insightQ guidance for Administrators | insightQ Help Centre

insightQ guidance for Administrators

Useful articles to help you in your role as an insightQ administrator

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29 articles in this collection
Written by Mesma, Carole, Louise and 1 other

Cyber Essentials Certificate of Assurance

Written by Carole
Updated today

How to get started - a guide for administrators

A useful guide which signposts all the articles you need to know to get set-up.

Written by Mesma
Updated over a week ago

General tips

insightQ user roles explained

Learn about each of the different insightQ user roles.

Written by Carole
Updated over a week ago

Allocate your licences to users

This article describes how to add and remove licences to users.

Written by Carole
Updated over a week ago

Managing your user profiles

Learn how to edit, archive and reinstate users.

Written by Carole
Updated over a week ago

Setting up and managing custom areas

Learn how to create, edit, sort and archive, restore custom areas.

Written by Carole
Updated over a week ago

Manage passwords

How to reset password and some useful information on how to mandate complex passwords.

Written by Carole
Updated over a week ago

Adjusting your email notifications in preferences

Learn how to turn off your email reminders and make adjustments to the content

Written by Carole
Updated over a week ago

insightQ Licence Agreement

and Terms and Conditions

Written by Mesma
Updated this week

Useful tips for Evaluate

Allocating custom areas in Evaluate

Learn how to give your users permission for your self-assessment.

Written by Carole
Updated over a week ago

Editing your Evaluate SWOT page in preferences

An easy guide on how to change your SWOT headings.

Written by Carole
Updated over a week ago

Understanding how to change Evaluate settings in preferences

This article will help you understand what features you have to help you bespoke your Evaluate screens

Written by Carole
Updated over a week ago

How to set the right permission levels in Evaluate

This article describes the permission settings in your Evaluate module

Written by Carole
Updated over a week ago

Managing your grade profile

In this article we will show you the icons you need to know to manage your grade profile.

Written by Carole
Updated over a week ago

Archiving your existing self-assessment and/or transitioning to new frameworks in Evaluate

This article describes how best to archive your current framework.

Written by Carole
Updated over a week ago

Useful tips for Improve

How to set the right permission levels in Improve

This article describes each permission setting for your Improve module

Written by Carole
Updated over a week ago

Changing your improvement plan headings in preferences

This article will help you to understand how to change your column titles in your quality improvement plan.

Written by Carole
Updated over a week ago

Useful tips for Observe

Understanding permission levels for your Observe Word and Excel downloads

This article will help you understand permission roles for Observe users and what you can expect to see in your Word and Excel downloads.

Written by Carole
Updated over a week ago

How to set the right permission levels in Observe

A useful table to help you understand permissions setting for your Observe module.

Written by Carole
Updated over a week ago

Useful tips for Enquire

Changing the Enquiry calendar year in preferences

Learn how to change what month your Enquiry calendar starts.

Written by Carole
Updated over a week ago

Common questions

Q - I have forgotten my password, how do I reset it?

Written by Hazel
Updated over a week ago

Q - I've logged into insightQ but can't see any of my modules

Written by Hazel
Updated over a week ago

Q - I've logged into insightQ but can't see a menu to access anything - when I click on any of the headings I am redirected to the mesma website

Written by Mesma
Updated over a week ago

Q - How do I edit my grade bar?

Written by Carole
Updated over a week ago

Q - I have created a new custom area but I am unable to see it?

Written by Hazel
Updated over a week ago

Q - How do I cancel my subscription?

Written by Carole
Updated over a week ago

Useful articles

Four steps for successful software as a service (SaaS) implementation – Step 1

Written by Louise
Updated over a week ago

Four steps for successful software as a service (SaaS) implementation – Step 2

Written by Louise
Updated over a week ago

insightQ system design and configuration

Written by Carole
Updated today