Using the platform
Customisation
2 min
the customisation section allows you to tailor the portal to match your operational and organisational requirements this includes defining custom data fields, importing structured metadata, and applying branding where enabled customisation settings affect how information is displayed and organised within the portal they do not change behaviour or tariff configuration access to this section depends on your user role what you can customise the customisation menu includes custom field headings – define and manage user configurable data fields import custom data – upload structured data to populate custom fields at scale branding – apply visual branding elements where supported these tools help align the portal with your internal processes and customer structure when to use customisation this section is typically used when defining meaningful labels for custom data fields uploading asset identifiers or internal references aligning sim records with external systems applying organisational branding