Insightly's System Settings
System Settings is where account-level configuration lives. This page orients you to what’s there.
On this page:
What’s in System Settings
Nearly every configuration task in this section routes through System Settings: users and permissions, objects and fields, page layouts, integrations, and company settings.
Company Settings
Company Settings holds account-level details about your organization, distinct from the per-user preferences in User Settings. They store key information about your business, such as your primary currency and the start month of your fiscal year, and you can customize the default settings to align with your company’s needs.
This page also includes sections on Site Licenses, User Licenses, and Add-Ons. The add-ons cover plan limit add-ons for record limits, storage limits, custom fields, dashboard cards, and more, alongside the existing marketing prospects add-on and dedicated IP address add-on.
To edit your Company Settings:
- Go to System Settings > Product Settings > Company Settings.
- Click the edit icon in the upper right.
- Edit your Organization Details, Locale Settings, and Fiscal Year.
- Click Save Details.
ℹ️ Fiscal Year Start will affect relative date filters involving quarters, for example list filters or dashboard filters.