Insite Teams Help

Account

• Create an account
• Update email address
• Change or reset password
• What is Private mode and how to use it
• Log out
• Delete account

Profile

• Add, update and remove your profile image
• Add, update and remove your name, position and company name
• Add, update and remove a company logo
• Add, update and remove your signature

Projects

• Create a project
• Add & invite users to your project (Enterprise plan)
• Add & invite users to your project (Team plan)
• Change a collaborator's role (Enterprise plan)
• Change a collaborator's role (Team plan)
• User roles & permissions explained (Enterprise plan)

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Drawings (Enterprise only)

• Add location drawings & manage their details (Enterprise plans only)
• View all pins on a drawing (Enterprise plans only)
• Update & delete location drawings (Enterprise plans only)

Lists

• Create a list
• Edit list details
• Update who has access to a list
• Customise user permissions on each list (Enterprise plans only)
• Assign & remove list tags
• Using custom status groups

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Templates

• Create a list template
• Import a template from another project
• New list from template
• Create lists from multiple templates at once
• Update a list template's details, tags & status options

Items

• Create an item
• Add multiple items at once
• Copy / duplicate items
• Add, edit and remove images
• Comment on images
• Update item details

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Reports

• Create a report
• Create a report for specific items
• Add summary text to reports
• Showing and hiding report leader page and graphs
• Create a project report for multiple lists
• View a report

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Notifications

• Email notifications
• Notification settings
• Managing notifications read status
• Using notification filters
• View notifications by project
• Delete notifications

Plan

• Manage plan members

Working offline

• Working offline

Image settings

• Allow access to your camera and image library
• Adjust how many images you can choose from camera roll
• Saving images to camera roll

Contact us

• Ask us a question
• Leave us some feedback

Superseded

• Change the privacy settings of a list
• Add project collaborators from your organisation & change their Admin permissions
• Adding project collaborators from outside of your organisation
• Invite new users to your project
• Promote an External user to Internal