Welcome to MSPortal.ai Documentation
MSPortal.ai is a comprehensive platform designed to help Managed Service Providers streamline operations, improve client satisfaction, and drive business growth.Quick Start Guide
Get up and running with MSPortal.ai in minutes
Module Documentation
Explore detailed documentation for each module
User Guides
Step-by-step guides for common tasks
API Reference
Integrate with our RESTful APIs
Key Capabilities
Compliance Management
Track compliance across multiple frameworks
Client Satisfaction
Monitor NPS and satisfaction scores
Strategic Planning
Visual timeline for goals and projects
PSA Integration
Connect with ConnectWise and Halo
Microsoft 365
Monitor security scores and compliance
Reporting
Generate comprehensive client reports
Platform Modules
Overview & Planning
- Company Overview - Centralized dashboard
- Surveys - Client satisfaction tracking
- Goals - Strategic objectives
- Planner - Visual timeline management
- Budgets - Financial planning
Service Delivery
- Compliance - Framework management
- Ticketing - PSA integration
- Devices - Asset management
- Reporting - Analytics and reports
- Microsoft 365 - M365 security
Administration
- Settings - Platform configuration
- Integrations - External connections
- Admin Portal - System administration