Getting started
The basics that work the same everywhere in Insply: signing in, your profile, searching, notifications, downloads and who can see what.
35 guides in Getting started
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How do I…Short answers, one task each
Sign in to InsplyOpen the sign-in page and get to your home screen.I forgot my passwordGet a new password when you cannot remember yours.Why can't I sign inFix the most common sign-in problems.Change your passwordPick a new password for your own login.Change your name or phone numberUpdate your own details in My profile.Update your profile photoAdd or change the picture that shows next to your name.Sign out of InsplyLeave safely, especially on a shared computer.What does Signed out on this device meanUnderstand the lock screen you see when the internet drops while you sign out.Why was I signed outCommon reasons Insply asks you to sign in again.Find a page with searchJump to any page from one search box.Find a student, teacher or bill with searchSchool admins can search people and records from the top bar.See one campus or all campusesChoose which campus the pages show.Turn on dark modeSwitch to a dark screen that is easier on the eyes at night.Download a list as ExcelSave the rows you see in a table to an Excel file.Download a list as PDFSave a table as a page you can print.Search inside a tableShow only the rows that match a word.Open your notificationsSee what is new and what needs you.Why does the bell dot come backKnow why the notification dot shows again.Use Insply on your phoneOpen Insply in your phone's browser and find the main pages.See all columns of a table on a phoneSwipe a wide table sideways.Ask the assistant for helpType what you want to do and the assistant opens the right page.I cannot see a page or buttonWhy something is missing from your screen, and what to do.My page is emptyCheck the usual reasons a list or page shows nothing.Who to ask for helpFind the right person when something does not work.
Step-by-step guidesBigger jobs that use several pages
Sign in and sign outHow to sign in, how to sign out, and what happens if your connection drops while you sign out.Your profile and passwordUpdate your name, phone and photo, and change your password.Find anything with Ctrl+KJump to any page or start a task from one search box.Switch campusFor school admins with more than one campus: choose which campus the pages show.Light and dark modeSwitch Insply between a light and a dark look.Download a table as Excel or PDFSearch the rows in a table and download what you see as an Excel or PDF file.NotificationsThe bell in the top bar shows what is new and what is waiting for you.Roles: who can see whatWhat each kind of account can open, and how custom roles work.Using Insply on a phoneHow the screen changes on a small screen, and where the main pages are.The assistantAsk a question or say what you want to do, and the assistant takes you to the right page.