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title: Portal Settings | Makula Help Center
description: Makula Help Center
---

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# Portal Settings | Makula Help Center

### Portal Settings

Learn how to configure portal settings in Makula Field Service to control what information is shared with your customers.

 Written by George Newman 

December 23, 2025

### How do I access Portal Settings?

**Navigation:** Open your Field Service workspace, then select **Portals** from the sidebar. Click on a portal to open it, then go to the **Settings** tab.

### What settings are available?

The Settings tab has three sections:

- **Shared Assets:** Control which asset attributes are visible to customers
- **Shared Products:** Control which product attributes are visible to customers
- **Access Control:** Manage user permissions within the portal

**Shared Assets:** Control which asset attributes are visible to customers

**Shared Products:** Control which product attributes are visible to customers

**Access Control:** Manage user permissions within the portal

### How do I configure Shared Assets settings?

1. Go to the **Settings** tab in the portal.
2. In the **Shared Assets** section, check or uncheck the attributes you want to share:

     - QR Codes
     - Parts
     - Preventive Maintenance
     - Documentation
     - History
3. Click **Save Changes** to apply your selections.

Go to the **Settings** tab in the portal.

In the **Shared Assets** section, check or uncheck the attributes you want to share:

QR Codes

QR Codes

Parts

Parts

Preventive Maintenance

Preventive Maintenance

Documentation

Documentation

History

History

Click **Save Changes** to apply your selections.

Only the checked attributes will be visible to customers viewing their shared assets.

### How do I configure Shared Products settings?

1. Go to the **Settings** tab in the portal.
2. In the **Shared Products** section, check or uncheck the attributes you want to share:

     - Documentation
     - Parts
     - Procedures
3. Click **Save Changes** to apply your selections.

Go to the **Settings** tab in the portal.

In the **Shared Products** section, check or uncheck the attributes you want to share:

Documentation

Documentation

Parts

Parts

Procedures

Procedures

Click **Save Changes** to apply your selections.

### How do I configure Access Control settings?

1. Go to the **Settings** tab in the portal.
2. In the **Access Control** section, toggle **Enable inviting members** on or off.

Go to the **Settings** tab in the portal.

In the **Access Control** section, toggle **Enable inviting members** on or off.

When enabled, portal users will have the ability to add and remove users in the portal themselves.

### How do I preview the portal?

Click the **Preview Portal** button to see the portal as your customer would see it. This helps you verify that the correct information is being shared before your customers access it.

- <https://144351848.hs-sites-eu1.com/en/what-is-a-portal-makula-help-center?hsLang=en>
- <https://144351848.hs-sites-eu1.com/en/managing-portal-assets-makula-help-center?hsLang=en>
- <https://144351848.hs-sites-eu1.com/en/managing-portal-users-makula-help-center?hsLang=en>
- <https://144351848.hs-sites-eu1.com/en/portal-shared-drive-makula-help-center?hsLang=en>
- <https://144351848.hs-sites-eu1.com/en/accessing-a-shared-workspace-portal-makula-help-center?hsLang=en>

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