Features for administrators and supervisors
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Workspaces
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Organization options in portatour® Anywhere
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Organization-wide settings and their effects
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Show user list
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User detail page in portatour® Anywhere
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User detail page
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Create a new user
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Assign a user to a user group
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Assigning Microsoft users to portatour® users for single sign-on
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Change user data
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Deactivate and activate users
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Delete users
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Working across multiple user accounts
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Create dynamic fields for call reports
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Import data for multiple users at once
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Update customer data in transfer mode
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Transfer data between two users
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Request portatour® Report organization-wide or for user groups
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Manage permissions
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Set password policy
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Program settings in portatour® Anywhere
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Activate and deactivate user groups
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Set IP-based access restrictions
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Setting up single sign-on (SSO) with Microsoft
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Deactivating single sign-on (SSO)
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Organization-wide program settings
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Increase number of licenses