Automation

  • 6 min read

How You Can Get More Out of Insightly in 2024?

Rohit Rao

14th September, 2023

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IT managers and their teams are responsible for handling multiple tools to ensure efficiency and security. Yet, a frequent issue arises as the collection of tools grows – the amount of time and effort spent on managing these tools, especially platforms like Insightly, can become quite burdensome for your IT team.

Insightly enhances your organization's efficiency by seamlessly managing customer relationships, projects, and more. Its user-friendly interface and robust features make it an indispensable asset for your team.

However, managing tasks, like user provisioning and deprovisioning, within Insightly can be daunting for your IT team. Let's consider an example to illustrate this challenge:

Picture a mid-sized company that's steadily expanding. When they hire new employees, the IT team has to set up their accounts on the Insightly platform. This means making user profiles, giving them the proper permissions, and ensuring they can easily use the software.

Using the manual approach, your team would need to navigate through Insightly's interface, juggle multiple settings, and manually update user profiles. With a substantial number of employees, this process becomes time-consuming and prone to errors.

Moreover, tracking these changes and ensuring compliance across the board adds another layer of complexity. This is where Zluri's integration with Insightly steps in as a game-changer for your IT teams. It offers seamless integration with Insightly to simplify the provisioning and deprovisioning process. With Zluri, your IT teams can harness the full potential of Insightly while streamlining their operations for a more productive and secure work environment.

Automate Tasks in Insightly with Zluri’s Automation Capabilities

Boost your efficiency by making the most of Zluri's automation features. You can automate tasks, reduce employee manual work, and make your workflows smoother. Let's explore how Zluri can help manage Insightly effortlessly.

1. Discover which users hold Insightly licenses & identify inactive users

Empower your IT team with Zluri's robust discovery engine, making the identification of  Insightly licenses easy. Zluri offers a user-friendly interface that gives you a clear picture of how your Insightly licenses are spread out across your organization. This makes it easier for you to understand which users hold the Insightly licenses and identify the inactive users, empowering you and your team to stay compliant.

Securing your app lineup demands smart user management. Zluri's platform comes packed with innovative features that identify inactive users, cutting down on potential weak points in your app network. Inactive users might open the door to unauthorized entry, posing a real danger.

With Zluri, your IT team can stay ahead by pinpointing and managing idle accounts upfront. This reduces the chances of attacks and enhances your overall security. Zluri helps keep your apps locked up tight, ensuring only approved and active users can access to important resources.

2. Optimize your Insightly licenses 

Simplify how you manage Insightly licenses using Zluri's automated solution. Eliminate your manual tasks– Zluri takes care of it all! Uncover and eliminate unused licenses, make the most of your licenses, and stay on top of renewals. This means you'll effortlessly manage licenses and contracts.

Moreover, Zluri creates user reports that help you delve into Insightly usage, license effectiveness, and user engagement. Armed with this information, you'll make informed decisions and continuously improve.

Let’s consider your organization’s marketing department that uses Insightly for your client management. As the team evolves, some members switch roles and no longer use Insightly. Without Zluri, your IT team would need to track and adjust licenses manually.

But with Zluri's automation, as soon as a team member's app usage decreases, the system detects it and shows their unused Insightly license. This ensures the company optimizes its license usage and your IT team can focus on strategic projects, like enhancing data security or improving system performance.

3. Effortlessly manage users’ accounts

Adding new users to Insightly becomes a breeze with Zluri. Instead of navigating through complex menus and multiple steps within the application, Zluri provides you with a centralized dashboard that helps you effortlessly add new users to Insightly by filling in their details. 

Zluri ensures that the necessary permissions and access levels are set accurately, eliminating the need for repetitive tasks and reducing the chances of oversight.

When an employee leaves the organization or changes roles, it's essential to promptly remove their access to sensitive applications like Insightly. Zluri simplifies user removal by centralizing the deprovisioning process. You can revoke a user's access to Insightly and any associated resources in just a few clicks. This helps maintain data security and compliance by preventing unauthorized access after a user's departure.

Let's walk through a typical scenario to illustrate how Zluri can make your life easier as an IT manager. 

Imagine your “Sales team” has hired a new sales executive who needs access to Insightly to manage customer interactions. With Zluri, you only need to log in to the platform, navigate to the "Workflow" section, and create an onboarding workflow.

Further, select the user, assign the appropriate role (such as "Sales Executive"), and click "Submit." Zluri takes care of communicating with Insightly, ensuring has the necessary access to start working immediately.

Let's say another employee is moving to a different department and no longer requires access to Insightly. Instead of manually going into Insightly and adjusting her permissions, you can log in to Zluri, locate the employee’s profile, and click "Remove User." Zluri instantly triggers the removal process in Insightly, revoking the employee’s access and helping you maintain a secure and well-organized user environment.

4. Streamline your manual tasks like provisioning and deprovisioning 

By seamlessly integrating Insightly with Zluri, your team can automate users’ lifecycle management processes and enhance their experience:

• Seamless User Provisioning Process

Zluri's advanced platform allows you to seamlessly provision users. Let’s see how.

With Zluri, you can automate the entire user onboarding process, from creating accounts to assigning roles and permissions, all from a centralized dashboard. This reduces the likelihood of errors and frees up your IT team for more strategic tasks.

Zluri ensures hassle-free integration with Insightly, eliminating the need for complex coding or technical expertise. You can effortlessly sync user data between your existing systems and Insightly, ensuring user profiles remain consistent across platforms. This integration guarantees that employees have the right access at the right time, boosting overall efficiency and preventing unnecessary bottlenecks.

Let's consider a scenario: Your organization has just acquired a new team of sales representatives who need immediate access to Insightly to kickstart client interactions. With Zluri, you can swiftly provision user accounts for each member. 

Using the intuitive dashboard, you input their basic information and designate their roles within the CRM. Zluri's platform then automatically generates the accounts and aligns them with the necessary permissions. What used to take hours or even days can now be accomplished within minutes.

• Effortless User Deprovisioning Process

Zluri's integration with Insightly empowers you to effortlessly manage user deprovisioning. When an employee leaves the company or changes roles, their access needs to be promptly revoked to prevent unauthorized access to company data. 

With Zluri, this process becomes a breeze. Through a centralized dashboard, you can quickly identify the users who require deprovisioning and initiate the necessary actions with just a few clicks.

Example Scenario:

Let's consider an example to illustrate the effectiveness of Zluri in user deprovisioning for the Insightly app. Imagine a scenario where an employee has resigned from the organization. As an IT manager, you need to ensure that the employee’s access to Insightly is revoked promptly to maintain data security and comply with company policies.

In the traditional approach, you might need to manually access Insightly, locate former employee’s account, and disable their access. This process could be time-consuming, prone to errors, and potentially result in delayed deprovisioning. 

However, with Zluri, the process becomes highly efficient. You can log into the Zluri dashboard, locate the ex-employees' profile, and, with simple action, revoke their access to not just Insightly but also other connected apps. This saves you time and reduces the risk of overlooking any access points.

Furthermore, Zluri's analytics provide insights into the applications the former employee used most frequently. This information can be crucial for reallocating licenses and optimizing your software budget. With Zluri, you're enhancing security and making informed decisions about resource allocation.

Seamlessly Integrate Zluri with Insightly in 2 Steps

If you're using Insightly as your project management tool for business and are wondering about effortlessly combining it with Zluri, you're in luck. This partnership has the potential to bring you a variety of advantages, from making your workflows more efficient to better handling and organizing your data while ensuring you meet compliance requirements. 

Let's dive into the process and benefits of integrating Insightly with Zluri to maximize the potential of these two effective tools working together seamlessly.

Step 1: Choose the required scopes for Insightly

To make the most of Zluri's strong abilities, like finding data, automated tasks, SAML, and handling licenses, it's vital to pick the settings that match your IT team's needs smartly. The scopes decide how much data and features the integration can use. If you want things to be easier, there are default settings ready to help you out.

Step 2: Create a connection between Zluri and Insightly

In this step, we'll set up a safe and protected link between Zluri and Insightly. To make this happen, you need the approval of your IT admin. If you have the required Insightly access details, you can speed up the approval process on your own. 

Note: You also have the option to invite a trusted colleague. This colleague can then complete the approval for you.

After successfully linking up, Zluri lets you save this connection setup. Moreover, if different sections of your company need various links, Zluri makes it possible. You can generate extra links designed for specific needs that match your IT setup.

By carefully following these actions, you're guaranteeing a smooth link between Insightly and Zluri and laying the foundation for better teamwork, simpler processes, improved data safety, and effective IT control.

So why wait? Schedule a demo today!

About the author

Rohit Rao

Rohit works in the Community and Marketing Team of Zluri and is a strong advocate of community led growth.