Invite Your Team to Use Insycle

All plans offer unlimited users. Insycle's pricing is based on the number of records in your database, not the number of users. Once a user is invited, they log in using their CRM account on the Login page, just like how you might use your Google account to log in to other websites.

Insycle makes it simple to invite team members to Insycle for collaboration. There are two methods for accessing Insycle.

First, you can invite team members on the Settings > Users page. There, you can also control permissions for all Insycle users.

Additionally, CRM users can sign into Insycle using single sign-on. When they access Insycle using this method, their CRM permissions are retained.

Insycle makes it simple to invite team members to Insycle.

To invite a member of your team, they must have an account in your CRM. They will use this account to log in to Insycle, similar to how you might use your Google account to log in to other websites.

Any team member that you add retains the underlying permissions assigned to them in your CRM. Insycle's permissions act as an extra layer of security on top of those permissions, and CRM permissions are not altered by your Insycle settings.

There are two ways for your team members to access Insycle: by being invited or by using single sign-on.

Inviting team members through Insycle is simple.

First, navigate to the Settings > Users page, accessible on the left-hand navigational menu.

There, you will find a list of all active Insycle users, along with additional information about each user.

To invite new team members to Insycle, click the "Invite Team" button at the top of the page.

In the Invite Your Team popup, select the individual users from your connected CRM account. To invite a user, they must already be added to your CRM.

Once added, you can set their individual permissions, and they will receive a Welcome email from Insycle.

Insycle users access the app using single sign-on. This is similar to how you may use your Google account to log in to websites around the web.

Insycle users log in to Insycle using their HubSpot, Salesforce, Intercom, Mailchimp, Pipedrive, or other CRM accounts.

Your Insycle plan is tied to your CRM app account. That's how Insycle associates users to the right account. For example, for Salesforce, all users that belong to the same org ID are part of the same plan; for HubSpot, it works the same way based on the portal ID, etc.

To invite a user to Insycle, they first must have an account on your CRM app. Then, they can use that account to log in.

To connect more apps to Insycle, check out this Add and Remove Accounts Data article.

To log in using single sign-on, go to the Login Page and select the login button for your integrated CRM.

You can set permissions for individual users in Insycle.

Using Insycle's permissions, you can assign specific users read and write capabilities on a module-by-module level. This way, if you want someone to work on just one issue in your CRM—such as merging duplicates—they can be granted both read and write access to the Merge Duplicates module only, ensuring they don't accidentally alter other data.

Learn more about Insycle's User Roles and Permissions.

Sometimes, Insycle customers want to create a "Master Account," like  "MarketingDepartment@domain.com" that they can share with teammates. But this is not necessary. Insycle offers unlimited users for every plan. Insycle uses single sign-on, which means that you log in to Insycle through your HubSpot, Salesforce, Pipedrive, Intercom, or other CRM account.

Anyone that has an account inside of your CRM can be invited to use Insycle free of charge. Invitees can log in through the Login page.

Additionally, you can set permissions for each user and track any changes made by individual users. This functionality is lost with a shared account.

To learn more, see User Roles and Permissions.