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support.insight.ly
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Definitions (81)
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account owner
The person who manages the billing and receives the invoices for your Insightly subscription. An administrator can change the account owner.
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administrator
Insightly administrators (or "admins") are the users on your account who can change high-level settings. The person who first creates the Insightly account will be an administrator and can g [..]
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advanced permissions
A permissions system available on higher-level subscription plans. Allows for setting user access to records based on hierarchical roles, sharing rules, and profiles that determine what users can see [..]
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billing & account page
The page where subscription plan, billing information, and invoice information can be accessed by Insightly administrators.
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bulk editing
A way to update multiple records at once. This mass maintenance is performed by clicking the checkboxes next to records in a list and choosing from the bulk editing options.
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calendar
The Insightly calendar displays your own events, tasks with due dates, and milestones. You can also view other users' events, if they've made them public. The calendar is an Insightly page t [..]
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calendar feed
The calendar feed is a way to view your Insightly calendar items in an external calendar application. This method is read-only, so items cannot be changed in the external calendar.
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calendar sync
Calendar sync connects your Google or Microsoft Exchange-based calendar to the Insightly calendar, allowing you to view items from one calendar system in the other with a two-way sync. Sync is availab [..]
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categories
A way to label or group opportunities, projects, tasks, or files. Categories and category colors can be customized by the Insightly admin.
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