Viewing My Settings (iOS)

The Settings button is located within the More button at the bottom of the screen.  Access Settings to update your Profile, access Sharing options, get Help, or Sign Out.


Tap Help to access InsitePortfolioTM help options.

  • Tap Help Center to access the InsitePortfolio Help Center. The Help Center opens in a browser window, and is the first place to visit if you have any questions about InsitePortfolio.
  • InsitePortfolio provides a quick tutorial for first-time users when they log into the app. Need to view the tutorial again? Tap Tutorial.
  • Finally, tap Send App Feedback to send Insite Software ideas for how to improve the app.

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

Sign Out

Tap Sign Out to sign out of the app and return to the sign in page.

Have more questions? Submit a request