Documentation
Console
The Insites Console is where you run your Insites account. You create and manage instances, invite the people you work with, and look after your account details and billing.
Signing In
Go to console.insites.io and sign in with your Insites account. If you do not have one yet, select Sign up on the sign-in page. See Sign-in and Invitations.
The Main Menu
| Menu item | What it is for |
|---|---|
| Dashboard | A summary of your instances, recent deploys and anything that needs attention. See Dashboard. |
| Instances | Every instance and folder in the account. See Instances Overview. |
| People | Everyone in the account and their roles. See Managing People. |
| Account | Your organization's name, logo, contacts, tags and plan usage. See Account. |
| Billing | Your plan, subscriptions and invoices. Shown to the roles that can view billing. See Billing. |
Your User Menu
Select your name at the top right to open your user menu:
- My profile: your own name, photo and sign-in details.
- Switch account: shown when you belong to more than one account. See Switching Accounts.
- Settings: how dates and times appear to you. See Settings.
- Sign out.
Roles
Each person in the account has a role: Viewer, Editor, Developer, Admin or Owner. The role sets what they can see and do. See Roles and Permissions.
Your Data
The Data Processing Agreement explains how Insites handles the personal information that you and your users put into your account and instances.