Overview
The Settings module is your central hub for configuring MSPortal.ai to match your organization’s needs. Access various configuration areas to manage users, companies, integrations, compliance settings, and more.Key Settings Areas
User Settings
Personal profile, preferences, and security settings
User Management
Manage team members, roles, and permissions
Company Management
Configure client companies and organizational settings
Integrations
Connect with PSA tools, Microsoft 365, and other services
Configuration Categories
Organization Settings
Tenant Configuration
- Organization branding and logo
- Default timezone and locale
- Business hours and holidays
- Contact information
Companies Management
- Add and manage client companies
- Configure company-specific settings
- Assign users to companies
- Set up company roles and permissions
User Management
- Create and manage user accounts
- Assign roles and permissions
- Configure access controls
- Manage user profiles
System Configuration
Compliance Settings
- Configure compliance checks and groups
- Set up compliance run schedules
- Define compliance frameworks
- Manage compliance requirements
Integration Settings
- PSA Integrations
- ConnectWise Manage
- Halo PSA
- Ticket synchronization settings
- Opportunity management
- Microsoft 365
- Tenant connection
- Secure Score monitoring
- Calendar synchronization
- Other Integrations
- API access configuration
- Webhook management
Billing & Subscription
- View subscription details
- Manage payment methods
- Usage tracking
- Invoice history
Module-Specific Settings
Survey Settings
- Survey templates
- Email configurations
- Response tracking settings
- NPS configuration
Planner Settings
- Task templates
- Default assignees
- Priority levels
- Custom fields
Ticket Settings
- Ticket templates
- Categories and types
- PSA synchronization rules
- Auto-assignment rules
Report Settings
- Report templates
- Scheduling options
- Export formats
- Distribution lists
Advanced Configuration
Roles & Permissions
- Create custom roles
- Define granular permissions
- Set module access
- Configure data visibility
Rules Engine
- Automation rules
- Workflow triggers
- Conditional actions
- Alert configurations
Status Lists
- Custom status options
- Workflow states
- Priority levels
- Category definitions
Import/Export
- Data migration tools
- Bulk import utilities
- Export configurations
- Backup management
Navigation
Access Settings from the main navigation sidebar or use these quick links:User Profile
/settings/userCompany Settings
/settings/companiesIntegrations
/settings/integrationsCompliance
/settings/complianceBilling
/settings/billingTemplates
/settings/templatesBest Practices
Initial Setup
Initial Setup
Start with tenant settings, then configure integrations, followed by user and company setup
Regular Maintenance
Regular Maintenance
Review settings monthly to ensure configurations remain optimal
Security
Security
Regularly audit user access and permissions to maintain security
Documentation
Documentation
Document custom configurations and workflows for team reference
Related Modules
- User Management - Detailed user configuration
- Company Management - Client company setup
- Compliance - Compliance framework configuration
- Integrations - Third-party service connections