Portfolio Desk
User guide
Administration 5 min read

Organization settings

The product covers commercial, residential and self-storage, and few organisations do all three. Settings decide which of it you see, and how the parts you use are labelled.

  1. 1

    Turn on what you actually do

    Categories switch whole areas on and off. Turning off self-storage removes it from navigation entirely rather than leaving empty screens.

    Organization site settings page
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Fit it to your vocabulary

    Custom fields, ticket categories and statuses, and email branding, so the system reads the way your team already talks.

Used alongside

Team & roles

Who can see what, and who can change it.
Integrations

Accounting, banking, payments, screening and messaging connections.
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