View Settings (Windows Tablet)

The Settings button is located within the Sidebar, above the Person icon. Tap the sidebar button to reveal the sidebar.


See My Profile for a walkthrough.

Terms of Use

Tap Terms of Use to view the InsitePortfolioTM End User License Agreement - good rainy day reading.


Insite wants to hear from you! 

NOTEThe Feedback feature is not meant for Help Desk inquiries or technical support.  Please send questions of that nature to your company's InsitePortfolio Admin.

  1. Tap Feedback.
  2. Answer the question, What can we do to improve your app experience?
  3. Entering an email address is optional. Enter one if you would like to continue the conversation, or leave it blank to remain anonymous.
  4. Tap Submit.


View the Version number, or access the Help Center.

Tap Help to access the Help Center in a browser window. The support site contains training videos and documentation for all supported platforms, and is the first place to go with any InsitePortfolio questions.

Have more questions? Submit a request