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Portal structure and domains
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Learn more about the basic structure of the portal and where to find certain information and settings.
Tool bar
Find the tool bar at the top of the screen in every view. Navigate to important locations and change basic settings for your account.
Tool bar in mc Assetpilot
Item | Name | Details |
|---|---|---|
1 |
| External link to this Help Center. |
2 |
| Change language settings. |
3 |
| Log 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
Platform view in mc Assetpilot
Item | 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.
|
2 | Top bar with asset domains | Select different domains and carry out actions relevant to the respective asset selected in the side bar. See Asset domains. |
3 | | ONLY OWNERS AND ADMINS On |
4 | 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 affect only an asset on a certain organizational level. Access them in the top bar of the platform view when you select a certain asset in the organization tree.
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 accesses by the organization owner or admins. See also Permissions.
Overview of the administration settings view
View of the administration settings in mc Assetpilot
Item | 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 | Back to platform | 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 on the Organization level >
Settings. A new top bar with the administration settings domains will appear. Select Back to platform 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 integrations.
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.