Configuring Insites
How to set up Insites for your organisation
By Sharlotte and 1 other2 authors15 articles
Localising the platform & audit resultsHow to set up Insites for success in the market you serve
Setting up a white-label domain nameA guide to customising your audit by using a custom domain name
Setting up a white-label email addressA guide to customising your audits by using a custom email address
Selecting Local DirectoriesCheck whether a business exists in selected online directories
Adding & managing usersAdding, deleting and changing users passwords and roles
Enabling testsA guide on how to turn on tests in your account
Customising the overview with the audit designerA guide on how to customise your overview
Adding a custom block of contentA guide to customising your audits by adding a content block
Creating manual checkpoints in the auditA guide on how to create custom checkpoints
Add your own product recommendationsA guide on how to customise your audits by adding your own product recommendations
Adding your products & services to build proposalsA guide on adding your products and services into your account, to build a proposal with when sharing a report
Adjusting the test weightingsHow to adjust the weightings of each individual test to change the impact they have on the audit score
Improving email deliverabilityA guide on how to improve your email deliverability
Why am I not receiving emails from Insites?
Creating and Saving Audit ViewsUse Insites audit views to create multiple views in one