Help Article
AgilePort
Who can use this feature?
Users with AgilePort access
Purpose
AgilePort is a customizable portal for sharing documents with clients. This tool lets you manage and distribute key documents—like field observations, test results, and summary reports. Use it to give clients quick access to key information and improve collaboration across your projects.
The Admin module includes a dedicated area for managing your AgilePort site, including settings and user access.
This area of Admin is split into several pages; click below for more information on each:
AgilePort Users
The AgilePort Users page lets you add, edit, or deactivate users for your firm’s AgilePort site. This area includes several search fields so you can filter existing users by name, status, email, etc.
To add a new user, press the Add AgilePort User button. Fill out the form, including the user’s name and email, then press Save. Once added, the user will receive an email inviting them to your AgilePort portal. This introductory email can be customized on the AgilePort Settings page (see below).
Use the following buttons to perform quick actions on each user record:
- View user history (📅)
- Activate or deactivate user (▶️/◼️)
- Edit user info (✏️)
AgilePort Subscriptions
The AgilePort Subscriptions page gives you a breakdown of users for a selected month. It’s smart to review your subscription list each month to deactivate users who no longer need access to AgilePort.
The Create Billing Export button will generate a spreadsheet (.CSV data file) of subscription info for the selected time period.
AgilePort Settings
The AgilePort Settings page lets you customize different elements of your AgilePort site, including site colors, messages, and report notifications. You can tweak these settings to ensure your site aligns with your unique branding and client needs.
- General Settings: Add your firm’s logo, colors, help documents, and other assets to customize your AgilePort site.
- Introductory Email Notifications: Add or edit the intro email sent when users are added to AgilePort or a new project.
- New Report Notifications: Adjust the behavior of report notifications sent to your clients and other AgilePort users
- Columns & Filters: Control which filters and columns are visible for AgilePort users
For more info on AgilePort and how it can elevate your firm’s workflow, contact your Solutions Consultant.
Want to keep learning?
Click here for more how-to articles and MetaField guides. You can also access in-app guidance using the Help Desk!