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Account signup & login

Updated

Creating an account, signing in, resetting a password, and the Google Workspace variations on all three.

On this page:

Before you create an account

A few decisions are easier made before signup than after, particularly whether you’re creating a standard account or a Google Workspace one.

Convert to G Suite Billing Settings Page — This screenshot shows the “Convert to G Suite” section within Insightly’s Billing & Account settings, displaying the benefits of converting and a warning that email/password login will no longer work after conversion. A “Continue” button is available to proceed with the conversion, making this relevant for users considering switching their Insightly account to G Suite authentication.

Signing up and logging in

Standard signup and login, plus password reset and change. The Help Center has its own separate login.

Insightly Sign Up Registration Page — The Insightly account registration screen offers options to sign up using Google, Microsoft, or an email address. Users must accept the Terms of Service and Privacy Policy before creating a new account.

1 Insightly Sign Up Registration Page

 Insightly Sign Up Form Password Requirements — This image shows the Insightly account registration form with fields for full name and password, along with two unmet password requirements highlighted in red: a minimum of 8 characters and at least one special character or number. This would help a reader understand what criteria their password must meet before they can successfully create an Insightly account.

2 Insightly Sign Up Form Password Requirements

 Insightly Email Verification Screen After Registration — This screen appears after signing up for Insightly, prompting the user to check their inbox and click a verification link sent to their email address. It also includes a “Resend verification email” option in case the email was not received.

3 Insightly Email Verification Screen After Registration
Insightly Login Page With Error Message — The Insightly login screen shows options to sign in with Google or Microsoft, along with a yellow warning box displaying an “Incorrect email address and/or password” error. This error message appears when a user enters invalid credentials and includes a “logging in?” help link for troubleshooting access issues.

4 Insightly Login Page With Error Message

 Insightly Login Page with Can’t Log In Link — The Insightly login screen offers options to sign in via Google, Microsoft, or email, with a highlighted “Can’t log in?” link outlined in a black box. This callout directs users who are having trouble accessing their account to the password recovery or troubleshooting option.

5 Insightly Login Page with Can’t Log In Link

 Insightly Password Recovery Email Form — This image shows the Insightly “Can’t log in?” page, where users enter their email address and click “Send Recovery Link” to reset their password. It also includes a “Return to log in” link for users who remember their credentials.

6 Insightly Password Recovery Email Form
Password Reset Form With Two Fields — This image shows a password reset form containing two fields: one to enter a new password and one to retype it for confirmation, along with a prominent orange “Reset Password” button and a “Return to log in” link. This would help users understand what to expect when completing the password reset process in Insightly CRM.

7 Password Reset Form With Two Fields

 Expired Password Reset Request Warning — This image shows an Insightly password reset page displaying a warning that the reset link has expired, because reset links are only valid for two hours. It includes a clickable link allowing the user to request a new password reset.

8 Expired Password Reset Request Warning

 Insightly Support Portal Sign-In Options — The sign-in dialog for Insightly Support shows options to log in via email/password or through Twitter, Facebook, Google, or Microsoft accounts. A red arrow highlights the “Get a password” link, which is important for users who have previously contacted support by email and need to set up portal access.

9 Insightly Support Portal Sign-In Options

Signing in with Microsoft or Google: click Continue with Microsoft or Continue with Google on the login page instead of entering an email and password. You’re redirected to sign in with that provider; if you have access to more than one Insightly instance, you’ll be prompted to choose which one to log into.

Insightly Instance Selection Screen — This image shows a login screen where users can choose between multiple Insightly instances. This is relevant for users who have access to more than one Insightly environment and need to select the correct one to log into.

Google Workspace accounts

Google Workspace accounts differ from standard accounts in setup and login. Four situations have their own documentation:

  • Setting up a Google Workspace Insightly account.
  • How a Google Workspace account differs from a standard one.
  • Logging back in from Google Workspace.
  • Unlinking your account from Google Workspace.
Insightly CRM Installed in Google Workspace Marketplace — The image shows the Google Workspace Marketplace search results for “Insightly CRM,” with the main Insightly CRM app displaying an “Installed” badge, a 4.3-star rating, and over 1.3 million installs. This confirms that the app has been successfully installed from the Marketplace, which is a key step when setting up the Gmail integration with Insightly CRM.
Insightly Google Apps Domain Login Screen — This image shows the Insightly login page where users must enter their Google Apps domain (for example, mydomain.com) to sign in. There is also a “Keep Me Logged In” checkbox and a blue Login button, which are relevant for users setting up or troubleshooting Google Apps-based authentication.

Changing your Google Workspace domain

Google doesn’t carry connections to external applications like Insightly over to a new domain, and Insightly doesn’t support multiple domains on one account. That leaves two options after a domain change:

  • Add the new domain to Google Workspace and keep using the existing Insightly account with the old domain’s logins and email addresses.
  • Export your records from the old Insightly account and import them into a new one under the new domain.

If you’re on a paid subscription, you can delete the old account to stop billing on it once you’ve moved. Support can transfer the remaining balance to the new subscription when you upgrade it.

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