6 Articles
- Create and manage users in OneInsight New users can be invited to OneInsight via the admin interface. They will receive a welcome email that links them to pages where they... October 10, 2019
- Manage roles and permissions OneInsight will show you a list of all roles that are currently defined. One or more roles can be assigned to users. Roles define what... October 10, 2019
- Understanding filters Filters are only accessible for enterprise customers. Filters allow admins to specify the people, i.e. leads, that a user can see. The... January 07, 2020
- Enable Single Sign-On Single Sign-On is only available for enterprise customers. OneInsight supports Single Sign-On using SAML or WS-Federation protocols.... February 07, 2020
- Set up an ADFS SAML connection Single Sign-On is only available for enterprise customers. 1 Add a Relying Party Trust See Create a relying party trust for complete... February 07, 2020
- Set up an WS Federation connection Single Sign-On is only available for enterprise customers. Also, please note that the WS Federation protocol doesn't support the... February 07, 2020