md): Learn how to install Insightful desktop app in bulk on company-managed devices with Windows OS
- [Deploy Insightful remotely via Microsoft Active Directory Group Policy Objects \(GPO\)](https://help.insightful.io/en/articles/2854253-deploy-insightful-remotely-via-microsoft-active-directory-group-policy-objects-gpo.md): Insightful desktop app can be deployed in bulk remotely via Microsoft Active Directory GPO on company-managed devices with Windows OS
- [Deploy Insightful remotely via Active Directory GPO Software Installation](https://help.insightful.io/en/articles/10473917-deploy-insightful-remotely-via-active-directory-gpo-software-installation.md): Learn how to deploy Insightful desktop app in bulk remotely via Microsoft Active Directory Group Policy Objects \(GPO\) Software Installation
- [Deploy Insightful remotely via Active Directory GPO Scheduled task/PowerShell script](https://help.insightful.io/en/articles/10474863-deploy-insightful-remotely-via-active-directory-gpo-scheduled-task-powershell-script.md): Learn how to deploy Insightful desktop app in bulk remotely via Microsoft Active Directory GPO Scheduled task/PowerShell script
- [Install Insightful Remotely on Windows OS via MDM tools](https://help.insightful.io/en/articles/10469588-install-insightful-remotely-on-windows-os-via-mdm-tools.md): Learn how to install Insightful desktop app in bulk via Mobile Device Management \(MDM\) tools on company-managed devices with Windows OS
- [Install Insightful on Windows OS via Microsoft Intune](https://help.insightful.io/en/articles/10453548-install-insightful-on-windows-os-via-microsoft-intune.md): Learn how to install the Insightful desktop app in bulk on company-managed devices with Windows OS using Microsoft Intune
- [Install Insightful remotely on Windows OS via JumpCloud](https://help.insightful.io/en/articles/12417697-install-insightful-remotely-on-windows-os-via-jumpcloud.md): Learn how to install the Insightful desktop app in bulk on company-managed devices with Windows OS using JumpCloud
- [Install Insightful on Windows OS via Iru \(former Kandji\)](https://help.insightful.io/en/articles/16163726-install-insightful-on-windows-os-via-iru-former-kandji.md): Learn how to install the Insightful desktop app in bulk on company-managed devices with Windows OS using Iru \(former Kandji\) MDM
- [How to Update Insightful: Company Devices](https://help.insightful.io/en/articles/4035526-how-to-update-insightful-company-devices.md): Learn how to update Insightful platform's installation file on your company-managed device
- [How to Update Insightful: Personal Devices](https://help.insightful.io/en/articles/10503072-how-to-update-insightful-personal-devices.md): Learn how to update Insightful platform's installation file on your personal device
- [Version checking guide on macOS](https://help.insightful.io/en/articles/4036756-version-checking-guide-on-macos.md): How to check your Insightful app version on macOS
- [Version checking guide on Windows OS](https://help.insightful.io/en/articles/4036640-version-checking-guide-on-windows-os.md): How to check your Insightful app version on Windows OS
- [How to Uninstall Insightful](https://help.insightful.io/en/articles/4169801-how-to-uninstall-insightful.md): Learn how to Uninstall/Delete Insightful from your device
- [Update Required for your Insightful Agent](https://help.insightful.io/en/articles/10531015-update-required-for-your-insightful-agent.md): Necessary steps for updating the Insightful Agent

### User Permissions & Settings

- [User roles and permissions: Introduction](https://help.insightful.io/en/articles/2121192-user-roles-and-permissions-introduction.md): Understand the differences between different user roles \(Admins, Managers, Clients and Employees\) and their permissions
- [Settings Page Overview](https://help.insightful.io/en/articles/15957629-settings-page-overview.md): Manage your organization's configuration, integrations, billing, security, reporting, and user settings from a single location, with available options depending on your role and permissions
- [Admin User Role](https://help.insightful.io/en/articles/3505424-admin-user-role.md): Learn about what the Administrator user role represents in Insightful app and how to set up new Admins and their permissions for your account
- [Setting up Manager user role](https://help.insightful.io/en/articles/3692827-setting-up-manager-user-role.md): 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 Client user role](https://help.insightful.io/en/articles/3693081-setting-up-client-user-role.md): 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
- [Employee user role: Info employees can see](https://help.insightful.io/en/articles/3741650-employee-user-role-info-employees-can-see.md): 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
- [Track your own data as an Admin/Manager](https://help.insightful.io/en/articles/10496313-track-your-own-data-as-an-admin-manager.md): 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.
- [Setting up the Tracking of Employee users](https://help.insightful.io/en/articles/3498915-setting-up-the-tracking-of-employee-users.md): Learn how to set up your employee's Insightful usage as well as their actions and time tracking
- [Changing Employee usernames](https://help.insightful.io/en/articles/4713812-changing-employee-usernames.md): Learn how to change usernames/aliases of Employees in Insightful
- [Deactivating and Reactivating users](https://help.insightful.io/en/articles/4164257-deactivating-and-reactivating-users.md): What deactivating and reactivating a user means and how to do it
- [How to Merge Employee users?](https://help.insightful.io/en/articles/5044798-how-to-merge-employee-users.md): Learn how to merge employees within Insightful's Employees section
- [Employee User Merging: User Data Consolidation](https://help.insightful.io/en/articles/4748506-employee-user-merging-user-data-consolidation.md): What merging Employee users means and how it affects your organization's data

### Time and Attendance

- [Understanding Employee Timesheets](https://help.insightful.io/en/articles/4051148-understanding-employee-timesheets.md): Insightful provides detailed Employee Timesheets with breakdowns of different time categories like Work, Idle and Break time
- [Day View on Timesheets](https://help.insightful.io/en/articles/11464492-day-view-on-timesheets.md): View total daily work activity in one line, including all shifts, for a clear overview of time, productivity and utilization
- [Understanding Attendance report](https://help.insightful.io/en/articles/5275872-understanding-attendance-report.md): Review daily attendance and working hours of all your employees in one place with Attendance view report
- [Manual Attendance Tracking scenario](https://help.insightful.io/en/articles/3568616-manual-attendance-tracking-scenario.md): Learn everything you need to know about Insightful's Manual Attendance Tracking functionality
- [Automatic Attendance Tracking scenarios](https://help.insightful.io/en/articles/3678065-automatic-attendance-tracking-scenarios.md): Automate Clock-in and Clock-out based on activity, schedules, network connections, or VPN for best attendance tracking
- [Project-based Attendance Tracking](https://help.insightful.io/en/articles/3552000-project-based-attendance-tracking.md): How to start tracking Time on Tasks, Attendance, and Productivity; Difference between Manual and Project Based Attendance tracking
- [Manual vs. Project-based Attendance tracking](https://help.insightful.io/en/articles/10559328-manual-vs-project-based-attendance-tracking.md): Learn the differences between Manual and Project-Based Attendance tracking scenarios to understand which suits your business needs better
- [Activities Timeline report: Understand and analyze Team activities](https://help.insightful.io/en/articles/5079496-activities-timeline-report-understand-and-analyze-team-activities.md): Analyze the data on daily activities of your employees and optimize your workforce management with Insightful's Timeline report
- [Activities Timeline per employee](https://help.insightful.io/en/articles/9399041-activities-timeline-per-employee.md): Activities Timeline offers a detailed look at individual employee work patterns and activities and managers see their daily activities
- [Employee Engagement Levels](https://help.insightful.io/en/articles/8512794-employee-engagement-levels.md): Understand where and how your employees are most engaged and optimize your workforce with Insightful's Engagement Level feature
- [Activity Logs](https://help.insightful.io/en/articles/4641289-activity-logs.md): With Insightful's Activity Logs Admins get a play by play of all apps and websites used by their organizations
- [Audit Logs](https://help.insightful.io/en/articles/6127060-audit-logs.md): Admins can have an insight into the in-app activities of all users that belong to their organization using Insightful's Audit Logs
- [Organization Visibility in the Agent](https://help.insightful.io/en/articles/14062317-organization-visibility-in-the-agent.md): Learn how the Agent displays and allows employees to select the active organization, helping ensure time and activity data are recorded under the correct organization, especially for users who belo...
- [Manual Time Entry: How to submit and review](https://help.insightful.io/en/articles/5679527-manual-time-entry-how-to-submit-and-review.md): Manual Time Entry scopes and permissions explained
- [Manual Time Entry: Overview](https://help.insightful.io/en/articles/5689891-manual-time-entry-overview.md): Learn everything you need to know about tracking offline work-related activities with Insightful's Manual time entry feature.
- [Manual Time Entry for Admins and Managers](https://help.insightful.io/en/articles/5689884-manual-time-entry-for-admins-and-managers.md): How to review Manual Time Entries as Admin/Manager
- [Schedules: Introduction](https://help.insightful.io/en/articles/6579285-schedules-introduction.md): What is Shift scheduling and Time off and how can you use it to most effectively manage your workforce?
- [Shift Scheduling Setup](https://help.insightful.io/en/articles/6579427-shift-scheduling-setup.md): Customize Shift Scheduling according to your organization's requirements with Insightful Settings
- [Import Shift Schedule via CSV](https://help.insightful.io/en/articles/10085958-import-shift-schedule-via-csv.md): Import Guidelines of Scheduled Shifts
- [Managing Team Shifts and Schedules](https://help.insightful.io/en/articles/6579355-managing-team-shifts-and-schedules.md): Learn how to manage your team's schedules by creating, editing, and deleting shifts in the Time and Attendance section of your dashboard
- [Breaks: Enabling, Using and Managing](https://help.insightful.io/en/articles/4207531-breaks-enabling-using-and-managing.md): Learn how Admins can enable break functionality and how Employees can utilize it within different Tracking scenarios offered by Insightful
- [Expected Break Hours for Scheduled Shifts](https://help.insightful.io/en/articles/10192948-expected-break-hours-for-scheduled-shifts.md): Define and manage break times for scheduled shifts, impacting utilization calculations
- [Shift Attendance Notifications](https://help.insightful.io/en/articles/6579497-shift-attendance-notifications.md): Get notified if your employees are running late, haven't started their shift yet or are absent from work having entirely missed their shift
- [Analyze Employee Work time Productivity and Shift data](https://help.insightful.io/en/articles/6579538-analyze-employee-work-time-productivity-and-shift-data.md): Efficiently manage and analyze employee shifts and productivity with Insightful dashboard
- [Time Off](https://help.insightful.io/en/articles/9953141-time-off.md): Time Off in Insightful allows Admins and Managers to track non-working days, manage employee schedules, and improve utilization accuracy
- [Import Time Off Schedule via CSV](https://help.insightful.io/en/articles/10085910-import-time-off-schedule-via-csv.md): Import Guidelines for Time off
- [Schedule Adherence report](https://help.insightful.io/en/articles/12041773-schedule-adherence-report.md): Get a clear view of employee shift adherence - track lateness, absences, overtime, and undertime in one centralized report
- [Creating and Managing Custom Time Off Types](https://help.insightful.io/en/articles/16618393-creating-and-managing-custom-time-off-types.md): Learn how to create, edit, and apply your own time-off types alongside Insightful's default options
- [Setting up Attendance Alerts](https://help.insightful.io/en/articles/8355524-setting-up-attendance-alerts.md): A Step-by-Step Guide to Receiving Real-Time Updates on Attendance Discrepancies
- [Irregular Behavior Alert](https://help.insightful.io/en/articles/16663834-irregular-behavior-alert.md): Learn how Insightful flags automated activity like mouse jigglers and auto-clickers, with the evidence to back every case
- [Inactivity dialogs - Introduction](https://help.insightful.io/en/articles/6772426-inactivity-dialogs-introduction.md): Inactivity dialogs proactively inform users about their idle state and provide relevant information or actions to keep them engaged
- [Inactivity dialogs - Manual attendance tracking](https://help.insightful.io/en/articles/8194401-inactivity-dialogs-manual-attendance-tracking.md): Inactivity dialogs that proactively inform Manual attendance tracking scenario users about their idle state
- [Inactivity dialogs - Automatic attendance tracking](https://help.insightful.io/en/articles/8194188-inactivity-dialogs-automatic-attendance-tracking.md): Inactivity dialogs which proactively inform Automatic tracking scenarios users about their idle state
- [Inactivity dialogs - Project based tracking](https://help.insightful.io/en/articles/8194038-inactivity-dialogs-project-based-tracking.md): Inactivity dialogs which proactively inform Project based tracking scenario users about their idle state and clock-out time
- [When can Company Computers Automatically Clock-Out?](https://help.insightful.io/en/articles/4206404-when-can-company-computers-automatically-clock-out.md): Learn about Clock-Out with Automatic Tracking Scenarios and setting thresholds other than the default on Company Computers
- [What is Idle time and how can I set up or edit it in Insightful?](https://help.insightful.io/en/articles/3668738-what-is-idle-time-and-how-can-i-set-up-or-edit-it-in-insightful.md): Learn about Idle time and where to find settings to extend or shorten trigger period for Idle time

### Productivity Management

- [Real-time Insights into Employee Activities and Productivity](https://help.insightful.io/en/articles/4280253-real-time-insights-into-employee-activities-and-productivity.md): Review and analyze what your team is working on in real-time and adapt accordingly for optimal productivity and best results
- [Always active: Keep apps & websites active and avoid idling](https://help.insightful.io/en/articles/4035805-always-active-keep-apps-websites-active-and-avoid-idling.md): Define which apps and websites will always be treated as active and never as idle \(like video conferencing, meeting and VOIP applications\)
- [Productivity Labeling: Introduction](https://help.insightful.io/en/articles/5789603-productivity-labeling-introduction.md): Streamline productivity tracking by labeling categories of apps and websites as productive, neutral, or unproductive for your organization
- [Managing Productivity With Apps & Websites Labelling](https://help.insightful.io/en/articles/3507778-managing-productivity-with-apps-websites-labelling.md): Learn how to label apps, websites and categories per Team, and how that helps Insightful track employee productivity
- [Productivity Labeling: Applying Changes in Bulk](https://help.insightful.io/en/articles/5789651-productivity-labeling-applying-changes-in-bulk.md): Apply bulk changes and save time while reviewing and labeling newly used Apps and Websites
- [Productivity Labeling: Auto-labeling Mode](https://help.insightful.io/en/articles/8394506-productivity-labeling-auto-labeling-mode.md): How to automatically categorize the apps and websites your team uses as productive, neutral, or unproductive.
- [Productivity Labeling: Recommendations Mode](https://help.insightful.io/en/articles/7120637-productivity-labeling-recommendations-mode.md): Learn how and where to review Insightful's recommendations for labeling unlabeled applications and websites your employees use
- [How to Review and Analyze Apps and Websites Employees Use?](https://help.insightful.io/en/articles/5789626-how-to-review-and-analyze-apps-and-websites-employees-use.md): Pages dedicated to individual Apps and Websites employees use give a more in-depth view of employee productivity and behavior
- [Understanding Employee Utilization Score](https://help.insightful.io/en/articles/4211156-understanding-employee-utilization-score.md): Learn about utilization score and how to choose the right utilization formula
- [Calculate Utilization with Standard Hours Formula](https://help.insightful.io/en/articles/10576229-calculate-utilization-with-standard-hours-formula.md): Learn more about how to setup this formula for your organization
- [Calculate Utilization with Scheduled Hours Formula](https://help.insightful.io/en/articles/10576245-calculate-utilization-with-scheduled-hours-formula.md): Learn more about how to setup this formula for your organization
- [Calculate Utilization with Work Hours Formula](https://help.insightful.io/en/articles/10576259-calculate-utilization-with-work-hours-formula.md): Learn more about how to setup this formula for your organization
- [Calculate Utilization with Active Hours Formula](https://help.insightful.io/en/articles/10576253-calculate-utilization-with-active-hours-formula.md): Learn more about how to setup this formula for your organization
- [Team level utilization](https://help.insightful.io/en/articles/12446425-team-level-utilization.md): Configure team-level utilization with custom formulas and scoped team assignments for precise tracking
- [Setting up Screenshots: Configuration guide](https://help.insightful.io/en/articles/3741583-setting-up-screenshots-configuration-guide.md): Understanding the settings of Insightful's Screenshot capturing feature and choosing the right ones for your needs
- [On-demand screenshots](https://help.insightful.io/en/articles/5595127-on-demand-screenshots.md): Learn how to manually take screenshots in real-time
- [Blurred Screenshots](https://help.insightful.io/en/articles/5653329-blurred-screenshots.md): Learn how to provide an additional layer of privacy to your Employees by blurring the taken screenshots of their screens
- [Screen Recording](https://help.insightful.io/en/articles/9576871-screen-recording.md): Record and play back the screen recordings of employees' screens

### Project Management

- [Navigating Insightful's Projects Section](https://help.insightful.io/en/articles/3527661-navigating-insightful-s-projects-section.md): Learn how to use Insightful's Projects section to view time employees spent on projects or specific tasks, projects status and it's costs
- [Creating and Editing Projects and Tasks](https://help.insightful.io/en/articles/3358008-creating-and-editing-projects-and-tasks.md): Learn how to easily create, edit, delete and manage Projects and their related Tasks in Insightful
- [Managing Project-related Tasks](https://help.insightful.io/en/articles/3528024-managing-project-related-tasks.md): Learn to manage Tasks and their progress flow with Insightful's Kanban-style Task overview board and its connection with Insightful Widget
- [Managing Projects and Tasks on Insightful Widget](https://help.insightful.io/en/articles/3518770-managing-projects-and-tasks-on-insightful-widget.md): Learn how to manage Projects and Tasks on Insightful Widget, including adding Tasks and tracking time on them
- [Time Limits](https://help.insightful.io/en/articles/10146604-time-limits.md): Time Limits ensure controlled project hours with customizable daily, weekly, or monthly limits
- [Setting Billable Rates Per Projects and Invoicing Your Clients](https://help.insightful.io/en/articles/8870212-setting-billable-rates-per-projects-and-invoicing-your-clients.md): Keeping Your Projects On Track

### Reports

- [Workload Distribution](https://help.insightful.io/en/articles/9674135-workload-distribution.md): Workload Distribution groups employees by utilization, enabling teams to analyze and optimize workload
- [Review Insightful Reports in Excel or Google Docs](https://help.insightful.io/en/articles/4299138-review-insightful-reports-in-excel-or-google-docs.md): How to import or open .csv Insightful reports in Excel and Google Docs
- [Receive Reports by Email](https://help.insightful.io/en/articles/4033241-receive-reports-by-email.md): Automatically send out analytics data and reports from Insightful to emails addresses of your choice
- [AI Adoption Report](https://help.insightful.io/en/articles/15692613-ai-adoption-report.md): This report gives managers and admins a single place to understand which AI tools are being used across the organization
- [Productivity Trends Dashboard](https://help.insightful.io/en/articles/6768955-productivity-trends-dashboard.md): Measure and compare employee utilization and productive time over any time period using Insightful's Productivity Trends dashboard
- [Communication Report: Gain clear visibility into employees’ communication patterns](https://help.insightful.io/en/articles/16554664-communication-report-gain-clear-visibility-into-employees-communication-patterns.md): Learn where your team's time goes: scheduled meetings, ad-hoc calls, messaging, and more
- [View and filter Apps & Websites by Category](https://help.insightful.io/en/articles/8717539-view-and-filter-apps-websites-by-category.md): Understand how your teams spend time by Category of Apps & Websites
- [Category Report](https://help.insightful.io/en/articles/9027286-category-report.md): Get Actionable Insights & Spot Work Patterns
- [Creating and Using Custom Tags](https://help.insightful.io/en/articles/8836872-creating-and-using-custom-tags.md): Use Custom Tags to Organize Apps and Websites in a Way That Best Fits Your Team's Needs
- [Tags Report](https://help.insightful.io/en/articles/9159208-tags-report.md): Gain Actionable Insights and Spot Work Patterns With Custom Reporting
- [Location Insights Report](https://help.insightful.io/en/articles/7176466-location-insights-report.md): Get insights on how remote work impacts productivity and hours, while tracking compliance with hybrid work policies
- [Setting up Office Locations](https://help.insightful.io/en/articles/11055586-setting-up-office-locations.md): Learn how to create your office locations using IP or MAC addresses
- [Flexible settings for Location determination](https://help.insightful.io/en/articles/11055850-flexible-settings-for-location-determination.md): Set up Insightful to match your company's definition of office, remote, and mixed workdays
- [Employee Location Visibility Across Insightful](https://help.insightful.io/en/articles/11055979-employee-location-visibility-across-insightful.md): Monitor employee work locations directly through Insightful
- [Auto-detecting office locations](https://help.insightful.io/en/articles/11992497-auto-detecting-office-locations.md): Automatically detect potential office locations based on employee IP/MAC data
- [Workflow Optimization \(Beta\)](https://help.insightful.io/en/articles/15932578-workflow-optimization-beta.md): See how work actually moves, not just what your tickets say

### Insightful Advanced

- [Automatic Registration of Employees on Company computers](https://help.insightful.io/en/articles/4201107-automatic-registration-of-employees-on-company-computers.md): Insightful automatically tracks every newly logged-in employee, allowing customized configurations in both identification and naming
- [Switching from Personal to Company Computer Set-up and Vice versa](https://help.insightful.io/en/articles/4047593-switching-from-personal-to-company-computer-set-up-and-vice-versa.md): Learn the steps you need to take if you need to switch from personal to company computer set-up and vice versa
- [Shared Tracking Settings and Individual Employee settings override](https://help.insightful.io/en/articles/3711892-shared-tracking-settings-and-individual-employee-settings-override.md): Learn different ways to change and apply settings for your team entirely or to an employee individually
- [How Can I Track Multiple Employees on the Same Device?](https://help.insightful.io/en/articles/11470917-how-can-i-track-multiple-employees-on-the-same-device.md): Learn how to set Insightful to track activities of multiple employees on the same device
- [How Can I Track Employees with Multiple Devices?](https://help.insightful.io/en/articles/11495419-how-can-i-track-employees-with-multiple-devices.md): This article guides you step-by-step on how to set tracking for employees who use more than one device
- [Get API collections \[using Postman\]](https://help.insightful.io/en/articles/4131022-get-api-collections-using-postman.md): Learn how to get API collections and authorization for accessing them using Postman application
- [Server time check - Strict time feature](https://help.insightful.io/en/articles/4703371-server-time-check-strict-time-feature.md): Use Insightful's Strict time security feature to sync with server time, prevent time tampering and tracking manipulation attempts
- [Checking macOS Permissions via API](https://help.insightful.io/en/articles/10214772-checking-macos-permissions-via-api.md): Insightful provides detailed visibility into granted MacOS permissions via API at both user and organization levels
- [Import of Microsoft Active Directory Users and User Info](https://help.insightful.io/en/articles/4703609-import-of-microsoft-active-directory-users-and-user-info.md): Learn how certain Microsoft Active Directory user data can be synced and used with Insightful
- [How to set up Insightful MCP server](https://help.insightful.io/en/articles/16097733-how-to-set-up-insightful-mcp-server.md): Learn how to connect AI tools like Claude or ChatGPT to Insightful using MCP in order to analyze your workforce data
- [Insightful MCP server: Ask your AI assistant about your workforce data](https://help.insightful.io/en/articles/16097794-insightful-mcp-server-ask-your-ai-assistant-about-your-workforce-data.md): Learn what the Insightful MCP server is and how it lets AI tools like Claude or ChatGPT answer questions from your Insightful data \(read-only\) and within the permissions you already have
- [Device slowdown Troubleshooting](https://help.insightful.io/en/articles/4426181-device-slowdown-troubleshooting.md): What to do if your device slows down and you suspect it might have to do something with Insightful
- [App stuck loading, dashboard blank or missing data](https://help.insightful.io/en/articles/4341514-app-stuck-loading-dashboard-blank-or-missing-data.md): When page is stuck on loading screen when accessing Insightful, dashboard is blank or have some data missing - this might be browser related
- [Company Computers don't appear after installation \[Firewall\]](https://help.insightful.io/en/articles/4054270-company-computers-don-t-appear-after-installation-firewall.md): Learn how to ensure that access to Insightful is enabled in your firewall settings
- [Websites visited in Firefox not being listed by Insightful](https://help.insightful.io/en/articles/4163857-websites-visited-in-firefox-not-being-listed-by-insightful.md): Learn how to adjust Firefox settings to allow visited websites to be recorded and listed by Insightful
- [Missing Detailed Info on Apps and Websites Usage \[macOS\]](https://help.insightful.io/en/articles/4042760-missing-detailed-info-on-apps-and-websites-usage-macos.md): Here is what to do if you are not seeing which websites your employees are visiting during working hours on their macOS devices
- [Screenshots or Screen recording not being captured \[macOS\]](https://help.insightful.io/en/articles/3859112-screenshots-or-screen-recording-not-being-captured-macos.md): How to give Insightful permission to take screenshots or screen recording on macOS Catalina and Ventura
- [Not Seeing Captured Screenshots](https://help.insightful.io/en/articles/4473308-not-seeing-captured-screenshots.md): Learn more about Insightful's screenshots capturing function to better understand how to resolve most common challenges you may come across
- [Resolving Error Messages](https://help.insightful.io/en/articles/4097207-resolving-error-messages.md): Learn what different error messages in Insightful mean and how to troubleshoot/resolve them

### Integrations

- [Directory Integrations - CSV Import](https://help.insightful.io/en/articles/6040301-directory-integrations-csv-import.md): Synchronize your organizational structure with Insightful through CSV file import
- [Data Warehouse - BigQuery Integration](https://help.insightful.io/en/articles/6472494-data-warehouse-bigquery-integration.md): Load data from Insightful into a BigQuery data warehouse
- [Employee/User data CSV import: Instructions to create a file](https://help.insightful.io/en/articles/10616216-employee-user-data-csv-import-instructions-to-create-a-file.md): This article details the required structure, field specifications, and best practices to ensure you accurately populate your Employee and User data in the CSV files and prevent import errors.
- [Data Warehouse - Snowflake Integration](https://help.insightful.io/en/articles/11873931-data-warehouse-snowflake-integration.md): Easily load Insightful data into Snowflake with a secure, fully managed integration for powerful, automated reporting
- [Project Management Integrations: Introduction](https://help.insightful.io/en/articles/8227338-project-management-integrations-introduction.md): Integrate and sync project management tools with Insightful
- [Project Management Integrations: Project Selection](https://help.insightful.io/en/articles/8227337-project-management-integrations-project-selection.md): Choose project/list you want to integrate and sync with Insightful
- [Project Management Integrations: User Mapping](https://help.insightful.io/en/articles/8227336-project-management-integrations-user-mapping.md): Map unmatched users between your project management provider and Insightful
- [Project Management Integrations: Agent View Set Up](https://help.insightful.io/en/articles/8227332-project-management-integrations-agent-view-set-up.md): Choose tasks statuses visible to your employees
- [Setting Up Zoho Bug Tracker Integration](https://help.insightful.io/en/articles/8756886-setting-up-zoho-bug-tracker-integration.md): Sync your projects and bug tracking with Insightful's Zoho Bug Tracker Integration
- [Merge × Atlassian: OAuth Migration](https://help.insightful.io/en/articles/14035587-merge-atlassian-oauth-migration.md): Merge is deprecating basic authentication for all Atlassian product integrations \(Jira, Jira Service Management, Confluence\) effective March 31, 2026. Atlassian is mandating this change across all ...
- [HRIS Integrations: Introduction](https://help.insightful.io/en/articles/8601228-hris-integrations-introduction.md): Once connected, our HRIS integration will keep your employee data up-to-date in Insightful, onboard and offboard employees automatically
- [Sync Paid Time Off from Your HR Tool](https://help.insightful.io/en/articles/16434357-sync-paid-time-off-from-your-hr-tool.md): Paid Time Off \(PTO\) sync automatically brings approved time off from your connected HR tool \(HRIS\) into Insightful.
- [Setting up the AlexisHR integration](https://help.insightful.io/en/articles/8607338-setting-up-the-alexishr-integration.md): Our AlexisHR integration allows you to sync your employee data with Insightful - completely automatically
- [Setting up the HiBob Integration](https://help.insightful.io/en/articles/8601554-setting-up-the-hibob-integration.md): Our HiBob integration allows you to sync your employee data with Insightful - completely automatically
- [Setting up the Humaans integration](https://help.insightful.io/en/articles/8607489-setting-up-the-humaans-integration.md): Our Humaans integration allows you to sync your employee data with Insightful - completely automatically
- [Setting up the BambooHR integration](https://help.insightful.io/en/articles/8607354-setting-up-the-bamboohr-integration.md): Our BambooHR integration allows you to sync your employee data with Insightful - completely automatically
- [Setting up the Trinet integration](https://help.insightful.io/en/articles/8607518-setting-up-the-trinet-integration.md): Our Trinet integration allows you to sync your employee data with Insightful - completely automatically
- [Setting up the HR Partner integration](https://help.insightful.io/en/articles/8607371-setting-up-the-hr-partner-integration.md): Our HR Partner integration allows you to sync your employee data with Insightful - completely automatically
- [Setting up the HR Cloud integration](https://help.insightful.io/en/articles/8607534-setting-up-the-hr-cloud-integration.md): Our HR Cloud integration allows you to sync your employee data with Insightful - completely automatically
- [Setting up the Zoho People integration](https://help.insightful.io/en/articles/8821120-setting-up-the-zoho-people-integration.md): Our Zoho People integration allows you to sync your employee data with Insightful - completely automatically
- [Setting up the Workday integration](https://help.insightful.io/en/articles/10225494-setting-up-the-workday-integration.md): Learn how to set up Workday integration in Insightful to sync employee data, teams, and permissions seamlessly
- [Setting up the ChartHop integration](https://help.insightful.io/en/articles/10327636-setting-up-the-charthop-integration.md): Our ChartHop integration allows you to sync your employee data with Insightful completely automatically
- [Setting up the SAP SuccessFactors integration](https://help.insightful.io/en/articles/8607502-setting-up-the-sap-successfactors-integration.md): Our SAP Success Factors integration allows you to sync your employee data with Insightful - completely automatically
- [Directory \(Identity Provider\) Integrations: Introduction](https://help.insightful.io/en/articles/16498820-directory-identity-provider-integrations-introduction.md): Identity Provider / Directory integrations \(Okta, Microsoft Entra ID, Google Workspace, JumpCloud\)
- [Setting up the Microsoft Entra ID integration](https://help.insightful.io/en/articles/9578131-setting-up-the-microsoft-entra-id-integration.md): Our Entra integration allows you to sync your employee data with Insightful - completely automatically
- [Setting up the Okta integration](https://help.insightful.io/en/articles/8607586-setting-up-the-okta-integration.md): Our Okta integration allows you to sync your employee data with Insightful - completely automatically
- [Setting up the JumpCloud integration](https://help.insightful.io/en/articles/13930079-setting-up-the-jumpcloud-integration.md): Our JumpCloud integration allows you to sync your employee data with Insightful - completely automatically
- [Setting up the Google Workspace integration](https://help.insightful.io/en/articles/13930303-setting-up-the-google-workspace-integration.md): Our Google Workspace integration allows you to sync your employee data with Insightful - completely automatically
- [Setting up the Google Calendar integration](https://help.insightful.io/en/articles/10393227-setting-up-the-google-calendar-integration.md): Integrating your Google Calendar with Insightful
- [Setting up the Outlook Calendar integration](https://help.insightful.io/en/articles/10308474-setting-up-the-outlook-calendar-integration.md): Integrating your Outlook Calendar with Insightful

### Security & Data Privacy

- [Employee Privacy Protection](https://help.insightful.io/en/articles/4035926-employee-privacy-protection.md): A short guide to the protection of your Employees' privacy with Insightful
- [Data Insightful Collects](https://help.insightful.io/en/articles/10664903-data-insightful-collects.md): Learn what sorts of data Insightful desktop application collects to help organizations effectively manage productivity
- [How Long Insightful Keeps Your Data](https://help.insightful.io/en/articles/13377038-how-long-insightful-keeps-your-data.md): Learn how long Insightful stores different types of data and what happens to it after account deletion
- [Insightful’s HIPAA and GDPR compliance](https://help.insightful.io/en/articles/8681226-insightful-s-hipaa-and-gdpr-compliance.md): Insightful ensures the safety of your data through compliance with USA, EU, and global security standards, including HIPAA and GDPR
- [Setting Up Security Alerts](https://help.insightful.io/en/articles/8355612-setting-up-security-alerts.md): A Step-by-Step Guide to Receiving Real-Time Updates on Insider Security Threats
- [Two-factor authentication \[2FA\]](https://help.insightful.io/en/articles/4294408-two-factor-authentication-2fa.md): Introduction to Two-factor authentication \(2FA\) feature in Insightful and how to Sign In with it
- [Supported authenticator apps \[2FA\]](https://help.insightful.io/en/articles/4294106-supported-authenticator-apps-2fa.md): Learn which mobile apps you can use for two-step verification for your Insightful login with 2FA enabled
- [Setting up Two-factor Authentication \[2FA\]](https://help.insightful.io/en/articles/4294638-setting-up-two-factor-authentication-2fa.md): Lear how to set up the Two-factor Authentication \(2FA\) for your Insightful login
- [Signing In with Two-factor authentication \[2FA\]](https://help.insightful.io/en/articles/10396742-signing-in-with-two-factor-authentication-2fa.md): Introduction to Two-factor authentication \(2FA\) feature in Insightful and how to Sign In with it
- [Deactivating Two-Factor Authentication \[2FA\]](https://help.insightful.io/en/articles/4305115-deactivating-two-factor-authentication-2fa.md): Learn what you need to do when you want to stop using the Two-factor Authentication \(2FA\) for your Insightful login
- [Lost 2FA recovery code](https://help.insightful.io/en/articles/4294240-lost-2fa-recovery-code.md): What to do if you can't access your 2FA Authenticator app and you lost your 2FA recovery code
- [Enterprise SAML SSO setup](https://help.insightful.io/en/articles/10393686-enterprise-saml-sso-setup.md): How to setup and enable Enterprise Security Assertion Markup Language \(SAML\) Single Sign-On \(SSO\) in Settings
- [Signing in with Enterprise SAML SSO feature](https://help.insightful.io/en/articles/5045446-signing-in-with-enterprise-saml-sso-feature.md): Learn how to use SAML Single Sign-On option to Sign In with your existing SSO account if you are Insightful's Admin, Manager, Client users and Personal Employee user
- [Edit or Disconnect SAML SSO Configuration](https://help.insightful.io/en/articles/5194714-edit-or-disconnect-saml-sso-configuration.md): How to edit or remove your Security Assertion Markup Language \(SAML\) Single Sign-On \(SSO\) Configuration
- [Set up Insightful SAML SSO using Okta](https://help.insightful.io/en/articles/10394013-set-up-insightful-saml-sso-using-okta.md): Learn how set up Insightful Security Assertion Markup Language \(SAML\) Single Sign-On \(SSO\) using Okta
- [Microsoft Entra ID SAML SSO Setup Instructions](https://help.insightful.io/en/articles/10396317-microsoft-entra-id-saml-sso-setup-instructions.md): Learn how to set up Insightful Security Assertion Markup Language \(SAML\) Single Sign-On \(SSO\) using Microsoft's Entra ID
- [Set up Insightful SAML SSO using OneLogin](https://help.insightful.io/en/articles/10396409-set-up-insightful-saml-sso-using-onelogin.md): Learn how set up Insightful Security Assertion Markup Language \(SAML\) Single Sign-On \(SSO\) using OneLogin
- [Set up Insightful SAML SSO using Google](https://help.insightful.io/en/articles/10396556-set-up-insightful-saml-sso-using-google.md): Learn how set up Insightful Security Assertion Markup Language \(SAML\) Single Sign-On \(SSO\) using Google
- [Automatically added users](https://help.insightful.io/en/articles/12115673-automatically-added-users.md)

### Pricing & Billing

- [Insightful Price Plans: Introduction](https://help.insightful.io/en/articles/5276864-insightful-price-plans-introduction.md): A short overview of different Insightful price plans
- [Workforce Analytics Plan](https://help.insightful.io/en/articles/5276799-workforce-analytics-plan.md): Features and pricing information for Workforce Analytics Plan
- [Workflow Optimization Plan](https://help.insightful.io/en/articles/5276806-workflow-optimization-plan.md): Features and pricing information for Workflow Optimization Plan
- [Combo Plan - Workforce Analytics + Workflow Optimization](https://help.insightful.io/en/articles/5276834-combo-plan-workforce-analytics-workflow-optimization.md): Features and pricing information for Combo Plan
- [Enterprise Plan](https://help.insightful.io/en/articles/9113735-enterprise-plan.md): Customizable price plan with an addition of enterprise-level features
- [Add-ons](https://help.insightful.io/en/articles/9675692-add-ons.md): Insightful's Add-ons are standalone features that enhance Insightful’s plans, offering extra capabilities beyond the standard packages
- [Setting up Your Subscription](https://help.insightful.io/en/articles/4389928-setting-up-your-subscription.md): How to do the initial setup of your Subscription, Price Plan, Billing Address, and Credit Card in the Insightful application
- [Is my Credit Card Safe?](https://help.insightful.io/en/articles/5275746-is-my-credit-card-safe.md): Lear what happens with your credit card data and how it is processed
- [Subscription Cancelling](https://help.insightful.io/en/articles/2128378-subscription-cancelling.md): No longer need Insightful? Here’s how to cancel your subscription
- [How To Change Your Billing Address](https://help.insightful.io/en/articles/9360491-how-to-change-your-billing-address.md): Keep Your Company’s Location Up to Date
- [How much will I be charged?](https://help.insightful.io/en/articles/5275792-how-much-will-i-be-charged.md): Learn how Insightful bills clients for their application usage
- [How do prorated charges work?](https://help.insightful.io/en/articles/5275762-how-do-prorated-charges-work.md): Learn everything about the prorated charges and billing system at Insightful
- [How do you charge for adding or removing employees?](https://help.insightful.io/en/articles/5275814-how-do-you-charge-for-adding-or-removing-employees.md): What happens when you add or remove employees from Insightful
- [How can I make sense of my invoice?](https://help.insightful.io/en/articles/5276218-how-can-i-make-sense-of-my-invoice.md): An overview of your invoice line by line \(remaining time, unused time etc.\)
- [View and pay your invoices in Insightful App](https://help.insightful.io/en/articles/9096564-view-and-pay-your-invoices-in-insightful-app.md): View & Pay Your Invoices Quickly Via Insightful Application's Billing Dashboard
- [US Sales Tax](https://help.insightful.io/en/articles/9577557-us-sales-tax.md): Understanding Sales Tax Charges
- [What payment methods do you accept?](https://help.insightful.io/en/articles/5276465-what-payment-methods-do-you-accept.md): Understanding different payment methods for your Insightful subscription
- [Charges on your card statement: Insightful.io Inc. vs. "Insightful Traits LLC"](https://help.insightful.io/en/articles/16394893-charges-on-your-card-statement-insightful-io-inc-vs-insightful-traits-llc.md): How to tell whether a charge came from Insightful.io Inc. or from an unrelated company with a similar name, and what to do in each case.
- [Can I change my Credit Card in the future?](https://help.insightful.io/en/articles/5276426-can-i-change-my-credit-card-in-the-future.md): How to update Credit Card details on your Insightful account
- [Can I switch plans after I subscribe?](https://help.insightful.io/en/articles/5276451-can-i-switch-plans-after-i-subscribe.md): Switching from one Insightful price plan to another \(e.g. Workforce Analytics to Workflow Optimization\) and vice versa
- [Can I switch from monthly billing to annual?](https://help.insightful.io/en/articles/5276438-can-i-switch-from-monthly-billing-to-annual.md): How to change the desired subscription period from monthly to annual
- [Can I have different Price Plans for different Employees?](https://help.insightful.io/en/articles/9113847-can-i-have-different-price-plans-for-different-employees.md): Learn when you can and when you can't have different Employees on different Price Plans.
- [Why is my due amount different in different months?](https://help.insightful.io/en/articles/9127643-why-is-my-due-amount-different-in-different-months.md): Learn about why the due amount on your invoice can differ from one billing cycle to another
- [Why was I charged for more Employee licenses than I have?](https://help.insightful.io/en/articles/9127680-why-was-i-charged-for-more-employee-licenses-than-i-have.md): Learn about a scenario in which the charge for your next billing cycle reflects more employee licenses than you have at the very moment
- [What happens if my payment is a few days late?](https://help.insightful.io/en/articles/9123929-what-happens-if-my-payment-is-a-few-days-late.md): If your invoice payment is only a few days past your due date - there is nothing to worry about

### Product Updates

- [June 2026 Product Updates](https://help.insightful.io/en/articles/15764756-june-2026-product-updates.md): See How AI Is Being Adopted, a New Personalized Homepage, and Smarter Attendance & Time Off Tracking
- [July 2026 Product Updates](https://help.insightful.io/en/articles/16169982-july-2026-product-updates.md): July Product Updates: New time format options, a stronger macOS Agent, redesigned Settings, and a refreshed Workflow Optimization experience
- [May 2026 Product Updates](https://help.insightful.io/en/articles/15326074-may-2026-product-updates.md): May Product Updates: Automated HRIS integrations
- [April 2026 Product Updates](https://help.insightful.io/en/articles/14854483-april-2026-product-updates.md): April Product Updates: Customizable KPIs, a Smarter Desktop Agent, and More Reliable Integrations
- [March 2026 Product Updates](https://help.insightful.io/en/articles/14426467-march-2026-product-updates.md): March Product Updates: A Redesigned Teams Experience, Smarter Email Reports, and New Productivity Trend Views
- [February 2026 Product Updates](https://help.insightful.io/en/articles/13930071-february-2026-product-updates.md): February Product Updates: Stronger Integrations, Smarter Scheduling, and a More Reliable Agent
- [January 2026 Product Updates](https://help.insightful.io/en/articles/13566346-january-2026-product-updates.md): Teams aren’t enough anymore. Organizational Groups fix that.
- [December 2025 Product Updates](https://help.insightful.io/en/articles/13455765-december-2025-product-updates.md): December Product Updates: Advancing Workforce Analytics, One Step at a Time
- [July 2026 Change Log](https://help.insightful.io/en/articles/15809763-july-2026-change-log.md): Product change log for July 2026
- [August 2026 Change Log](https://help.insightful.io/en/articles/16192041-august-2026-change-log.md): Product change log for August 2026
- [September 2026 Change Log](https://help.insightful.io/en/articles/16793314-september-2026-change-log.md): Product change log for September 2026
- [June 2026 Change Log](https://help.insightful.io/en/articles/15565658-june-2026-change-log.md): Product change log for June 2026
- [May 2026 Change Log](https://help.insightful.io/en/articles/15216846-may-2026-change-log.md): Product change log for May 2026
- [April 2026 Change Log](https://help.insightful.io/en/articles/14465001-april-2026-change-log.md): Product change log for April 2026
- [March 2026 Change Log](https://help.insightful.io/en/articles/13976857-march-2026-change-log.md): Product change log for March 2026
- [February 2026 Change Log](https://help.insightful.io/en/articles/13613336-february-2026-change-log.md): Product change log for February 2026
- [January 2026 Change Log](https://help.insightful.io/en/articles/13455798-january-2026-change-log.md): Product change log for January 2026
- [August 2026 Change Log](https://help.insightful.io/en/articles/16782293-august-2026-change-log.md): Insightful's August 2026 change log: HRIS PTO sync now available to every organization, bulk productivity labeling, desktop agent updates, and dozens of fixes.
- [Communication Report | See What's Eating Your Team's Focus Time](https://help.insightful.io/en/articles/16442206-communication-report-see-what-s-eating-your-team-s-focus-time.md): See how Insightful's Communication Report splits your team's day into meetings, messages, and focus time, with or without a calendar connected
- [Irregular Behavior Alert | Detect Fake Activity](https://help.insightful.io/en/articles/15565748-irregular-behavior-alert-detect-fake-activity.md): Detect fake work activity with confidence and detailed logs for deeper analysis. Make sure your activity reports are pristine.
- [HRIS PTO Synchronization](https://help.insightful.io/en/articles/16222316-hris-pto-synchronization.md): Sync approved PTO entries from your connected HRIS into Insightful automatically, for accurate time tracking and utilization.
- [AI Adoption Report | View AI Trends at Your Company](https://help.insightful.io/en/articles/15565746-ai-adoption-report-view-ai-trends-at-your-company.md): Measure how artificial intelligence \(AI\) is being adopted across your organization.
- [Work Intelligence | AI that knows how work happens](https://help.insightful.io/en/articles/15879622-work-intelligence-ai-that-knows-how-work-happens.md): Insightful's AI-powered view of how work actually happens across people, processes and technology in your company.
- [Workflow Optimization | Make better process decisions with hard data](https://help.insightful.io/en/articles/15879628-workflow-optimization-make-better-process-decisions-with-hard-data.md): Workflow Optimization is process intelligence back-office operations, now in Beta for select customers.
- [Customizable Homepage | Personal KPI Dashboard on Login](https://help.insightful.io/en/articles/15707604-customizable-homepage-personal-kpi-dashboard-on-login.md): Set up a personalized dashboard for workforce performance metrics that matter to you right upon login to Insightful.
- [Custom Time Off Types](https://help.insightful.io/en/articles/15649676-custom-time-off-types.md): Create and manage your own time-off types that match your business policies.
- [Align Shift Schedules with Approved Time Off](https://help.insightful.io/en/articles/16540346-align-shift-schedules-with-approved-time-off.md): Scheduled shifts now automatically account for approved time off, so managers see accurate coverage and avoid assigning work to employees who are unavailable.
- [Export Insightful Data into your Snowflake Data Warehouse](https://help.insightful.io/en/articles/16540338-export-insightful-data-into-your-snowflake-data-warehouse.md): Insightful's Data Warehouse Integration now supports Snowflake, letting organizations sync workforce data into Snowflake for deeper analytics and reporting
- [See Office Locations Directly in Timesheets](https://help.insightful.io/en/articles/16540359-see-office-locations-directly-in-timesheets.md): Insightful shows office location names in daily and weekly timesheets, helping managers verify onsite attendance and review time records more accurately
- [View Timesheets on a Daily Level](https://help.insightful.io/en/articles/16540340-view-timesheets-on-a-daily-level.md): Daily Timesheet Visibility breaks down tracked time by day, giving managers a more granular view to spot discrepancies and improve reporting accuracy
- [Configure Utilization on the Team Level](https://help.insightful.io/en/articles/16540335-configure-utilization-on-the-team-level.md): Team-Level Utilization lets admins set custom, versioned utilization formulas per team, giving organizations accurate productivity metrics across roles
- [Automatically Detect Employees Working in Office](https://help.insightful.io/en/articles/16540334-automatically-detect-employees-working-in-office.md): Office Auto-detection matches device location data to approved office sites, automatically identifying onsite employees and giving accurate attendance insights
- [Compare Scheduled Work with Actual Output](https://help.insightful.io/en/articles/16540332-compare-scheduled-work-with-actual-output.md): The Schedule Adherence Report tracks adherence rate, absences, overtime, late clock-ins, and undertime, helping managers spot issues and improve accountability
- [Smarter Shift Scheduling & More Time Off Options](https://help.insightful.io/en/articles/16540327-smarter-shift-scheduling-more-time-off-options.md): New Time Off Types label absences as vacation, sick leave, or other categories, and managers can add notes to shifts and time-off requests for added clarity
- [Downloadable Screen Recordings](https://help.insightful.io/en/articles/16540319-downloadable-screen-recordings.md): Screen Recording now supports direct downloads, letting managers and compliance teams quickly access and store recordings for reviews and investigations
- [Set Screenshot Policies That Fit Every Project's Needs](https://help.insightful.io/en/articles/16540321-set-screenshot-policies-that-fit-every-project-s-needs.md): Project-level screenshot settings let teams customize capture frequency and rules per project, balancing visibility with compliance and privacy needs
- [Sync All Your Employee Data with ChartHop](https://help.insightful.io/en/articles/16540313-sync-all-your-employee-data-with-charthop.md): Insightful now integrates with ChartHop to sync employee emails, names, job titles, and status automatically, eliminating manual updates and mismatched records
- [Surface Key QM Signals in One Insightful View](https://help.insightful.io/en/articles/16540309-surface-key-qm-signals-in-one-insightful-view.md): The Insights view combines standout quality metrics and background trends from evaluated calls, helping reviewers spot issues and coach agents faster
- [Set Time Limits for Projects to Stay on Track](https://help.insightful.io/en/articles/16540304-set-time-limits-for-projects-to-stay-on-track.md): Time limits can now be set for any project or task, helping teams manage workloads, meet deadlines, and avoid unnecessary delays or overages
- [Evaluate Calls Consistently with Pre-set Scorecards](https://help.insightful.io/en/articles/16540268-evaluate-calls-consistently-with-pre-set-scorecards.md): Scorecards let quality teams evaluate agent calls using standardized templates, improving consistency, fairness, and coaching across customer interactions
- [Gain Clarity on Task Execution](https://help.insightful.io/en/articles/16540273-gain-clarity-on-task-execution.md): The Screen Recording Add-on captures screen activity continuously or per task on Windows and macOS, helping managers spot bottlenecks in task execution
- [Gain Greater Control Over Employee Attendance](https://help.insightful.io/en/articles/16540293-gain-greater-control-over-employee-attendance.md): New Time Off functionality lets managers import absences via CSV and define custom working days, giving finer control over attendance and hours expectations
- [Gain Greater Insight with More Frequent Screenshots](https://help.insightful.io/en/articles/16540280-gain-greater-insight-with-more-frequent-screenshots.md): The Higher Screenshot Frequency Add-on captures up to 120 screenshots per hour, giving teams deeper visibility into workflows and earlier bottleneck detection
- [Optimize Resource Allocation with Workload Distribution](https://help.insightful.io/en/articles/16540282-optimize-resource-allocation-with-workload-distribution.md): Workload Distribution, available on Enterprise plans, analyzes team capacity and staffing to help leaders forecast needs, cut costs, and improve morale
- [Simplify Workforce Management with Microsoft Entra ID Integration](https://help.insightful.io/en/articles/16540289-simplify-workforce-management-with-microsoft-entra-id-integration.md): The Microsoft Entra ID integration syncs employee data automatically, keeping team structures current and streamlining onboarding and offboarding
- [Standardize Time Data Across Your Organization](https://help.insightful.io/en/articles/16540265-standardize-time-data-across-your-organization.md): Organization-wide timezone settings align all time-based data to one standard, reducing reporting errors and confusion across distributed and global teams
- [Streamline Team Management with Enhanced Permissions](https://help.insightful.io/en/articles/16540299-streamline-team-management-with-enhanced-permissions.md): Reworked Manage Teams permissions let managers create teams within their scope, edit employees outside it, and move staff between teams more flexibly
- [A new way to manage your workforce](https://help.insightful.io/en/articles/16540255-a-new-way-to-manage-your-workforce.md): InsightsAI, now in beta, answers workforce management questions in seconds, helping organizations make faster, more accurate staffing decisions
- [Make a Quick and Detailed Analysis at Employee Level](https://help.insightful.io/en/articles/16540260-make-a-quick-and-detailed-analysis-at-employee-level.md): The Activities Timeline now appears on individual employee pages, letting managers review daily active time, breaks, and shifts to spot behavior patterns
- [Further analytics and data within Category Report](https://help.insightful.io/en/articles/16540236-further-analytics-and-data-within-category-report.md): The Category Work Report now lets users click into any category for deeper analytics, revealing detailed patterns like tool adoption across the workforce
- [New integrations with Keka and SAP SuccessFactors](https://help.insightful.io/en/articles/16540238-new-integrations-with-keka-and-sap-successfactors.md): New HRIS integrations with Keka and SAP SuccessFactors automatically sync employee emails, status, and team assignments, keeping workforce data current
- [Spot Work Patterns With Custom Reporting](https://help.insightful.io/en/articles/16540228-spot-work-patterns-with-custom-reporting.md): The new Tags Report shows time spent on apps and websites grouped by custom tags, helping teams track tool usage and spot work patterns in detail
- [Brand New Insightful Report](https://help.insightful.io/en/articles/16540220-brand-new-insightful-report.md): The new Category report turns time spent on apps and websites into actionable insights, helping teams spot work patterns and support better decision-making
- [Monitor High Risk Keywords with New Alerts](https://help.insightful.io/en/articles/16540226-monitor-high-risk-keywords-with-new-alerts.md): New keyword alerts detect risky search terms and suspicious activity in real time, helping organizations prevent data breaches and policy violations
- [Sage HR + Insightful](https://help.insightful.io/en/articles/16540216-sage-hr-insightful.md): The Sage HR integration automatically syncs employee profiles, assigns team membership, and deactivates offboarded staff, keeping workforce data accurate
- [Change the language of the platform](https://help.insightful.io/en/articles/16540205-change-the-language-of-the-platform.md): Insightful now supports Spanish, letting users switch the interface language in Personal Settings, with more translations planned for future releases
- [Create Custom Tags and Use Them to Label All Apps and Websites](https://help.insightful.io/en/articles/16540214-create-custom-tags-and-use-them-to-label-all-apps-and-websites.md): Custom Tags let users label apps and websites with predefined or personal categories like billable or distraction, making usage easier to track.
- [Insightful + Zoho People Integration](https://help.insightful.io/en/articles/16540208-insightful-zoho-people-integration.md): The new Zoho People integration automatically syncs employee profiles, assigns team membership, and deactivates offboarded staff within Insightful
- [Manage Apps and Websites Faster with New Filters](https://help.insightful.io/en/articles/16540204-manage-apps-and-websites-faster-with-new-filters.md): New filters on the Productivity Settings page let users sort apps and websites by activity settings, screenshots, and categories, plus apply changes in bulk
- [Always Active Returns](https://help.insightful.io/en/articles/16540200-always-active-returns.md): The Always Active - On Call setting returns, letting users mark call apps like Skype or Google Meet as active so they no longer register as idle time
- [Did We Master Productivity Labeling & Categorization for You?](https://help.insightful.io/en/articles/16540158-did-we-master-productivity-labeling-categorization-for-you.md): Users can now rate predefined categories and productivity labels and submit feedback, helping Insightful refine AI-driven labeling to match industry needs
- [Edit Privacy Settings on Team Level](https://help.insightful.io/en/articles/16540122-edit-privacy-settings-on-team-level.md): A centralized settings page now lets admins configure privacy settings for all teams at once, in addition to editing them individually on each team page
- [Export More Insightful Data Into Your Data Warehouse](https://help.insightful.io/en/articles/16540196-export-more-insightful-data-into-your-data-warehouse.md): The improved BigQuery integration now syncs up to 19 data types, including alerts, locations, and screenshots, enabling more extensive custom reporting
- [Trello, Asana & ClickUp Integrations Are Here](https://help.insightful.io/en/articles/16540055-trello-asana-clickup-integrations-are-here.md): New integrations with Trello, Asana, and ClickUp let teams track time directly on tasks and projects, gaining clearer visibility into how time is spent
- [Understand the Way Employees Use Their Time](https://help.insightful.io/en/articles/16540092-understand-the-way-employees-use-their-time.md): The new Categorization feature groups apps and websites into 16 editable categories, showing time spent per category at the employee and team level
- [Connect Your HRIS Tool Directly with Insightful](https://help.insightful.io/en/articles/16539962-connect-your-hris-tool-directly-with-insightful.md): New HRIS integrations sync employee data automatically from HR systems into Insightful, enriching profiles and keeping teams updated as staff join or leave
- [Discover How Hybrid Work Shapes Productivity](https://help.insightful.io/en/articles/16540028-discover-how-hybrid-work-shapes-productivity.md): The Location Insights Report compares productivity across remote, office, and hybrid workdays, helping leaders refine hybrid policies and scheduling
- [Investigate Extensively with Expanded Digital Evidence](https://help.insightful.io/en/articles/16539919-investigate-extensively-with-expanded-digital-evidence.md): Expanded Security Alerts show more context before and after triggering events, and the Occurrence graph now offers line or bar chart views for comparison
- [Seamlessly Sync Employee Data with Workday](https://help.insightful.io/en/articles/16539988-seamlessly-sync-employee-data-with-workday.md): The new Workday integration syncs employee emails and job titles automatically, keeping records accurate and assigning employees to the right teams instantly
- [Unlock New Patterns with the Engagement Levels](https://help.insightful.io/en/articles/16539890-unlock-new-patterns-with-the-engagement-levels.md): Engagement Levels measure mouse and keyboard activity during active work time, helping managers see when employees are most engaged and offer support
- [Preview the Number of Employees Before Subscribing](https://help.insightful.io/en/articles/16539858-preview-the-number-of-employees-before-subscribing.md): A new Subscription Confirmation pop-up shows the number of active employees before subscribing, letting admins deactivate unneeded seats to avoid extra charges
- [Introducing Automatic Productivity Labeling](https://help.insightful.io/en/articles/16539809-introducing-automatic-productivity-labeling.md): Automatic Productivity Labeling tags unlabeled apps and websites in real time, letting admins choose between full autolabeling or recommendation-based review
- [Introducing Our New Project Management Integrations](https://help.insightful.io/en/articles/16539752-introducing-our-new-project-management-integrations.md): New beta integrations with Jira, Height, Zoho Bug Tracker, and Teamwork let teams track project time and gain visibility into productivity and time spent
- [Just Launched: Stay Informed with Real-Time Alerts](https://help.insightful.io/en/articles/16539769-just-launched-stay-informed-with-real-time-alerts.md): Insightful Alerts deliver real-time updates on lateness, missed clock-ins, long breaks, idle time, and unauthorized app or website use, shown on the dashboard
- [Admin Control Over Inactivity Dialogs for Employees](https://help.insightful.io/en/articles/16539747-admin-control-over-inactivity-dialogs-for-employees.md): Admins can now enable or disable daily inactivity dialogs for employees, giving organizations flexibility over how idle-time prompts appear by default
- [Choose Between 12-Hour/24-Hour Format](https://help.insightful.io/en/articles/16539742-choose-between-12-hour-24-hour-format.md): Users can now choose between 12-hour and 24-hour time display in personal settings, applied consistently across all associated organizations
- [Introducing New Automatic Attendance Tracking Feature Based on VPN Network](https://help.insightful.io/en/articles/16539736-introducing-new-automatic-attendance-tracking-feature-based-on-vpn-network.md): A new VPN-based automatic attendance tracking mode records clock-in and clock-out times whenever an employee's computer connects to the company VPN network
- [Auto-labeling Recommendations](https://help.insightful.io/en/articles/16539503-auto-labeling-recommendations.md): Auto-labeling now suggests productivity labels for unlabeled apps and websites, letting admins quickly approve recommendations instead of labeling manually
- [Billing Improvements: Monthly Invoices & Billing Overview](https://help.insightful.io/en/articles/16539686-billing-improvements-monthly-invoices-billing-overview.md): Monthly pro-rata invoices for changes over $200 and a new Billing Overview page give admins clearer visibility into plans and upcoming charges
- [Calculate Productivity Against Scheduled Time](https://help.insightful.io/en/articles/16539610-calculate-productivity-against-scheduled-time.md): Productivity can now be measured against scheduled time in addition to active time, work time, and fixed hours, giving a more accurate performance benchmark
- [Copy App and Website Labels Effortlessly](https://help.insightful.io/en/articles/16539727-copy-app-and-website-labels-effortlessly.md): Users can now copy app and website productivity labels from one team to another in a few clicks, instead of manually relabeling them for each team
- [Create Your Team's Work Schedule and Monitor Shifts in Real-Time](https://help.insightful.io/en/articles/16539585-create-your-team-s-work-schedule-and-monitor-shifts-in-real-time.md): Shift Scheduling lets managers build schedules on an interactive calendar, with real-time punctuality tracking, absence alerts, and shift clock-in limits
- [Elevate Your Employee Productivity Analysis with a New Timelines Report](https://help.insightful.io/en/articles/16539721-elevate-your-employee-productivity-analysis-with-a-new-timelines-report.md): The new Timelines Report shows daily activity for all active employees in one view, with tooltips on breaks and overages plus deeper Activity Log insights
- [Enhanced Sign Up Flow](https://help.insightful.io/en/articles/16539669-enhanced-sign-up-flow.md): Redesigned signup and login pages, updated user profiles, and new Google and Slack authentication options make account creation faster and more convenient
- [Experience a Better User Interface with Our Revamped Dashboard](https://help.insightful.io/en/articles/16539633-experience-a-better-user-interface-with-our-revamped-dashboard.md): Dashboard updates include a redesigned calendar with time zone selection, a New Employee button, unified management buttons, and improved search and tooltips.
- [Get Started Faster: Introducing Enterprise and Social SSO](https://help.insightful.io/en/articles/16539712-get-started-faster-introducing-enterprise-and-social-sso.md): Insightful now supports SAML-based SSO providers like Okta, plus Google and Slack login and signup options, making access faster and more secure for users
- [Improvement: Activities Timeline Report](https://help.insightful.io/en/articles/16539692-improvement-activities-timeline-report.md): The Activities Timeline now includes a summarized hourly bar chart showing active, break, break-overage, and manual-entry employee counts throughout the day
- [Avoid going idle during meetings](https://help.insightful.io/en/articles/16539490-avoid-going-idle-during-meetings.md): A new Always Active - Microphone and Camera setting keeps apps active whenever a mic or camera is detected, preventing meetings from registering as idle time
- [Insightful + BigQuery Integration](https://help.insightful.io/en/articles/16539618-insightful-bigquery-integration.md): The BigQuery integration automates extracting and loading Insightful data, letting organizations combine it with HR and planning systems for deeper analysis
- [Introducing a New Attendance Report](https://help.insightful.io/en/articles/16539704-introducing-a-new-attendance-report.md): A new attendance report compares daily working hours across employees in one graphical view, with tooltips showing detailed shift and activity information
- [Introducing Audit Logs](https://help.insightful.io/en/articles/16539642-introducing-audit-logs.md): Audit Logs give admins a dedicated page tracking in-app activity like tracking and billing changes, employee additions, and productivity label updates
- [Introducing Blurred Screenshots](https://help.insightful.io/en/articles/16539701-introducing-blurred-screenshots.md): Screenshots now blur sensitive data like passwords and banking details by default, with admins able to view originals if needed through privacy settings
- [Introducing CSV Upload](https://help.insightful.io/en/articles/16539646-introducing-csv-upload.md): CSV Import lets admins bulk add, edit, or remove employees, managers, and admins, simplifying directory management without manual one-by-one updates
- [Introducing Manual Time Entry](https://help.insightful.io/en/articles/16539659-introducing-manual-time-entry.md): Manual Time Entry lets users log offline work like meetings or phone calls directly on the dashboard, capturing activities that computer tracking would miss
- [Introducing New Organizational and Team Labeling](https://help.insightful.io/en/articles/16539650-introducing-new-organizational-and-team-labeling.md): Productivity labeling now works at both organizational and team levels, letting admins set company-wide labels while managers define team-specific exceptions
- [Introducing the Brand New Productivity Trends Dashboard](https://help.insightful.io/en/articles/16539596-introducing-the-brand-new-productivity-trends-dashboard.md): The Productivity Trends Dashboard reveals top-performing employees and teams, app and website impact on output, and how productivity changes over time
- [Label Updates: Last Label Change](https://help.insightful.io/en/articles/16539578-label-updates-last-label-change.md): A new Last Label Change column shows the current label, who last modified it, when, and at what level, giving admins and managers full labeling transparency
- [Meet Our New Feature: Office vs Remote](https://help.insightful.io/en/articles/16539436-meet-our-new-feature-office-vs-remote.md): The Office vs Remote feature compares productivity between office and remote work using objective data, letting teams filter shifts and benchmark performance
- [Merge Your Employees Easily](https://help.insightful.io/en/articles/16539715-merge-your-employees-easily.md): Admins can now merge employee accounts, consolidating data when someone switches or uses multiple computers into a single unified employee record
- [On-Demand Screenshots Now Available](https://help.insightful.io/en/articles/16539677-on-demand-screenshots-now-available.md): Admins and managers can now capture on-demand screenshots to check employee activity in real time, with blurred screenshots ready within 30 minutes
- [Revamped Agent: Boosting Tracking Accuracy, Stability, and Troubleshooting](https://help.insightful.io/en/articles/16539627-revamped-agent-boosting-tracking-accuracy-stability-and-troubleshooting.md): The revamped tracking agent delivers improved accuracy, stability, and troubleshooting capabilities, alongside multiple bug fixes across the platform
- [Upload All IP/MAC Addresses in Bulk](https://help.insightful.io/en/articles/16539731-upload-all-ip-mac-addresses-in-bulk.md): A downloadable template lets users bulk upload IP and MAC addresses for multiple locations at once, speeding up setup instead of adding locations one by one
- [Sync Employee Meetings with Insightful](https://help.insightful.io/en/articles/16539310-sync-employee-meetings-with-insightful.md): The new Google Calendar and Outlook integration syncs meetings into the Activities Timeline, logging idle meeting time as productive for reporting

### Insightful Partner Portal Guide

- [MSP Portal Guide](https://help.insightful.io/en/articles/17171419-msp-portal-guide.md): A four-step walkthrough for setting up your Managed Service Partner \(MSP\) account, adding a payment method, creating a client’s workspace, and activating their subscription
- [MSP Portal Configuration](https://help.insightful.io/en/articles/17171491-msp-portal-configuration.md): One-time portal setup: how billing works, what support details your clients see, and how to invite your team with the right roles
- [MSP Portal Onboarding your clients](https://help.insightful.io/en/articles/17171527-msp-portal-onboarding-your-clients.md): How to bring a client on board: create or self-signup their workspace, mass-deploy the agent, then confirm every device reports correctly
- [MSP Portal Managing licenses](https://help.insightful.io/en/articles/17171582-msp-portal-managing-licenses.md): How the per-client billing model works, how to activate a trial into a paid subscription, and where to find each client’s invoices
- [MSP Portal Managing your clients’ accounts](https://help.insightful.io/en/articles/17171599-msp-portal-managing-your-clients-accounts.md): Index of upcoming articles on day-to-day client management: opening workspaces, default settings, teams, reports, and audit logs