Settings & Integrations

All settings are accessible from the Settings page in your dashboard. Some sections are restricted by plan tier or team role (owner/admin only).

Branding

Starter plan and above.

Customize how your onboarding forms look to clients:

• Business name — shown in emails and the form header.
• Logo — upload your logo (PNG or SVG, max 2MB). It appears on forms, emails, and the client portal.
• Brand color — used for buttons, progress bars, and interactive elements in the client form.
• Custom domain — serve your client portal from your own domain (Business plan).
• White-label — remove all Portico branding from client-facing pages (Business plan).

Team members

All plans, including Free.

Every plan includes unlimited team members at no extra cost.

• Invite — enter an email and select a role (Admin or Member). They receive an invite link.
• Roles — Owner has full access including billing. Admin can manage team and settings. Member can create and manage onboardings but can't change settings.
• Remove — remove a member from the team. Their assigned onboardings become unassigned.

Stripe (payments)

Starter plan and above.

Connect Stripe to collect payments from clients directly within onboarding forms.

Setup

1. Go to Settings > Connect Services.
2. Enter your Stripe Publishable Key and Secret Key. You'll find these in your Stripe Dashboard under Developers > API Keys.
3. Click Save.

Usage

Once connected, add a Payment field to any template. Configure:

• Amount — a fixed amount, or let the client enter their own.
• Currency — set per field.

Payments are processed at the time the client fills in the form. Payment status is visible in the onboarding's response view.

Twilio (SMS reminders)

Pro plan and above.

Send SMS reminders to clients in addition to email reminders.

Setup

1. Go to Settings > Connect Services.
2. Enter your Twilio Account SID, Auth Token, and From Phone Number. Find these in your Twilio Console.
3. Click Save.

Usage

Once connected, enable SMS reminders in Settings > Automations. SMS follows the same reminder schedule as email (e.g., 7 days, 3 days, 1 day before due date).

SMS limits depend on your plan: Pro includes 100 SMS/month, Business includes 500 SMS/month.

Webhooks

Starter plan and above.

Receive HTTP notifications when onboarding events happen — client submissions, completions, signatures, and payments. Configure your webhook URL in Settings > Connect Services.

See the Webhooks doc for event types, payload format, signature verification, and Zapier setup.

API

Pro plan and above.

Programmatic access to clients, onboardings, templates, and responses. Generate API keys in Settings > API & Webhooks.

See the API Reference for all endpoints, authentication, scopes, and rate limits.

Automations

Starter plan and above (features vary by tier).

Configure automated behaviors in Settings > Automations:

• Reminder schedule — choose when to send reminders before the due date. Default is 7 days, 3 days, and 1 day.
• SMS reminders — enable if Twilio is connected (Pro+).
• Data retention — automatically delete response data after a set number of days. Useful for compliance.

Client settings

Configure defaults for the client experience:

• Consent types — define what consent to collect before the form starts (GDPR, privacy policy, terms of service, or custom).
• Privacy policy URL and Terms URL — linked in the consent screen.
• Self-registration — allow clients to sign up for their own onboarding via a public link. Useful for high-volume businesses.
• Welcome message — default message shown on the welcome page of new onboardings.

Compliance

Pro plan and above.

Manage GDPR and data protection requirements:

• Data export — generate a full export of a client's data (Subject Access Request).
• Data erasure — permanently delete a client's response data (Right to be Forgotten). This is logged and irreversible.
• Audit log — download a complete activity log for any onboarding.
• Consent management — view and manage consent records across all clients.