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Finally, it’s time to get your team into your CRM! Adding users and setting permissions will help you structure your CRM the way you want. You can add any person you choose and control everything they have access to.
We’ll also cover workflow automation in this section. Workflow automation saves you time by completing repetitive tasks for you automatically.
Note: Workflow automation is only available on Professional and Enterprise plans.
Insightly administrators can add new users from the System Settings > Users page. Once the user is activated, you’ll need to set up their security access permissions.
To add a new user:
Select a name from the list and click Add to activate the user in Insightly. The user will receive an email and will be able to sign in using their G Suite login. For these users, you can skip the next step.
An email message with an activation link will be sent to the user. They can activate their Insightly user account by clicking the link and setting up a password. For security reasons, the invitation will expire after seven days.
There are two options for controlling user access to records in Insightly CRM: Simple Permissions and Advanced Permissions. Which option you choose will depend on the size of your company, your Insightly subscription plan, and how you want to control your users’ ability to access and change records.
Each time a user views a page, Insightly checks their permissions and displays only the record types, records, links, and actions that the user is allowed to see.
Permissions settings can be set by administrators on the System Settings > Permissions page. For more information, read our overview of Advanced Permissions.
Workflow Automation allows you to fire off automated emails and assign pre-made tasks based on specific criteria you set.
For example, you can:
Watch this video about creating Workflow Processes:
In the final section of the Essential Guided Onboarding, we’ll walk you through dashboards and reporting. Click here if you’re ready to skip ahead..