Your 3 Steps to Getting Started with Insytly

Welcome to Insytly! This guide will walk you through the three essential phases to get your account created, your hardware installed, and your first asset reporting live on the platform.

Phase 1: ? Account & Organisation Setup

(To be completed by the primary Account Administrator)

• Step 1: Create Your Account & Organisation: The primary account owner should visit app.insytly.com to create your account by selecting the "Sign Up" button on the log in screen. You will then be prompted to create your Organisation (your company) during this process.

Note: The person who creates the account is the account administrator and will be responsible for billing and primary user management.

• Step 2: Set Up Billing: Before you can add a device, your billing information must be on file, and you will be prompted to complete this on your account creation. 
  • Navigate to Settings > Billing to add your company's payment method if this is not completed during our onboarding flow.

1. Step 3: Invite Your Team (Optional): You can invite team members via the Settings > Users & Access menu. This will allow them to see the assets once they are added and for you to edit access permissions they have to the Organisation as a whole.

   Note: There are also 'Sites' and 'External Access' for members who you want to invite to a particular group of assets or one particular asset, without having to give them access to your whole organisation. You can find the guide on this here.

   
   

Phase 2: ? Hardware Installation

(To be completed by the Field Technician)

• Step 1: Contact us to purchase your unit(s).

• Step 2: Follow the Included Instruction Manual: Install the Insytly unit on your asset by following the main Instruction Manual found in the box. 

  • Important: Follow the wiring diagram carefully and always connect the main power loom as the final step.

• Step 3: Confirm Cloud Connection: After connecting the power supply, wait for the "Status" LED on the unit to flash GREEN. This confirms it has successfully connected to the Insytly cloud.

  • Troubleshooting Tip: If the LED flashes Orange or Red, please refer to the troubleshooting section in the main Instruction Manual.

• Step 4: Note the Serial Number: Find the unique serial number on the device's label (it's also on the outside of the product box). You will need this to add the device to the platform.

Phase 3: ✅ Add Your Device to the Platform

• Step 1: Add the Device

        Follow these steps to add your newly installed hardware to your account:

1. Log in to your Insytly account.

2. Click the [+ Create] button in the bottom left corner and select “Insytly Hardware”.

3. Choose the correct unit you have installed (e.g., IY-LITE or IY-HUB2).

4. Enter the unique serial number when prompted.

5. Select a dashboard template to apply. If this is your first device, you can start with a default template and customise it later, or choose to Create Your Own.

• Step 2: See Your Asset Live!

            Congratulations, you're officially online!

• Your device will now appear on your Mission Control dashboard.

• It may take up to 15 minutes for the first data report to appear.

• Click on the new device within the list to be taken to its individual dashboard. This is where you can view its data in detail and begin customising your dashboard layout.

Tip: First Device? Use the Web App!

For your initial setup, we strongly recommend that you add your first device using the web app on a laptop/computer. This is the best way to properly configure your dashboard and then save it as a reusable template.

Once your template is saved, the mobile app is then the fastest way to add new devices in the field with this template now available to select on the creation flow for adding a device.

The mobile app is designed for technicians to view data on the move and add assets, while the web app offers a full detailed view of data, editing options, and configuration power for your whole team.

What's Next?

Now that your device is online, your next step is to build/edit your dashboard and set up alerts properly. This is the key to getting the right proactive notifications direct to your team.

Our short guide will walk you through exactly how to add a component and configure its alerts: Click here.

Need help? If you get stuck, simply raise a support ticket on the platform (User Menu > Raise a Ticket), and our team will be happy to assist or arrange a training session.