What's a portfolio?

Understanding Portfolios, Organizations, and Workspaces

Before explaining portfolios, it helps to understand how ownership and access work in FieldDoc.

To use FieldDoc, you first need to create a user account with your professional email address. FieldDoc uses your email domain to match you with your employer’s organization account. If no matching organization exists, you may be prompted to create a new organization.

Once your account is set up, you can access FieldDoc. The organization you join determines what information you can see and manage because FieldDoc records are owned and managed at the organization level.

A basic organization subscription has one workspace. Users with standard accounts, or users who have been invited to collaborate with other organizations, may have access to more than one workspace.

So, what is a workspace?

A workspace is the environment where an organization manages its FieldDoc records, including activities, pacts, metrics, and related information. These records are organized within your portfolio.

If you belong to multiple organizations or have been invited to collaborate with another organization, you may be able to switch between workspaces to access the records associated with each one.