> ## Documentation Index
> Fetch the complete documentation index at: https://talent.docs.mercor.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Insightful for Time Tracking

> We utilize Insightful for time management. Please follow this step-by-step guide to configure it appropriately and accurately record your time.

<Warning>
  **Insightful sign-in is moving to Mercor single sign-on (SSO).**

  This change is being rolled out gradually. **Every expert will be switched to SSO**, but your account may not be migrated yet.

  * **Haven't seen a migration prompt?** Nothing changes for you yet — keep signing in with the personal email linked to your Mercor profile.
  * **Saw the "Switch to single sign-on for Insightful" prompt on [work.mercor.com](https://work.mercor.com)?** Your account is now on SSO — follow [Sign in with SSO](#sign-in-with-sso-new) below and use your **@mercor.expert** email from now on.
</Warning>

## Sign in with SSO (new)

Mercor is switching Insightful sign-in from personal email and password to **Mercor single sign-on (SSO)** with your **@mercor.expert** email. You no longer need a separate Insightful password — one click on Work Platform migrates everything for you.

<Info>
  **What changes once your account is migrated**

  * Your Insightful login email changes from your personal email to your **@mercor.expert** email.
  * You sign in to the Insightful app with **Continue with SSO** — there is no separate password anymore.
  * You'll be signed out of the Insightful app **once** and need to sign back in with SSO. You stay signed in on Mercor, and your tracked hours, projects, and pay are not affected.
</Info>

<Steps>
  <Step title="Accept the switch on Work Platform">
    The next time you sign in to [work.mercor.com](https://work.mercor.com) after your account is selected for migration, you will see the prompt below. Read it and click **Continue** — everything else is done for you automatically.

    <Frame caption="The one-time migration prompt on Work Platform">
      <img width="500" src="https://mintcdn.com/mercor-external/iMYTxXjCQEKNVD2o/images/Insightful/SSO_WP_Prompt.png?fit=max&auto=format&n=iMYTxXjCQEKNVD2o&q=85&s=51c8a6cd960e8ade279f48b2548224a2" alt="Switch to single sign-on for Insightful prompt on Work Platform" data-path="images/Insightful/SSO_WP_Prompt.png" />
    </Frame>

    A confirmation appears once the switch is in progress:

    <Frame caption="Confirmation that your Insightful login is being switched">
      <img width="400" src="https://mintcdn.com/mercor-external/iMYTxXjCQEKNVD2o/images/Insightful/SSO_WP_Toast.png?fit=max&auto=format&n=iMYTxXjCQEKNVD2o&q=85&s=a307fd5fef5f678ed2f07b9f9e1a961a" alt="Toast notification: Your Insightful login is being switched to single sign-on" data-path="images/Insightful/SSO_WP_Toast.png" />
    </Frame>
  </Step>

  <Step title="Open the Insightful app and choose 'Continue with SSO'">
    After migration you will be signed out of the Insightful desktop app one time. On the welcome screen, do **not** type an email and password — click **Continue with SSO** at the bottom.

    <Frame caption="Always pick Continue with SSO — the email and password fields no longer apply to you">
      <img width="360" src="https://mintcdn.com/mercor-external/iMYTxXjCQEKNVD2o/images/Insightful/SSO_App_Welcome.png?fit=max&auto=format&n=iMYTxXjCQEKNVD2o&q=85&s=35cd6cd458ccd743a9e32f358c36dd84" alt="Insightful desktop app welcome screen with Continue with SSO button" data-path="images/Insightful/SSO_App_Welcome.png" />
    </Frame>
  </Step>

  <Step title="Enter your @mercor.expert email">
    Type your **@mercor.expert** email address (the one shown in the migration prompt) and click **Sign In with SSO**.

    <Frame caption="Use your @mercor.expert email — not your personal email">
      <img width="360" src="https://mintcdn.com/mercor-external/iMYTxXjCQEKNVD2o/images/Insightful/SSO_App_Email.png?fit=max&auto=format&n=iMYTxXjCQEKNVD2o&q=85&s=b4cc7f21e97306a4763c3749fbed9e96" alt="Insightful SSO sign-in screen with a mercor.expert email entered" data-path="images/Insightful/SSO_App_Email.png" />
    </Frame>
  </Step>

  <Step title="Finish signing in through your browser">
    Your browser opens to complete the Mercor sign-in securely. If you are already signed in to Mercor, this finishes on its own in a few seconds.

    <Frame caption="The browser completes the secure sign-in and returns you to the app">
      <img width="500" src="https://mintcdn.com/mercor-external/iMYTxXjCQEKNVD2o/images/Insightful/SSO_Okta_Redirect.png?fit=max&auto=format&n=iMYTxXjCQEKNVD2o&q=85&s=697ee02ed8c44f10584e1b8c31efee92" alt="Browser window showing Signing in to Insightful" data-path="images/Insightful/SSO_Okta_Redirect.png" />
    </Frame>
  </Step>

  <Step title="You're back in — track time as usual">
    The Insightful app signs in and your assigned projects appear exactly as before. Nothing changes about how you track time.

    <Frame caption="Your projects and hours are untouched by the migration">
      <img width="360" src="https://mintcdn.com/mercor-external/iMYTxXjCQEKNVD2o/images/Insightful/SSO_App_LoggedIn.png?fit=max&auto=format&n=iMYTxXjCQEKNVD2o&q=85&s=9b1be5ef065c8645a47efb795bba6287" alt="Insightful app signed in via SSO showing assigned projects" data-path="images/Insightful/SSO_App_LoggedIn.png" />
    </Frame>
  </Step>
</Steps>

<Note>
  Insightful will **not** appear as a tile on your Okta dashboard — this is expected. Always start from the Insightful desktop app and use **Continue with SSO**.
</Note>

***

## Setting up Insightful

<Steps>
  <Step title="Accept the invite from Insightful">
    Once you are added to a project, an invitation email will be sent to the email address associated with your Mercor profile. Once your account is on SSO, this email goes to your **@mercor.expert** address instead.

    Please accept the invite within **48 hours**, as Insightful links expire after that. If your link has expired, download Insightful directly here: [https://app.insightful.io/#/token/download](https://app.insightful.io/#/token/download) and sign in:

    * **Account migrated to SSO:** click **Continue with SSO** and use your **@mercor.expert** email.
    * **Not migrated yet:** on the login screen, click **Reset password** and use the same email you registered with on the Mercor platform to set a password, then sign in.

    <Frame>
      <img width="400" src="https://mintcdn.com/mercor-external/JMg-SJ-H0hdICazV/images/Insightful/Insightful_Welcome_Email.png?fit=max&auto=format&n=JMg-SJ-H0hdICazV&q=85&s=8b008a3c5792ec83398bb9880cc85f75" data-path="images/Insightful/Insightful_Welcome_Email.png" />
    </Frame>
  </Step>

  <Step title="Download the desktop application">
    Please click the link provided in the email to visit Insightful's official website. Subsequently, download the version compatible with your operating system.

    <Frame>
      <img width="400" src="https://mintcdn.com/mercor-external/JMg-SJ-H0hdICazV/images/Insightful/Insightful_Download_Link.png?fit=max&auto=format&n=JMg-SJ-H0hdICazV&q=85&s=4b6a6aee884546c71389b3c6a3e65e0c" data-path="images/Insightful/Insightful_Download_Link.png" />
    </Frame>

    The application that has been downloaded is named **Workpuls**.
  </Step>

  <Step title="Install and open the Workpuls app">
    Following installation, open the Workpuls application and sign in:

    * **Account migrated to SSO:** click **Continue with SSO** and use your **@mercor.expert** email.
    * **Not migrated yet:** sign in using the same email you registered with on the Mercor platform. If this is your first time and you have not set a password yet, click **Reset password** on the login screen first, then sign in.

    Assigned projects will appear in the app. You can start the timer and begin working only after a project has been assigned to you. After assignment, it may take up to **12 to 24 hours** for the project to appear in Insightful.

    <Frame>
      <img width="400" src="https://mintcdn.com/mercor-external/JMg-SJ-H0hdICazV/images/Insightful/Insightful_Desktop_Screenshot.png?fit=max&auto=format&n=JMg-SJ-H0hdICazV&q=85&s=e215dc6f7b8f420e675bc7a2a0b52c6f" data-path="images/Insightful/Insightful_Desktop_Screenshot.png" />
    </Frame>
  </Step>

  <Step title="Start and stop tracking time">
    Please select your assigned project and task. Click the "Play" button to commence tracking, and halt when you pause or complete your work.

    <Frame>
      <img width="400" src="https://mintcdn.com/mercor-external/JMg-SJ-H0hdICazV/images/Insightful/Insightful_Play_Button.png?fit=max&auto=format&n=JMg-SJ-H0hdICazV&q=85&s=0e466b28e9684c89e5039fac0aa4bf83" data-path="images/Insightful/Insightful_Play_Button.png" />
    </Frame>

    The desktop instance displays the total duration of the task over several days.
  </Step>
</Steps>

***

## FAQ

### Single sign-on (SSO) migration

<AccordionGroup>
  <Accordion title="How do I know if my account has been migrated to SSO?">
    You will see a one-time **"Switch to single sign-on for Insightful"** prompt when you sign in to [work.mercor.com](https://work.mercor.com). If you have seen and accepted that prompt, your account is on SSO and you must sign in to Insightful with **Continue with SSO** and your **@mercor.expert** email.

    If you have not seen the prompt yet, your account still uses your personal email — nothing changes for you until the prompt appears.
  </Accordion>

  <Accordion title="I was signed out of the Insightful app after the switch.">
    This is expected and happens **once**. Open the app, click **Continue with SSO**, enter your **@mercor.expert** email, and finish the sign-in in your browser. Your projects and tracked hours are not affected.
  </Accordion>

  <Accordion title="Which button do I click on the Insightful welcome screen?">
    If your account has been migrated, always click **Continue with SSO** at the bottom — do not use the email and password fields, as your old password no longer applies. If you have not been migrated yet, continue signing in with your personal email and password as before.
  </Accordion>

  <Accordion title="Will the migration affect my tracked hours, projects, or payment?">
    No. The migration only changes **how you sign in**. Your Insightful account, assigned projects, tracked hours, and payments all stay exactly the same, and you will not be signed out of Work Platform.
  </Accordion>

  <Accordion title="I don't see Insightful in my Okta dashboard.">
    That is expected — Insightful does not appear as an Okta tile. Always start from the Insightful desktop app and sign in with **Continue with SSO**.
  </Accordion>
</AccordionGroup>

***

### Invitations & Login

<AccordionGroup>
  <Accordion title="I have not received an invite from Insightful.">
    First, check your spam folder for an email from [support@insightful.io](mailto:support@insightful.io). If you don't see it, your account may already be active. Download the desktop application at [https://app.insightful.io/#/token/download](https://app.insightful.io/#/token/download).

    If your account has been migrated to SSO, simply sign in with **Continue with SSO** and your **@mercor.expert** email — no password is needed. Otherwise, if this is your first time signing in and you never set a password, do not try to log in directly. On the login screen, click **Reset password**, enter the same email you registered with on the Mercor platform, and follow the email from Insightful to set your password. Then sign in with that email.

    If the issue persists, please contact our support team.
  </Accordion>

  <Accordion title="What email should I use to log into Insightful?">
    It depends on whether your account has been migrated to SSO yet:

    * **Migrated to SSO** (you saw the migration prompt on Work Platform): use your **@mercor.expert** email with **Continue with SSO**.
    * **Not migrated yet:** use the **personal email address** associated with your Mercor profile — the same email address used to sign your contract.

    All accounts will eventually be moved to SSO, so if your personal email stops working, try **Continue with SSO** with your **@mercor.expert** email.
  </Accordion>

  <Accordion title="My account was deactivated.">
    If you have previously completed projects and are unable to log in again, please contact [support@mercor.com](mailto:support@mercor.com), and we will assist you in regaining access.
  </Accordion>
</AccordionGroup>

***

### Setup Issues

<AccordionGroup>
  <Accordion title="I am getting an error on 'Complete Insightful Setup' when signing my proposal.">
    If you encounter a `400 error` this indicates that your account is still being created within our system. Kindly wait a few hours before attempting to access again.
  </Accordion>

  <Accordion title="The link I received in my email has expired.">
    Insightful links expire after **48 hours**. If your link has expired, download Insightful directly here: [https://app.insightful.io/#/token/download](https://app.insightful.io/#/token/download). If your account has been migrated to SSO, sign in with **Continue with SSO** and your **@mercor.expert** email. Otherwise, on the login screen click **Reset password**, set a password using the same email you registered with on the Mercor platform, then sign in — your Insightful login is tied to your original email and cannot be changed.
  </Accordion>

  <Accordion title="I'm seeing a 'User not found' error on Insightful. What should I do?">
    This message generally appears when you have modified your login email on [work.mercor.com](https://work.mercor.com). 'Insightful' is associated with the **initial email** used on the platform and, regrettably, cannot be updated as it is a third-party service. (Once your account is migrated to SSO, this limitation goes away — you will always sign in with your **@mercor.expert** email.)

    Please **do not create a new organization** when prompted; there is no need to manually register anything.
  </Accordion>

  <Accordion title="Insightful is asking me to create an organization. Should I proceed?">
    No — if you are seeing this screen, it indicates that Insightful did not recognize your email. This situation typically occurs when your login email was changed on Mercor's platform. Please disregard the request to create a new organization.

    Instead, verify your contract page and use the original email address you used to create your account when logging into Insightful. If your account has been migrated to SSO, sign in with **Continue with SSO** and your **@mercor.expert** email instead.
  </Accordion>

  <Accordion title="My Insightful email doesn't match the email I use for work.mercor.com. Will this affect payment or tracking?">
    No concerns — your contract will continue to **synchronize accurately** even if there are discrepancies in email addresses.

    "Insightful" associates with your contract via internal identifiers, not solely through email.

    Provided that you record time accurately with the correct contract and project, you will receive the appropriate compensation as anticipated.
  </Accordion>
</AccordionGroup>

***

### Device & OS Compatibility

<AccordionGroup>
  <Accordion title="Which devices are supported?">
    ### **Windows**

    * **Supported**: **Windows 10** or later (requires .NET Framework 4.8 or later package installed)

    ### **MacOS**

    * **Recommended**: macOS 12 (Monterey) or later
    * **Supported**: **macOS 11 Big Sur** or later

    ### **Linux (Beta - Not Recommended)**

    Not recommended to use if you have a Mac/Windows option available, Insightful's compatibility for Linux is in Beta, For help, contact [support@insightful.io](mailto:support@insightful.io).

    * **Ubuntu/Mint 20.04** or later
    * **Fedora 32** or later

    <Warning>
      Chromebooks, iPads, or mobile devices are not supported by Mercor. This means you won't be able to track time or work on Mercor projects using one.
    </Warning>
  </Accordion>
</AccordionGroup>

***

### Project Access & Tracking

<AccordionGroup>
  <Accordion title="Why can't I start the timer or begin working?">
    You can start the timer and begin working only after a project has been assigned to you.

    After assignment, it may take up to **12 to 24 hours** for the project to appear in Insightful.
  </Accordion>

  <Accordion title="I am not seeing a project assigned to me.">
    You will be automatically added to a project once you have completed the onboarding process on the Mercor platform. Synchronization may take several hours. If you are still not assigned, please contact [support@mercor.com](mailto:support@mercor.com)
  </Accordion>

  <Accordion title="My hours were limited or increased.">
    Only your Project Lead or the Mercor internal team possesses the authority to modify your Insightful hour limits. Kindly reach out to them should you notice any discrepancies.
  </Accordion>

  <Accordion title="Where do I see detailed breakdowns of hours worked?">
    Click the '<u>Open Dashboard</u>' button within the Workpuls application. This action redirects you to the Insightful web portal, where you are able to review time allocations by day and project.

    <Frame>
      <img width="400" src="https://mintcdn.com/mercor-external/JMg-SJ-H0hdICazV/images/Insightful/Insightful_Open_Dashboard.png?fit=max&auto=format&n=JMg-SJ-H0hdICazV&q=85&s=228d773ad3e849d036eb56c7baf0a77d" data-path="images/Insightful/Insightful_Open_Dashboard.png" />
    </Frame>
  </Accordion>

  <AccordionGroup>
    <Accordion title="Can I use multiple devices to work?">
      Yes — you may install and use Insightful on multiple personal devices (such as a laptop and a desktop). However, you can only be **actively clocked in on one device at a time**.

      <Danger>
        Never stay logged in or track time simultaneously on more than one device. This is not supported and can cause data errors.
      </Danger>

      Before starting work on a different device:

      * Fully log out of Insightful on the previous device
      * Make sure the app is completely closed
      * Then clock in on the new device as usual

      <Note>
        If you skip these steps, your hours **may not be recorded correctly**, and you run the risk of **not being paid** for that time.
      </Note>

      This helps ensure that your hours are accurately tracked and your data remains valid.
    </Accordion>
  </AccordionGroup>

  <Accordion title="What are the internet or Wi-Fi requirements for time tracking, and can time be tracked in offline or airplane mode?">
    An active and stable internet connection is required for Insightful to track and log time accurately. Logged hours will not be synced if your device is offline or in airplane mode.

    Recommneded to:

    * Stay connected to a stable internet connection while working
    * Avoid tracking / logging hours in offline/airplane mode.
  </Accordion>
</AccordionGroup>
