InsitePortfolio® Administration Console

InsitePortfolio for Sales and Service’s Admin Console is the main hub for organizing users and content.

Admin Dashboards give Account Admins a bird’s eye view over what’s going on in their organization, including what content is being shared, how users are accessing the platform, and how many users are logging in every day. These dashboards act as the Account Admin’s homepage, ensuring they can gauge the pulse of the team immediately upon logging in.