Welcome to MSPortal.ai Documentation
Find task guides for MSP staff and company users. Start with your role and the company you are working with; available modules and actions depend on permissions and connected services.Quick Start Guide
Choose the setup steps for your role
Company Overview
Explore the centralized company dashboard
User Guides
Step-by-step guides for common tasks
Integrations
Connect your PSA and other services
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 supported PSA providers
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
Getting Help
Support
Contact our support team
Feature Documentation
Prepare and review compliance AI drafts