How can I add a new user to my Insightly CRM?

Last modified on Sep 17, 2026

You can add a new user by logging into Insightly CRM with administrator rights and navigating to the Managing Users settings page

If you created your Insightly account via Google Apps, you might add your users directly into Insightly. In case you signed in to Insightly account without Google Apps or want to add new users from another domain, you need to send them emails with an invitation to register.

When you use a paid subscription, the additional users will increase your monthly fee. You can see the existing level on your System Settings in the Billing & Account.

 Steps to Add a User

• Open System Settings: Click your profile icon in the top-right corner of Insightly and select System Settings.
• Go to Users: Select Users or User List from the menu.
• Add New User: Click the Add New User or Invite User button.
• Enter Details: Type the new user's first name, last name, and email address.
• Assign Roles: Select a user role such as Administrator, Standard User, or Read-Only. Check the Administrator box if they need admin rights.
• Add to Teams: Optionally assign the user to one or more teams.
• Send Invitation: Click Add New User or Send Invitation to send an activation email.