# MSPortal.ai Documentation

## Docs

- [Get portfolio summary](https://docs.msportal.ai/api-reference/analytics/get-portfolio-summary.md): Aggregated metrics across all companies for executive dashboards. Includes company health tiers, compliance rates, and breakdown by assigned role.
- [Get training analytics](https://docs.msportal.ai/api-reference/analytics/get-training-analytics.md): Retrieve training completion rates, trends, top performers, and courses needing attention. Includes 6-month completion trend and course breakdown by type.
- [Get user activity analytics](https://docs.msportal.ai/api-reference/analytics/get-user-activity-analytics.md): Track how users engage with the portal including login trends, activity by module, and activity by company role. Filter by company, user, role, or date range.
- [List company audit data](https://docs.msportal.ai/api-reference/analytics/list-company-audit-data.md): Retrieve company audit data with 70+ metrics per company including setup, compliance, meetings, goals, surveys, budget, users, and audit score. Filter by role type or assigned user to see specific portfolios.
- [Create automation rule](https://docs.msportal.ai/api-reference/automation-rules/create-automation-rule.md): Create a new automation rule. The rule will be inactive by default unless isActive is set to true.
- [Delete automation rule](https://docs.msportal.ai/api-reference/automation-rules/delete-automation-rule.md): Delete an automation rule by ID. This will also delete all associated executions.
- [Get automation rule](https://docs.msportal.ai/api-reference/automation-rules/get-automation-rule.md): Retrieve a single automation rule by ID, including full configuration.
- [List all rule executions](https://docs.msportal.ai/api-reference/automation-rules/list-all-rule-executions.md): Retrieve a paginated list of all automation rule executions across all rules.
- [List automation rules](https://docs.msportal.ai/api-reference/automation-rules/list-automation-rules.md): Retrieve a paginated list of automation rules. Supports filtering by active status, trigger type, and entity type.
- [List entity types](https://docs.msportal.ai/api-reference/automation-rules/list-entity-types.md): Retrieve all available entity types for automation rules.
- [List rule executions](https://docs.msportal.ai/api-reference/automation-rules/list-rule-executions.md): Retrieve a paginated list of executions for a specific automation rule.
- [List trigger types](https://docs.msportal.ai/api-reference/automation-rules/list-trigger-types.md): Retrieve all available trigger types for automation rules.
- [Toggle rule active status](https://docs.msportal.ai/api-reference/automation-rules/toggle-rule-active-status.md): Enable or disable an automation rule.
- [Update automation rule](https://docs.msportal.ai/api-reference/automation-rules/update-automation-rule.md): Update an existing automation rule. Only provided fields will be updated.
- [Create budget](https://docs.msportal.ai/api-reference/budgets/create-budget.md): Create a new budget for a company.
- [Create budget line item](https://docs.msportal.ai/api-reference/budgets/create-budget-line-item.md): Add a new line item to a budget. Can link to devices, planner items, or goals.
- [Delete budget](https://docs.msportal.ai/api-reference/budgets/delete-budget.md): Delete a budget and all its line items.
- [Delete budget line item](https://docs.msportal.ai/api-reference/budgets/delete-budget-line-item.md): Remove a line item from a budget.
- [Get budget](https://docs.msportal.ai/api-reference/budgets/get-budget.md): Retrieve a single budget by ID, including all line items with linked item details.
- [Get budget forecast](https://docs.msportal.ai/api-reference/budgets/get-budget-forecast.md): Retrieve budget forecast data for a company, including forecast rules, category totals, and calculated multi-year projections.
- [List budget categories](https://docs.msportal.ai/api-reference/budgets/list-budget-categories.md): Retrieve all available budget categories for categorizing line items.
- [List budget products](https://docs.msportal.ai/api-reference/budgets/list-budget-products.md): Retrieve a paginated list of products that can be used in budget line items.
- [List budgets](https://docs.msportal.ai/api-reference/budgets/list-budgets.md): Retrieve a paginated list of budgets. Supports filtering by company, fiscal year, status, and period type.
- [Update budget](https://docs.msportal.ai/api-reference/budgets/update-budget.md): Update an existing budget. Only provided fields will be updated.
- [Update budget line item](https://docs.msportal.ai/api-reference/budgets/update-budget-line-item.md): Update an existing line item. Only provided fields will be updated.
- [Create meeting](https://docs.msportal.ai/api-reference/calendar/create-meeting.md): Create a new meeting with optional participants. The meeting will be marked as created via API.
- [Get meeting](https://docs.msportal.ai/api-reference/calendar/get-meeting.md): Retrieve a single meeting by ID with participants and full details.
- [Get meeting type](https://docs.msportal.ai/api-reference/calendar/get-meeting-type.md): Retrieve a single meeting type by ID.
- [List meeting types](https://docs.msportal.ai/api-reference/calendar/list-meeting-types.md): Retrieve a paginated list of meeting types defined for the tenant.
- [List meetings](https://docs.msportal.ai/api-reference/calendar/list-meetings.md): Retrieve a paginated list of meetings. Supports various filters including company, event type, status, and date range.
- [Create company](https://docs.msportal.ai/api-reference/companies/create-company.md): Create a new company in your tenant.
- [Delete company](https://docs.msportal.ai/api-reference/companies/delete-company.md): Delete a company by ID.
- [Get company](https://docs.msportal.ai/api-reference/companies/get-company.md): Retrieve a single company by ID.
- [List companies](https://docs.msportal.ai/api-reference/companies/list-companies.md): Retrieve a paginated list of companies in your tenant.
- [Update company](https://docs.msportal.ai/api-reference/companies/update-company.md): Update an existing company.
- [Create company user](https://docs.msportal.ai/api-reference/company-users/create-company-user.md): Create a new company user (client portal contact). The user is created directly without sending an invitation email. The user will have 'imported' status (no auth account).
- [Get company user](https://docs.msportal.ai/api-reference/company-users/get-company-user.md): Retrieve a single company user by their ID.
- [List company users](https://docs.msportal.ai/api-reference/company-users/list-company-users.md): Retrieve a paginated list of company users (client portal contacts). Supports filtering by status, role, company, and search. **Note:** Pagination is enforced with a maximum of 50 items per page due to potentially large datasets.
- [Get assigned compliance check](https://docs.msportal.ai/api-reference/compliance/get-assigned-compliance-check.md): Retrieve a single assigned compliance check by ID.
- [Get compliance group](https://docs.msportal.ai/api-reference/compliance/get-compliance-group.md): Retrieve a single compliance group by ID, including the count of check templates in the group.
- [Get compliance run](https://docs.msportal.ai/api-reference/compliance/get-compliance-run.md): Retrieve a single compliance run with all its assigned checks.
- [Get compliance template](https://docs.msportal.ai/api-reference/compliance/get-compliance-template.md): Retrieve a single compliance template (check definition) by ID.
- [List assigned compliance checks](https://docs.msportal.ai/api-reference/compliance/list-assigned-compliance-checks.md): Retrieve a paginated list of assigned compliance checks with flexible filtering options.
- [List compliance groups](https://docs.msportal.ai/api-reference/compliance/list-compliance-groups.md): Retrieve a paginated list of compliance groups. Groups are organizational containers for check templates.
- [List compliance runs](https://docs.msportal.ai/api-reference/compliance/list-compliance-runs.md): Retrieve a paginated list of compliance runs. Filter by company using the companyId parameter.
- [List compliance templates](https://docs.msportal.ai/api-reference/compliance/list-compliance-templates.md): Retrieve a paginated list of compliance templates (check definitions). Templates are the base definitions that get assigned to runs. Filter by group, approval status, or check scope.
- [Update assigned compliance check](https://docs.msportal.ai/api-reference/compliance/update-assigned-compliance-check.md): Update an assigned compliance check. You can update the status, notes, priority, flagged state, and due date. When updating the status to a 'complete' status, the completedAt timestamp will be automatically set.
- [Create external dashboard](https://docs.msportal.ai/api-reference/dashboards/create-external-dashboard.md): Create a new external dashboard (iframe resource) in your tenant. The URL must use HTTPS. You can optionally assign roles to control who can view the dashboard.
- [Get company URLs for external dashboard](https://docs.msportal.ai/api-reference/dashboards/get-company-urls-for-external-dashboard.md): Retrieve the company-specific URL overrides for an external dashboard. When a company has a URL override, users from that company will see the override URL instead of the base URL.
- [Get external dashboard](https://docs.msportal.ai/api-reference/dashboards/get-external-dashboard.md): Retrieve a single external dashboard by ID, including company URL overrides.
- [List external dashboards](https://docs.msportal.ai/api-reference/dashboards/list-external-dashboards.md): Retrieve a paginated list of external dashboards (iframe resources) in your tenant. External dashboards are URLs that can be embedded in the portal, optionally with company-specific URL overrides.
- [List internal dashboards](https://docs.msportal.ai/api-reference/dashboards/list-internal-dashboards.md): Retrieve a paginated list of internal dashboards (built-in dashboard pages) in your tenant. Internal dashboards are the native dashboard pages configured within the portal.
- [Set company URLs for external dashboard](https://docs.msportal.ai/api-reference/dashboards/set-company-urls-for-external-dashboard.md): Set company-specific URL overrides for an external dashboard. This replaces all existing company URL assignments with the provided list. All URLs must use HTTPS. Companies must exist and belong to your tenant.
- [Get device](https://docs.msportal.ai/api-reference/devices/get-device.md): Retrieve a single device by ID with full details.
- [Get device type](https://docs.msportal.ai/api-reference/devices/get-device-type.md): Retrieve a single device type by ID with device count.
- [Get location](https://docs.msportal.ai/api-reference/devices/get-location.md): Retrieve a single location by ID with device count.
- [List device types](https://docs.msportal.ai/api-reference/devices/list-device-types.md): Retrieve a paginated list of device types defined for the tenant.
- [List devices](https://docs.msportal.ai/api-reference/devices/list-devices.md): Retrieve a paginated list of devices. Supports various filters including company, type, location, status, and manufacturer.
- [List locations](https://docs.msportal.ai/api-reference/devices/list-locations.md): Retrieve a paginated list of locations where devices are deployed.
- [Create goal](https://docs.msportal.ai/api-reference/goals/create-goal.md): Create a new goal. The goal will be associated with the specified company.
- [Delete goal](https://docs.msportal.ai/api-reference/goals/delete-goal.md): Delete a goal by ID. This will also delete all associated tasks and updates.
- [Get goal](https://docs.msportal.ai/api-reference/goals/get-goal.md): Retrieve a single goal by ID, including its tasks and updates.
- [List goal categories](https://docs.msportal.ai/api-reference/goals/list-goal-categories.md): Retrieve all available goal categories for the tenant.
- [List goal priority options](https://docs.msportal.ai/api-reference/goals/list-goal-priority-options.md): Retrieve all available goal priority options for the tenant.
- [List goal status options](https://docs.msportal.ai/api-reference/goals/list-goal-status-options.md): Retrieve all available goal status options for the tenant.
- [List goals](https://docs.msportal.ai/api-reference/goals/list-goals.md): Retrieve a paginated list of goals. Supports filtering by company, status, priority, category, and due date.
- [Update goal](https://docs.msportal.ai/api-reference/goals/update-goal.md): Update an existing goal. Only provided fields will be updated. Set a field to null to clear it (for optional fields).
- [Get NPS analytics](https://docs.msportal.ai/api-reference/nps-surveys/get-nps-analytics.md): Retrieve NPS analytics for a specific survey. Use `live=true` to calculate real-time analytics.
- [Get NPS survey](https://docs.msportal.ai/api-reference/nps-surveys/get-nps-survey.md): Retrieve a single NPS survey with aggregated statistics.
- [List NPS responses](https://docs.msportal.ai/api-reference/nps-surveys/list-nps-responses.md): Retrieve paginated NPS responses with optional filters.
- [List NPS surveys](https://docs.msportal.ai/api-reference/nps-surveys/list-nps-surveys.md): Retrieve a paginated list of NPS surveys.
- [Create planner item](https://docs.msportal.ai/api-reference/planner/create-planner-item.md): Create a new planner item. Can optionally be associated with a company and type.
- [Delete planner item](https://docs.msportal.ai/api-reference/planner/delete-planner-item.md): Delete a planner item by ID. This will also remove all linked item associations.
- [Get planner item](https://docs.msportal.ai/api-reference/planner/get-planner-item.md): Retrieve a single planner item by ID, including all linked items (goals, compliance, projects, etc.).
- [Get planner item type](https://docs.msportal.ai/api-reference/planner/get-planner-item-type.md): Retrieve a single planner item type by ID.
- [List planner item types](https://docs.msportal.ai/api-reference/planner/list-planner-item-types.md): Retrieve all available planner item types for the tenant.
- [List planner items](https://docs.msportal.ai/api-reference/planner/list-planner-items.md): Retrieve a paginated list of planner items. Supports filtering by company, type, status, business value, and date range.
- [Update planner item](https://docs.msportal.ai/api-reference/planner/update-planner-item.md): Update an existing planner item. Only provided fields will be updated. Set a field to null to clear it (for optional fields).
- [Create report](https://docs.msportal.ai/api-reference/reports/create-report.md): Create a new report for a company.
- [Delete report](https://docs.msportal.ai/api-reference/reports/delete-report.md): Delete a report.
- [Get report](https://docs.msportal.ai/api-reference/reports/get-report.md): Retrieve a single report by ID. Use includeStructure=true to include the full report content structure.
- [Get report schedule](https://docs.msportal.ai/api-reference/reports/get-report-schedule.md): Retrieve a single report schedule by ID.
- [Get report template](https://docs.msportal.ai/api-reference/reports/get-report-template.md): Retrieve a single report template by ID. Use includeStructure=true to include the full template structure.
- [List report schedules](https://docs.msportal.ai/api-reference/reports/list-report-schedules.md): Retrieve a paginated list of scheduled report jobs. Supports filtering by company and status.
- [List report templates](https://docs.msportal.ai/api-reference/reports/list-report-templates.md): Retrieve a paginated list of report templates. Supports filtering by report type and shared status.
- [List report types](https://docs.msportal.ai/api-reference/reports/list-report-types.md): Retrieve a paginated list of report types. Report types categorize reports (e.g., Monthly Review, QBR).
- [List reports](https://docs.msportal.ai/api-reference/reports/list-reports.md): Retrieve a paginated list of reports. Supports filtering by company, status, and report type.
- [Update report](https://docs.msportal.ai/api-reference/reports/update-report.md): Update an existing report. Only provided fields will be updated.
- [Get general survey](https://docs.msportal.ai/api-reference/surveys/get-general-survey.md): Retrieve a single general survey with all its questions.
- [Get survey statistics](https://docs.msportal.ai/api-reference/surveys/get-survey-statistics.md): Retrieve aggregated statistics for a specific survey including response rate and per-question metrics.
- [List general surveys](https://docs.msportal.ai/api-reference/surveys/list-general-surveys.md): Retrieve a paginated list of general surveys.
- [List survey responses](https://docs.msportal.ai/api-reference/surveys/list-survey-responses.md): Retrieve paginated responses for a specific survey, grouped by respondent.
- [Get ticket](https://docs.msportal.ai/api-reference/tickets/get-ticket.md): Retrieve a single ticket by ID with optional notes. The ID can be either the internal ticket ID or the PSA ticket number.
- [List tickets](https://docs.msportal.ai/api-reference/tickets/list-tickets.md): Retrieve a paginated list of tickets. Supports various filters including status, priority, company, and date ranges.
- [Bulk enroll users](https://docs.msportal.ai/api-reference/training/bulk-enroll-users.md): Enroll multiple users in a course at once. Users already enrolled will be skipped.
- [Create enrollment](https://docs.msportal.ai/api-reference/training/create-enrollment.md): Enroll a user in a training course.
- [Create training course](https://docs.msportal.ai/api-reference/training/create-training-course.md): Create a new training course.
- [Delete enrollment](https://docs.msportal.ai/api-reference/training/delete-enrollment.md): Delete an enrollment record.
- [Delete training course](https://docs.msportal.ai/api-reference/training/delete-training-course.md): Delete a training course (soft delete).
- [Get certificate](https://docs.msportal.ai/api-reference/training/get-certificate.md): Retrieve a single certificate by ID.
- [Get enrollment](https://docs.msportal.ai/api-reference/training/get-enrollment.md): Retrieve a single enrollment by ID.
- [Get training course](https://docs.msportal.ai/api-reference/training/get-training-course.md): Retrieve a single training course by ID.
- [List certificates](https://docs.msportal.ai/api-reference/training/list-certificates.md): Retrieve a paginated list of training certificates.
- [List enrollments](https://docs.msportal.ai/api-reference/training/list-enrollments.md): Retrieve a paginated list of training enrollments. Supports filtering by course, user, company, and status.
- [List training categories](https://docs.msportal.ai/api-reference/training/list-training-categories.md): Retrieve all available training categories.
- [List training courses](https://docs.msportal.ai/api-reference/training/list-training-courses.md): Retrieve a paginated list of training courses. Supports filtering by company, type, category, and mandatory status.
- [Update enrollment](https://docs.msportal.ai/api-reference/training/update-enrollment.md): Update enrollment progress, status, or score.
- [Update training course](https://docs.msportal.ai/api-reference/training/update-training-course.md): Update an existing training course. Only provided fields will be updated.
- [Create user](https://docs.msportal.ai/api-reference/users/create-user.md): Create a new tenant user (internal staff/team member). The user is created directly without sending an invitation email. The user will have 'pending' status until they set up their password.
- [Get user](https://docs.msportal.ai/api-reference/users/get-user.md): Retrieve a single tenant user by their ID.
- [List users](https://docs.msportal.ai/api-reference/users/list-users.md): Retrieve a paginated list of tenant users (internal staff/team members). Supports filtering by status, role, company, and search.
- [Release Notes](https://docs.msportal.ai/release-notes/index.md): Product updates, improvements, and upcoming features for MSPortal.ai
- [Roadmap](https://docs.msportal.ai/release-notes/roadmap.md): Upcoming features and improvements planned for MSPortal.ai
- [Backup](https://docs.msportal.ai/user-guides/backup/index.md): Monitor backup status and protection across all devices and Microsoft 365 services
- [Budgets](https://docs.msportal.ai/user-guides/budgets/index.md): Create, manage, and track IT budgets with strategic planning integration in MSPortal.ai
- [Calendar](https://docs.msportal.ai/user-guides/calendar/index.md): Schedule, manage, and coordinate meetings across your client companies
- [Meeting Summaries](https://docs.msportal.ai/user-guides/calendar/meeting-summaries.md): Generate and send AI-powered meeting summaries to clients
- [Meeting Pages](https://docs.msportal.ai/user-guides/calendar/meetings.md): Manage meeting details, attendees, notes, and build agendas for client meetings
- [Presenting Meetings](https://docs.msportal.ai/user-guides/calendar/presenting.md): Present meeting agendas professionally with a built-in presentation mode
- [Client Portal](https://docs.msportal.ai/user-guides/client-onboarding/client-portal.md): What your clients see and how they interact with their onboarding portal
- [Custom Dates and Countdowns](https://docs.msportal.ai/user-guides/client-onboarding/custom-dates.md): Track onboarding milestones with custom dates and show a live countdown timer at the top of the client portal
- [Client Onboarding](https://docs.msportal.ai/user-guides/client-onboarding/index.md): Guide new clients through structured onboarding workflows with branded portals, task tracking, and automated communication
- [Managing Portals](https://docs.msportal.ai/user-guides/client-onboarding/managing-portals.md): Launch onboarding portals for clients, track progress, manage tasks, and communicate with contacts
- [Quick Start](https://docs.msportal.ai/user-guides/client-onboarding/quick-start.md): Get your first client portal live in under 15 minutes
- [Onboarding Templates](https://docs.msportal.ai/user-guides/client-onboarding/templates.md): Build reusable onboarding blueprints with phases, tasks, documents, surveys, and automation hooks
- [Company Audit](https://docs.msportal.ai/user-guides/company-overview/audit.md): Comprehensive health check for all companies across every module
- [Company Overview](https://docs.msportal.ai/user-guides/company-overview/index.md): Monitor company health and performance metrics across all modules from a centralized dashboard
- [Adding CIS Benchmarks](https://docs.msportal.ai/user-guides/compliance/adding-cis-benchmarks.md): Learn how to add CIS (Center for Internet Security) benchmarks to your MSPortal tenant for compliance tracking
- [Compliance](https://docs.msportal.ai/user-guides/compliance/index.md): Track and manage compliance requirements across frameworks with hierarchical assessments
- [Liongard Compliance Metrics](https://docs.msportal.ai/user-guides/compliance/liongard-metrics.md): Map Liongard configuration audit metrics to compliance checks with custom rules and automated status updates
- [Dashboards](https://docs.msportal.ai/user-guides/dashboards/index.md): Create customizable analytics dashboards to monitor tickets, trends, and key metrics
- [Devices](https://docs.msportal.ai/user-guides/devices/index.md): Track and manage IT assets across your organization
- [Documentation](https://docs.msportal.ai/user-guides/documentation/index.md): Access IT documentation from Hudu and IT Glue directly within MSPortal
- [How Data Flows Through MSPortal](https://docs.msportal.ai/user-guides/getting-started/data-flow.md): The map of how integrations and assessments become goals, planner items, budgets, meetings, and reports.
- [Hiding Items from Client Users](https://docs.msportal.ai/user-guides/getting-started/hiding-items-from-clients.md): Mark planner items, goals, compliance items, onboarding tasks, custom fields, and dashboards as internal so company users cannot see them
- [How to Create a New User Role](https://docs.msportal.ai/user-guides/getting-started/how-to-create-a-new-user-role.md): Learn about how to create a new user role
- [User Guides](https://docs.msportal.ai/user-guides/getting-started/index.md): Step-by-step guides for using MSPortal.ai effectively
- [Keyboard Shortcuts](https://docs.msportal.ai/user-guides/getting-started/keyboard-shortcuts.md): Complete guide to keyboard shortcuts in MSPortal.ai
- [AI Settings](https://docs.msportal.ai/user-guides/getting-started/onboarding/ai-settings.md): Configure AI assistant context and support settings
- [Billing Configuration](https://docs.msportal.ai/user-guides/getting-started/onboarding/billing.md): Set up your subscription and payment method
- [Branding](https://docs.msportal.ai/user-guides/getting-started/onboarding/branding.md): Set the brand color, upload logos for light and dark mode, the small icon, the favicon, and the reporting logo.
- [Company M365 Setup](https://docs.msportal.ai/user-guides/getting-started/onboarding/company-m365.md): Connect Microsoft 365 for your client companies
- [Company Permission Groups](https://docs.msportal.ai/user-guides/getting-started/onboarding/company-permission-groups.md): Set up permission groups to control what company users can access
- [Company Roles](https://docs.msportal.ai/user-guides/getting-started/onboarding/company-roles.md): Define organizational job titles for client company users
- [Company Users](https://docs.msportal.ai/user-guides/getting-started/onboarding/company-users.md): Import and manage users for your client companies
- [Device Import](https://docs.msportal.ai/user-guides/getting-started/onboarding/device-import.md): Review and import devices from your RMM
- [Email Domain](https://docs.msportal.ai/user-guides/getting-started/onboarding/email-domain.md): Configure your email domain for sending notifications
- [Onboarding & Setup Playbook](https://docs.msportal.ai/user-guides/getting-started/onboarding/index.md): How to get a new MSPortal tenant from empty to first QBR.
- [Integration Selection](https://docs.msportal.ai/user-guides/getting-started/onboarding/integration-selection.md): Choose which integrations you need for your MSP
- [PSA Integration](https://docs.msportal.ai/user-guides/getting-started/onboarding/psa-setup.md): Connect your PSA to sync companies, tickets, and contacts
- [RMM Integration](https://docs.msportal.ai/user-guides/getting-started/onboarding/rmm-setup.md): Connect your RMM to sync devices and monitoring data
- [Tenant Details](https://docs.msportal.ai/user-guides/getting-started/onboarding/tenant-details.md): Set up your company address, timezone, and basic information
- [Tenant Roles](https://docs.msportal.ai/user-guides/getting-started/onboarding/tenant-roles.md): Configure roles and permissions for your team members
- [Ticket Settings](https://docs.msportal.ai/user-guides/getting-started/onboarding/ticket-settings.md): Configure ticket sync settings and status mappings
- [Training Setup](https://docs.msportal.ai/user-guides/getting-started/onboarding/training.md): Configure training courses and enrollment settings
- [Quick Start](https://docs.msportal.ai/user-guides/getting-started/quick-start.md): Sign in, find your way around, and run the wizard.
- [Universal Search](https://docs.msportal.ai/user-guides/getting-started/universal-search.md): Find anything in MSPortal instantly with the Cmd+K command palette
- [Goals & Objectives](https://docs.msportal.ai/user-guides/goals/index.md): Set, track, and achieve organizational objectives with strategic goal management in MSPortal.ai
- [Clear and Resync Integrations](https://docs.msportal.ai/user-guides/integrations/clear-and-resync-integrations.md): Learn about clear and resync integrations
- [Resync ConnectWise PSA Settings](https://docs.msportal.ai/user-guides/integrations/connectwise-resync-psa-settings.md): Learn about resync connectwise psa settings
- [Configure Acronis Cyber Protect Integration](https://docs.msportal.ai/user-guides/integrations/enable-acronis-integration.md): Connect your Acronis Cyber Protect Cloud instance to MSPortal.ai to sync backup status, alerts, and protection data
- [Configure Addigy Integration](https://docs.msportal.ai/user-guides/integrations/enable-addigy-integration.md): Connect your Addigy instance to MSPortal.ai to sync policies and Apple devices
- [Configure Autotask PSA Integration](https://docs.msportal.ai/user-guides/integrations/enable-autotask-integration.md): Connect your Autotask PSA instance to MSPortal.ai using the step-by-step setup wizard
- [Enable ConnectWise Asio Integration](https://docs.msportal.ai/user-guides/integrations/enable-connectwise-asio-integration.md): Step-by-step guide to set up ConnectWise Asio (RMM) integration with MSPortal for device monitoring and management
- [Configure ConnectWise Manage Integration](https://docs.msportal.ai/user-guides/integrations/enable-connectwise-integration.md): Connect your ConnectWise Manage instance to MSPortal.ai using the step-by-step setup wizard
- [Configure Cork Integration](https://docs.msportal.ai/user-guides/integrations/enable-cork-integration.md): Connect your Cork security platform to MSPortal.ai to sync compliance events, vulnerabilities, and endpoints
- [Configure Cove Backup Integration](https://docs.msportal.ai/user-guides/integrations/enable-cove-backup-integration.md): Connect your Cove (N-able Backup) instance to MSPortal.ai to sync backup data and devices
- [Configure Datto RMM Integration](https://docs.msportal.ai/user-guides/integrations/enable-datto-rmm-integration.md): Connect your Datto RMM instance to MSPortal.ai to sync sites and devices
- [Configure Halo PSA Integration](https://docs.msportal.ai/user-guides/integrations/enable-halo-integration.md): Connect your Halo PSA instance to MSPortal.ai using the step-by-step setup wizard
- [Configure Hudu Integration](https://docs.msportal.ai/user-guides/integrations/enable-hudu-integration.md): Connect your Hudu instance to MSPortal.ai to sync documentation, assets, passwords, and procedures
- [Configure IT Glue Integration](https://docs.msportal.ai/user-guides/integrations/enable-itglue-integration.md): Connect your IT Glue instance to MSPortal.ai to sync documentation, flexible assets, passwords, and checklists
- [Configure Liongard Integration](https://docs.msportal.ai/user-guides/integrations/enable-liongard-integration.md): Connect your Liongard instance to MSPortal.ai to sync configuration audits, metrics, and detections for compliance reporting
- [Configure NinjaOne Integration](https://docs.msportal.ai/user-guides/integrations/enable-ninjaone-integration.md): Connect your NinjaOne (NinjaRMM) instance to MSPortal.ai to sync organizations, locations, and devices
- [Configure Syncro Integration](https://docs.msportal.ai/user-guides/integrations/enable-syncro-integration.md): Connect your Syncro instance to MSPortal.ai using the step-by-step setup wizard
- [Integrations FAQ](https://docs.msportal.ai/user-guides/integrations/faq.md): Common questions and troubleshooting for MSPortal.ai integrations
- [Create Custom Halo PSA Role and API User](https://docs.msportal.ai/user-guides/integrations/halo-psa-custom-role-and-user.md): Set up a dedicated MSPortal role and API-only agent in Halo PSA for secure integration
- [Import Companies](https://docs.msportal.ai/user-guides/integrations/import-companies.md): Learn how to import companies from your PSA integration into MSPortal.ai
- [Import Devices](https://docs.msportal.ai/user-guides/integrations/import-devices.md): Import and manage devices from your RMM and PSA integrations with device type mappings, auto-sync, and category ignore
- [Import Users](https://docs.msportal.ai/user-guides/integrations/import-users.md): Learn how to import users from your integrations into MSPortal.ai
- [Integrations Module](https://docs.msportal.ai/user-guides/integrations/index.md): Connect MSPortal.ai with third-party services and applications
- [Sync IT Glue Document Folders](https://docs.msportal.ai/user-guides/integrations/itglue-sync-folders.md): Import your IT Glue document folder structure into MSPortal so documents inside folders sync automatically
- [Invoices](https://docs.msportal.ai/user-guides/invoices/index.md): View and manage invoices synced from your PSA integration
- [Licensing](https://docs.msportal.ai/user-guides/licensing/index.md): Manage software subscriptions, approval workflows, and client self-service through Pax8
- [Set Up Pax8 Integration](https://docs.msportal.ai/user-guides/licensing/setup.md): Connect your Pax8 distributor account to MSPortal.ai to manage licensing and subscriptions
- [Connecting Companies to Microsoft 365](https://docs.msportal.ai/user-guides/microsoft-365/connecting-companies.md): Sign in with Microsoft for each of your client companies to enable user sync, license management, and security monitoring.
- [M365 Domains](https://docs.msportal.ai/user-guides/microsoft-365/domains.md): View and manage verified domains across your Microsoft 365 tenants
- [Microsoft 365 Secure Score](https://docs.msportal.ai/user-guides/microsoft-365/index.md): Monitor and improve your Microsoft 365 security posture with actionable recommendations
- [M365 Licenses](https://docs.msportal.ai/user-guides/microsoft-365/licenses.md): Monitor Microsoft 365 license usage, assignments, and utilization across your organization
- [Client Health](https://docs.msportal.ai/user-guides/msp-tools/client-health.md): Monitor customer success with health scores across 8 dimensions, risk classification, and trend tracking
- [Financial Reporting](https://docs.msportal.ai/user-guides/msp-tools/financial-reporting.md): Analyze revenue classification, profitability metrics, and financial grading across your client portfolio
- [MSP Tools](https://docs.msportal.ai/user-guides/msp-tools/index.md): Monitor client health, track tool deployments, and analyze financial performance across your managed services portfolio
- [Tool Stack](https://docs.msportal.ai/user-guides/msp-tools/tool-stack.md): Track tool deployments across your client base with a compliance matrix and automatic planner integration
- [Notifications](https://docs.msportal.ai/user-guides/notifications/index.md): View system notifications and manage pending approvals in MSPortal.ai
- [Planner](https://docs.msportal.ai/user-guides/planner/index.md): Organize tasks, projects, and strategic initiatives with timeline-based planning tools
- [Playbooks](https://docs.msportal.ai/user-guides/playbooks/index.md): Apply standardized compliance templates to quickly implement security frameworks and regulations
- [Projects](https://docs.msportal.ai/user-guides/projects/index.md): Track and manage your PSA projects with enhanced visibility, kanban boards, and collaboration tools
- [Quotes](https://docs.msportal.ai/user-guides/quotes/index.md): View and manage your Quoter quotes directly inside MSPortal.ai
- [Set Up Quoter Integration](https://docs.msportal.ai/user-guides/quotes/setup.md): Connect your Quoter account to MSPortal.ai to sync quotes and proposals
- [Reporting](https://docs.msportal.ai/user-guides/reporting/index.md): Build and share professional reports with drag-and-drop blocks
- [Adding Security Items to Planner](https://docs.msportal.ai/user-guides/security/add-to-planner.md): Convert compliance events, vulnerabilities, and endpoints into actionable planner items
- [Security Module](https://docs.msportal.ai/user-guides/security/index.md): Monitor compliance events, vulnerabilities, and endpoints from your Cork integration
- [Bundling Expirations](https://docs.msportal.ai/user-guides/settings/automation/bundling.md): Combine multiple matching records into a single ticket or planner item, grouped by month or quarter.
- [Example Automation Rules](https://docs.msportal.ai/user-guides/settings/automation/examples.md): Real-world automation recipes: warranty alerts, meeting agendas, ticket surveys, stale tasks, and more.
- [Automation Rules](https://docs.msportal.ai/user-guides/settings/automation/index.md): Automate routine work across devices, companies, meetings, tickets, and more with triggers, conditions, and actions.
- [Rule Wizard Walkthrough](https://docs.msportal.ai/user-guides/settings/automation/wizard.md): Every option in the automation rule wizard, from basic info through review and test.
- [Billing Settings](https://docs.msportal.ai/user-guides/settings/billing.md): Manage subscriptions, payment methods, and invoices
- [Companies Settings](https://docs.msportal.ai/user-guides/settings/companies.md): Manage client companies, users, roles, and permission groups
- [Compliance Settings](https://docs.msportal.ai/user-guides/settings/compliance.md): Build your compliance check library, organize it with folders and groups, and schedule runs
- [Email Settings](https://docs.msportal.ai/user-guides/settings/email.md): Configure custom sending domains and email templates to personalize your organization's communications
- [External Resources Settings](https://docs.msportal.ai/user-guides/settings/external.md): Manage external documentation links and resources for your organization
- [Financial Reporting Settings](https://docs.msportal.ai/user-guides/settings/financial-reporting.md): Configure revenue categories and the reporting model for financial profitability analysis
- [Import/Export Settings](https://docs.msportal.ai/user-guides/settings/import-export.md): Bulk import and export data using CSV files
- [Settings](https://docs.msportal.ai/user-guides/settings/index.md): Configure MSPortal.ai to match your organization's needs with comprehensive settings for users, companies, integrations, and more
- [Integrations Settings](https://docs.msportal.ai/user-guides/settings/integrations.md): Connect PSA systems and third-party services to MSPortal.ai
- [Liongard Documentation Visibility](https://docs.msportal.ai/user-guides/settings/liongard-visibility.md): Control which Liongard inspector types and individual systems are visible on the Documentation page, per role and company
- [Onboarding Settings](https://docs.msportal.ai/user-guides/settings/onboarding.md): Configure templates, checklists, and portal settings for client onboarding
- [Playbooks Settings](https://docs.msportal.ai/user-guides/settings/playbooks.md): Manage CIS security benchmarks and compliance playbooks
- [Project Settings](https://docs.msportal.ai/user-guides/settings/projects.md): Configure project display options, status mappings, and feature visibility
- [Health Score Configuration](https://docs.msportal.ai/user-guides/settings/scoring.md): Choose which dimensions are included in the customer success health score
- [Templates Settings](https://docs.msportal.ai/user-guides/settings/templates.md): Create and manage note templates for meetings, planner items, and more
- [Tenant Settings](https://docs.msportal.ai/user-guides/settings/tenant.md): Configure organization-wide settings, custom domains, and branding
- [Ticket Settings](https://docs.msportal.ai/user-guides/settings/tickets.md): Configure ticket delivery methods, display groups, and allowed statuses for your PSA integration
- [Tool Stack Settings](https://docs.msportal.ai/user-guides/settings/tool-stack.md): Define your recommended technology stack and track tool deployment across client companies
- [Training Settings](https://docs.msportal.ai/user-guides/settings/training.md): Manage courses, categories, and learning content for your organization
- [Users & Roles](https://docs.msportal.ai/user-guides/settings/users-roles.md): Manage team members and create custom roles with granular permissions
- [Surveys](https://docs.msportal.ai/user-guides/surveys/index.md): Create and send NPS and custom surveys, organize recipients into groups, and analyze feedback with AI-powered insights
- [How to Create a Ticket Template](https://docs.msportal.ai/user-guides/ticketing/how-to-create-a-ticket-template.md): Learn how to create, customize, and manage ticket templates with company branches and import/export
- [Tickets](https://docs.msportal.ai/user-guides/ticketing/index.md): Create, view, and manage support tickets with AI assistance and customizable templates
- [Create a Ticket with AI Assistance](https://docs.msportal.ai/user-guides/ticketing/open-a-ticket-with-ai.md): Learn about create a ticket with ai assistance
- [How to Enable Training](https://docs.msportal.ai/user-guides/training/enabling-training.md): Learn how to enable Premium training for companies and manage courses
- [Training Module](https://docs.msportal.ai/user-guides/training/index.md): Comprehensive training and learning management system for your organization
- [Learning Paths](https://docs.msportal.ai/user-guides/training/learning-paths.md): Create and manage structured training programs with Learning Paths

## OpenAPI Specs

- [openapi](https://docs.msportal.ai/openapi.json)

## Optional

- [MSPortal.ai](https://msportal.ai)
- [Support](mailto:support@msportal.ai)
- [Status](https://status.msportal.ai)