Settings Overview

Goal

Find and use the administrative settings for your organization — themes and branding, plus the other admin sub-pages reached from the General and Security sections of the portal.

Before you start

• Prerequisites: A signed-in account with administrative access to the active organization.
• Required role/permission: Most settings pages require an Admin role. Viewers may see some pages but cannot change them.
• Settings that affect behavior:
  • Themes / branding (/portal/general/themes) — changes the portal’s appearance (logo, colors) for the organization; this affects what every member sees.
  • Active organization — settings apply to the currently selected organization.

Note

“Settings” in the portal is a group of admin sub-pages rather than a single screen. The main entry points are listed in the steps below.

Steps

1. Open Themes / branding at /portal/general/themes to customize the organization’s logo and colors.
2. Manage people under Users (/portal/general/users) — see Users overview.
3. Manage organizations under Organization Manager (/portal/general/organizationManager) — see Organizations overview.
4. Manage access under Security → Groups (/portal/security/groups) for roles and group membership.
5. Review Reports (/portal/general/reports) for organization-level reporting.

1. Open Settings (Themes / branding)

   

Related

• Roles and groups
• Organization management
• Users overview