Settings

Settings is where you can manage and customise your platform preferences, including user access, roles, and integrations.

User Management

The user management feature allows you to invite new users and set the required roles.

Roles

1. Owner

Has access to all functions and features available on PortF. This role can also invite other users and set their role.

2. Operator

This removes the Settings tab in the sidebar menu so they are unable to make interface changes to the platform. Operators can still add and remove companies and financing events.

3. Read Only

Only able to view the content on PortF.

Portfolio Accounting Integration

Manage your portfolio accounting integration settings from within the Settings section of the platform.