Configuring Insites
How to set up Insites for your organisation
By Sharlotte and 1 other2 authors15 articles
- 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
- Localising the platform & audit resultsHow to set up Insites for success in the market you serve