Configure your organization, users, and platform preferences.
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.
Update your organization name, logo, contact information, and business details.
Customize colors and logo for a branded experience. This affects emails and documents generated by the system.
Set your operating hours and timezone. This affects SLA calculations and notification timing.
Set a default port for new port calls to streamline data entry.
Manage user access and permissions for your organization:
Send email invitations to add new team members. Specify their role during invitation.
Change user roles or deactivate accounts. View login history and activity.
Each role (Admin, Agent, User) has different permissions. See the Getting Started guide for details.
Organize users into teams for easier assignment and collaboration.
Configure the service types available for service orders:
Create custom service types with name, category, description, and default SLA hours.
Organize service types into categories like Operations, Technical, Provisions, etc.
Set default SLA hours for each service type. This is used when creating service orders without explicit deadlines.
Configure how and when you receive notifications:
Receive email alerts for important events
Real-time alerts within PortTask
Alerts when orders approach deadline
When tasks or orders are assigned to you
Status changes from vendors
Summary email of daily activity
Configure minimum password requirements and expiration policies.
Set how long users stay logged in before requiring re-authentication.
All actions are logged for security and compliance. Admins can view audit logs.
Platform administration for Super Admins.