Portant Portant Docs

Team

Run Portant with the people you work with. Once you're on a Team plan you can invite members, share workflows, organise them into folders, set permissions, and put your own brand on the eSign portal.

In this section

  1. Create your team: name your workspace and invite members.
  2. Share workflows: make a workflow available to your teammates.
  3. Folders in the workflows tab: keep things tidy as you grow.
  4. Manage team permissions: control who can build, run, and view.
  5. Whitelabel the eSign portal: show your logo and colours to signers.