Turn passwords on/off in Insight #

If Insight doesn’t prompt you for a password when opening most screens, you do not have passwords enabled. Do the following to turn passwords on:

If you would like to turn passwords off, do the following:

NOTE: You must use the master password in order to turn passwords off.

Change a Password #

Do the following to change a password:

NOTE: If you don’t know your password, you’ll need to change it in the Employee’s screen under Employment Details or call Insight Support to have it reset.

Change an employee’s password #

Go to Employees → Select an employee → go to the Employment Details tab → click Edit → change the password and click Save when done.

Employee System Access #

Use this video guide to learn how to change what an employee has access to do within the system.

Creating access templates #

In Insight, you can create templates for what an employee will have access to, and apply it to multiple people:

1. Go to Setup → Templates → System Access Templates.
2. Click Add Access to start a new template.
3. Give the template a name.
4. You can check off Renter Template if the template will apply to a renter instead of a regular employee.
5. Go through each access privilege in the left-side list. Check off what employee using this template should have access to.
6. When finished, save the template.

Assigning Access Templates #

1. Go to Employees → Select an employee → go to the System Access tab.
2. Click Edit → assign an access template in the Template Used drop-down menu (top-left side).
3. Click Save.