Portal structure and domains

Last modified: 31 Mar 2025

Learn more about the basic structure of the portal and where to find certain information and settings.

Find the tool bar at the top of the screen in every view. Navigate to important locations and change basic settings for your account.

Item	Name	Details
1	Help Center	External links to this Help Center and to the Release notes of mc Assetpilot.
2	Language	Change language settings.
3	Your avatar	Sign out here.

Platform view with asset domains

The platform view is where you run your day-to-day business. You can view all of your assets in the side bar and perform a variety of actions related to a specific asset level by selecting different asset domains.

Note

Depending on your user role or asset level restrictions, you may not be able to see all of your organization’s assets or asset domains. See also Permissions.

Overview of the platform view

	Name	Details
1	Side bar with organization trees	Navigate through the assets of your organization and all organizations you are invited to. See also Organizations and assets. Organization level: The top-level of every organization tree is marked with a house icon. Asset level: All other elements in the organization tree are referred to as assets.
2	Visibility of side bar	Expand: Move your mouse to the left side of the screen. The side bar will appear temporarily. Select Expand to fix it there. Collapse: Select Collapse to make the side bar disappear. It will only be visible when you move your mouse to the left side of the screen.
3	Top bar with asset domains	Select different domains and carry out actions relevant to the respective asset level selected in the side bar. See Asset domains.
4	Manage organization	OWNERS AND ADMINS ONLY Admins and the owner can see and select Manage [your organization] to enter the administration settings. See Administration settings.
5	Content area	The content in this area changes depending on the domains you select in the top bar.

Asset domains

Actions in the asset domains only affect a particular asset and possibly its sub-assets. Access the asset domains in the top bar of the platform view.

Asset domains are the following:

Dashboard: Get an overview of a specific asset and its performance with the help of various widgets. See Dashboard and widgets.
Forecasts: Manage forecasts to track the performance of a specific asset. See Forecasts .
Tasks: Manage tasks for the users of a specific asset. See Tasks.
Contacts: Manage external contacts that are involved in the daily operations of a specific asset. See Contacts.
Cashflow: Upload bank transactions manually and map them to a cashflow category for a specific asset. See Cashflow.
Documents: Manage documents related to a specific asset. See Documents.

Administration settings

Set basic parameters for your whole organization in the administration settings.

Note

Administration settings are only visible to and can be accessed by the organization owner or admins. See also Permissions.

Overview of the administration settings

View of the administration settings in mc Assetpilot

	Name	Details
1	Top bar with administration settings domains	Select different administration settings domains and carry out actions relevant to your whole organization. See Administrations settings domains.
2	Return to organization	Return to the platform view. See Platform view.
3	Content area	The content in this area changes depending on the domains you select in the top bar.

Administration settings domains

Actions in the administration settings affect your entire organization. Access them by selecting Manage [organization]. A new top bar with the administration settings domains will appear. Select Return to [organization] to exit the administration settings.

Administration settings domains are the following:

Financial models: Manage financial models that are the base for your forecasts. See Financial models .
Dashboard templates: Manage various dashboard templates. See Dashboard templates.
Categories: Manage all bank transaction categories. See Cashflow categories.
Bank integrations: Sync your banks to import transactions from all your bank accounts. Bank syncs.
VCOM sync: Sync with VCOM to access your PV data. See VCOM sync.
Users: Manage users of your organization on different organization levels. See Users.
Currencies: Manage primary and secondary currencies for different organization levels. See Currencies.

Tool bar