Settings

There are a number of different settings for Passportal which control aspects such as MFA, allowing you to configure Passportal as you require.

This section covers the main settings, further settings details are available via the links below.

Click Settings in the main menu to reveal the options.

• Automated Workflows
• Branding
• Credential Types: Please see Managing Credential Types
• Downloads
• General Settings
  • Company Setup
  • Advanced Options
  • Multi-Factor Authentication (MFA)
  • Trusted Locations
  • Subdomain Settings
  • Backup Utility
• Import / Export: Please see Importing and Exporting Data
• Configure Integration: Please see PSA Integrations or RMM Integrations
• Templates: Please see Using and Managing Document Templates in Documentation Manager