Settings
Configure your organization, users, and platform preferences.
Overview
Settings allow administrators to customize PortTask for their organization. Access settings from the sidebar under the Administration section.
Note: Some settings are only available to users with Admin or Super Admin roles.
Organization Settings
Company Profile
Update your organization name, logo, contact information, and business details.
Branding
Customize colors and logo for a branded experience. This affects emails and documents generated by the system.
Business Hours
Set your operating hours and timezone. This affects SLA calculations and notification timing.
Default Port
Set a default port for new port calls to streamline data entry.
Users & Roles
Manage user access and permissions for your organization:
Invite Users
Send email invitations to add new team members. Specify their role during invitation.
Manage Roles
Change user roles or deactivate accounts. View login history and activity.
Role Permissions
Each role (Admin, Agent, User) has different permissions. See the Getting Started guide for details.
Teams
Organize users into teams for easier assignment and collaboration.
Service Types
Configure the service types available for service orders:
Adding Service Types
Create custom service types with name, category, description, and default SLA hours.
Categories
Organize service types into categories like Operations, Technical, Provisions, etc.
SLA Defaults
Set default SLA hours for each service type. This is used when creating service orders without explicit deadlines.
Notification Settings
Configure how and when you receive notifications:
Email Notifications
Receive email alerts for important events
In-App Notifications
Real-time alerts within PortTask
SLA Warnings
Alerts when orders approach deadline
Assignment Alerts
When tasks or orders are assigned to you
Vendor Updates
Status changes from vendors
Daily Digest
Summary email of daily activity
Security Settings
Password Policy
Configure minimum password requirements and expiration policies.
Session Timeout
Set how long users stay logged in before requiring re-authentication.
Audit Logging
All actions are logged for security and compliance. Admins can view audit logs.
Admin Guide
Platform administration for Super Admins.