Insightly administrators have a lot of control and responsibility when visiting their System Settings page. User management is a key area in the settings, and we’ve introduced a new design and new tools to help you help your users.
Better Design, Easier to Use
We’re delighted to see so many of our customers’ businesses growing, with more records and more users being added every day. As you add more users to your Insightly account, we wanted to make it easier to scan and edit user statuses and permissions. We’ve replaced the checkboxes for Administrator and Export Permissions with easy-to-see icons. When an icon is gray, it’s deactivated, and enabling that permission is as easy as clicking the setting to display its green or blue color. A click on an active setting will disable it for that user.
Change a User’s Email Address
To the right of the user information, there’s now a menu icon with a few different options, including the ability to change a user’s email address, which is also the user ID they use to sign in to Insightly. If a user is not using Google Apps to log in, you can update their address with this new option. Once you’ve changed their email address, they can use the new address to sign in, and they’ll also receive Insightly email notifications there.
Follow Up on New User Invitations
Sending an email invitation to a new user can hit an occasional snag on the recipient’s side, and email filters, alias issues, and spam folders can take some time to troubleshoot. As you work to get those issues resolved, it’s helpful to have another way to get a new user started with Insightly. In addition to being able to re-send an invitation, we’ve added an option to Show Invitation URL.
From this selection, you can view the invitation URL that has been emailed to the user, copy it, and forward it in a personal email or chat message. The user can then enter the address in their browser to create their Insightly password and complete their registration. This will help minimize any delays in getting them into the system and right to work.
Just as we continue building new features to take care of our customers, a better user management page helps you take care of your users. It’s just another step we’ve taken to help you manage your business more efficiently and with ease.
