Platform: Administration and Troubleshooting

Setup, Configuration, Integrations, and Errors

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22 articles in this collection
Written by James Davison, Marcus Motill, and Holly Jones
Setup and Configuration

Setting Fiscal Start / End Date

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Written by Holly Jones
Updated over a week ago

Mapping Custom HubSpot Fields in the InsightSquared Platform

Translate property types from HubSpot to the IS2 Platform using the HubSpot Property Settings
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Written by Holly Jones
Updated over a week ago

How Do I Add Users to the InsightSquared Revenue Intelligence Platform?

Adding New Users to the Platform
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Written by James Davison
Updated over a week ago

Content Policies

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Written by Holly Jones
Updated over a week ago

Content Authorization

InsightSquared Platform Groups - Data driven content authorization
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Written by Holly Jones
Updated over a week ago

Adding Users to a Group

Establish user authorization and visibility.
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Written by Holly Jones
Updated over a week ago

Controlling Feature Access

Allow certain users to access certain features
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Written by James Davison
Updated over a week ago

Mapping Custom Salesforce Fields in the InsightSquared Platform

Translate property types from Salesforce to the IS2 Platform using the Salesforce Object Manager
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Written by James Davison
Updated over a week ago

Use the InsightSquared Revenue Intelligence Platform to Sync Email & Meeting Activity in Salesforce

Enabling the IS2 Platform Activity Sync with Actions
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Written by James Davison
Updated over a week ago

Mapping a Salesforce Lookup field in the InsightSquared Platform

How to map a Lookup field in salesforce to properties in the IS2 Platform
M
Written by Marcus Motill
Updated over a week ago

Granting Visibility to Salesforce Opportunities and Accounts

InsightSquared Platform Groups - Data driven content authorization
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Written by James Davison
Updated over a week ago