Release Notes - MSPortal.ai Documentation

May 15, 2026

Ticket Trends: Executive-First AI Analysis

The AI analysis page on Ticket Trends has been redesigned around the way a senior consultant would brief you on a client. Instead of one long vertical stream where every section has the same weight, the page now reads top-to-bottom as “here is what changed, here is why it matters, here is what to do, here is the evidence if you want to verify.” New at the top of the report:

Executive Summary: A three-paragraph narrative that opens with what happened in the period, calls out the primary concern, and ends with a recommended focus. Scope chips on the right show exactly which date range, companies, and categories the analysis covers.
Key Metrics Row: Four status-coded cards (Volume, Resolution, Backlog, Recurring Issues) that turn critical, warning, healthy, or info based on how each metric is trending. You can see at a glance whether the period is on track or needs intervention without reading a single chart.
Recommended Actions: A numbered list of actions the AI is recommending right now. Each action carries an impact rating, an effort estimate, a suggested owner, the reason it is being recommended, and the suggested next step. Every recommendation is tied to a specific signal in the data, not generic advice.
Top Risks and Opportunities: A two-column split showing the highest-severity risks alongside the most promising opportunities, each with a one-line headline and the evidence behind it.
Per-Client Talking Points: A read-aloud paragraph per affected company, written so an Account Manager can paste it straight into a QBR or client check-in. Each card calls out the primary issue and the client’s current status.
Report Confidence: Pinned at the bottom, this trust signal shows the AI’s confidence in the analysis, the data completeness percentage, and any known gaps so you know how much weight to give the conclusions.

Evidence sections, now collapsible. The detailed tables that used to live in the middle of the report (Identified Trends, Company Patterns, Category Breakdown, Weekly and Company and Category metric tables) are still there, but collapsed by default and grouped into a clearly labeled “Evidence” section. Open the ones you want to dig into; leave the rest closed. Your open/closed state is remembered between visits. Why it matters. The previous layout asked the reader to do the synthesis. The new layout does the synthesis for you and keeps the evidence one click away. Re-run an analysis to see the new executive layer. Documentation: Ticket Trends

Budgets: Excel Export

Budgets now export to Excel in addition to PDF. The view-page action menu and the budget editor’s header both show a dropdown with “Export PDF” and “Export Excel”.

Single-sheet, fully formatted workbook: Branded title row, formatted currency columns, items grouped by category with a subtotal per category, a grand-total row, and an optional notes block at the bottom.
Tenant-branded automatically: Header rows, banners, grand-total fill, and accent text colors all pull from your tenant’s primary brand color, so the workbook matches the rest of MSPortal. Foreground text on the brand fill is picked automatically for readability whether your brand is light or dark.
Drop-in for finance teams: The .xlsx is editable, so finance can pivot, re-sort, or paste the data straight into a master spreadsheet without retyping anything from a PDF.

Documentation: Budgets

Coming Soon (Next 2 Weeks)

Two features are wrapping up validation and will roll out tenant-by-tenant over the two weeks following this release. Both are gated behind tenant-level feature flags so you’ll see them appear when we flip your tenant on.

Microsoft Teams App — Ship MSPortal as a per-tenant branded Microsoft Teams app for your clients. Your tenant gets its own manifest with your name, your logo, your accent color, and your vanity domain; you sideload the generated .zip or publish it through your tenant’s Teams app catalog. End users sign in through their existing Microsoft 365 account and land directly on the home tab without a second login. Built on the standard Microsoft Teams app SDK with OAuth handoff, embedded tabs, and per-tenant manifest versioning.
CSAT Surveys — Customer satisfaction campaigns driven straight off PSA ticket close events. Thumbs-up/thumbs-down or 1-5 ratings, signature-embed widgets your techs can drop into their reply email signatures, a public widget for your portal or marketing site, and dashboard reporting that ties scores back to specific techs, queues, and clients. Powered by the same campaign engine as NPS surveys.

If you want early access to either feature before the broader rollout, reach out to support and we’ll enable the flag for your tenant.

May 8, 2026

Embedded Ticket Templates

Ticket templates can now embed another template inside a field, so a single parent intake form can branch into a fully separate child workflow without copy-pasting questions or managing two unrelated templates. How it works. Add a field of the new “Embedded Template” type, pick the child template, and use the existing conditional logic to control when it appears (for example, “Do you need a new computer? = Yes”). When the condition is true, the child template’s questions render inline as a sub-card on the new-ticket page. Each template fires its own ticket. On submit, the parent ticket is created using its own board, priority, status, and PSA routing. Each visible child template fires a separate ticket using its own routing, with a “Related to ticket #N” reference back to the parent so support staff can navigate between them. If the parent fails, no children are created. If a child fails, the parent still succeeds and the failure is reported per-child so you know exactly which one to retry. Safe by design. Embeds are capped at one level deep, so an embedded template cannot itself contain embedded templates. JSON export and import of templates handles embedded references cleanly across tenants. Documentation: How to create a ticket template

Compliance Schedules: Targeting and Cadence Rebuild

Settings, Compliance, Schedule has a brand-new “Create Schedule” experience built for the way compliance work actually runs. Reviews span days or weeks, never a single day, so the schedule form now matches that reality.

Pick exactly which companies are in scope: Choose All companies, a hand-picked list of specific companies, one or more company groups (the same groups managed under Settings, Companies), or by industry (sourced from the industry tag on each company so you only see industries with real companies behind them)
Frequency in plain language: The cron expression dropdown is gone. Pick Weekly, Semi-monthly, Monthly, Quarterly, Semi-annual, Annual, or One-time, and the dialog shows the exact day controls that matter for that cadence (day of week, day of month, two days a month, starting month, and so on, including a “Last day of month” option)
No more daily default, no more timezone field: Compliance reviews don’t run daily, so daily was removed from the picker. The timezone field is gone too: schedules describe a cadence, not a wall-clock fire time
Live preview: A summary chip in the dialog shows exactly what the schedule will read like before you save (for example, “Quarterly (Jan/Apr/Jul/Oct, 1st)”)
At-a-glance schedule list: The list view now has a Targets column that shows scope plus the actual company, group, or industry names, so admins can scan their schedules without opening each one

Documentation: Compliance settings

Compliance Check Management Upgrades

Settings, Compliance, Checks gained the filtering, bulk actions, and at-a-glance status cues that the table view used to have, plus faster multi-select for tenants with hundreds of checks.

New Filters popover: Filter the sidebar by approval status, priority, criticality, frequency, status list, or compliance type. Active-filter chips appear under the search box, the popover trigger shows a count badge, and matching folders auto-expand so you can see what survives the filter without manually walking the tree
Approval-status dots on every row: Non-approved checks show a small colored dot next to their name (amber for pending, red for rejected, slate for draft) so admins can spot checks that still need review without opening each one
Shift-click range selection: Hold Shift and click a check to select every check between an anchor and the click in render order. Honors collapsed folders, the search filter, and the uncategorized toggle, so the selection only includes what is actually visible
Bulk Approve and Bulk Delete: The multi-select pill now has both Approve and Delete actions behind a confirmation, so admins can prune or batch-approve a whole folder of checks in one pass instead of one at a time. Cmd/Ctrl-click toggling and drag-to-folder bulk move continue to work the same way

Per-Company-Type Ticketing Defaults

Settings, Tickets, Companies tab now lets you set PSA routing defaults once per company type instead of per company.

New “Manage type mappings” header button: Opens a modal where you set the same board, priority, status, type, and Halo fields per company type, with a per-row “Apply to all companies of this type” action that wipes company-level overrides for the fields the type defines
Auto-resolution per cell: Each PSA routing cell now displays “Auto: [type-default-label]” in italics when the company has no override but a single matching type has a default, so the inherited value is visible without clicking through
Ambiguity is surfaced, not hidden: Companies that belong to multiple types with conflicting defaults show a yellow “Multiple types, set value” indicator that forces the admin to pick a company-level override, instead of silently picking one
New Types column with multi-select filter: Every type a company belongs to is shown as a badge; manual types render filled and PSA-synced types render outlined; the column filters by any selected type
Manual-over-PSA tiebreaker: When both a manual type and a PSA-synced type provide a default for the same field, the manual type wins

Documentation: Ticketing defaults

Standards (Renamed from Tool Stack)

Tool Stack is now Standards, with a new category-level “Require one of group” option for cases where any one item in the group satisfies the requirement.

Renamed everywhere: The MSP Tools sidebar entry, the page itself, and the settings page now live at /standards and /settings/standards. Old /tool-stack and /settings/tool-stack URLs continue to work and redirect, so existing bookmarks and shared links keep functioning.
New “Require one of group” toggle: Open a category in Settings, Standards and flip the new toggle in the category popover. The category now counts as a single required check satisfied when any item is deployed, so a “Backup” group with Datto, Cove, and Veeam scores 1/1 once any one of them is deployed instead of penalizing the company for the other two.
Per-item indicators stay consistent: Turning the toggle on automatically marks every item in the category optional and disables the per-item Required switch, replacing it with a “Group” pill so the row never displays a “Required” indicator that contradicts the group rule. New items added to a one-of category default to optional.
Compliance matrix and Client Health stay in sync: The matrix shows a “1 of N” badge on the category header and stops rendering the optional asterisk on each cell. Client Health’s Tool Stack dimension treats one-of categories as one required check rather than counting each item individually, so the score reflects what the admin actually configured.
Why it matters: Previously, the only way to handle “any one of these tools is fine” was to mark every item optional, which left the company stuck at 0 of N required for the category and forced admins to choose between an inaccurate score and a misleading “X/X optional” indicator. The new toggle makes the rule explicit.

Documentation: Standards

Block Auto-Import After Deleting a Company

Deleting a company in MSPortal now blocks the next PSA sync from auto-importing it again, mirroring the existing contact behavior.

Automatic on delete: Every linked PSA company is automatically marked as blocked before the company is removed, so PSA syncs (ConnectWise, Halo, Autotask, Syncro, ConnectWise Asio) skip the row going forward
New Blocked Companies dialog: A “Blocked Companies” header button on Settings, Companies opens a list of every previously-deleted company that is currently blocked, with one-click unblock to restore auto-import on the next sync
No more zombie companies: Removes the long-standing surprise where a company you intentionally deleted re-appeared the morning after the next PSA sync ran

Documentation: Companies

Budget Forecast Now Pulls Real Numbers from Planner

The “Sync from planner” button on Budgets, Forecast now populates the forecast table from your planner items, and recurring items project correctly through the years ahead.

Monthly costs annualize correctly: A planner item priced at $200 per month shows as $2,400 in each forecast year. Annual recurring items contribute their value once per year. One-time costs appear only in the year they are scheduled.
Recurring items project across the whole forecast horizon: A subscription that started in 2025 appears in 2026, 2027, and 2028 if those years are in your forecast window.
Mixed cost lines work end-to-end: A planner item with both a one-time setup fee and a monthly recurring cost (for example, $5,000 setup + $200/month) contributes both lines correctly. The setup lands in the year of the due date, and the monthly line annualizes and repeats through the forecast.

Microsoft 365 License Groups

A new License Groups tab on M365, Licenses groups users by the exact set of license SKUs they hold and shows a User Count per combination, so you can answer questions like “how many users have Power Apps + Logic Flows + Fabric Free?” at a glance.

Per-group drill-down: Each row’s View Users button opens a side sheet listing every user with that exact license set, including name, email, company, and disabled state
CSV export of the drill-down: The side sheet’s Export button paginates through every user in the group and downloads a CSV with name, UPN, email, company, status, and license group, capped at 10,000 users to keep exports safe
Free and trial filter carries through: The existing Free/Trial toggle from the All Licenses tab also applies to License Groups, so trial-only SKUs do not fragment the grouping
Company selector aware: Counts respect the company filter, so a single-company view shows only that client’s SKU combinations

Documentation: M365 Licenses

Compliance Group Memberships Round-Trip Through CSV

Compliance check CSV exports now include a Compliance Groups column listing every group each check belongs to, and the importer reads it back when you re-upload. Edit the spreadsheet, add groups by name (separated by semicolons), and re-upload — MSPortal looks up each group, auto-creates any that don’t exist yet with the same compliance type as the check, and adds or removes memberships to match. Leaving the column empty on a row leaves that check’s existing memberships untouched, so partial spreadsheets never wipe data unintentionally.

Add to Budget Preserves Recurrence

The “Add to budget” button on the planner sidebar inside the budget editor now keeps the planner item’s recurrence (Monthly, Annual, or One-Time) instead of always defaulting to One-Time. A $200/month subscription on the planner page becomes a Monthly line item with an annualized cost of $2,400 in the budget, exactly as you would expect. Items with multiple cost lines (one-time plus recurring) create one budget line per cost, each labeled with its recurrence. Documentation: Budgets

Run Compliance Checks: Clearer Scope and Approved-Only Notice

The Run Compliance Checks dialog now shows an info banner at the top reminding you that “Only checks with status Approved will be generated. Pending or rejected checks are skipped, even when they belong to a selected template or group.” If you pick a template whose checks are all still in pending review, you’ll know up front why the run produces zero assignments rather than wondering after the fact.

Improvements

New budgets default to the company’s currency: Creating a new budget for a Canadian client opens pre-set to CAD, a UK client to GBP, a German client to EUR, resolved from the selected company’s country (with the tenant’s country as a fallback) instead of always starting at USD
AI narrative reports use the company’s currency: AI-generated narrative reports render every monetary value in the report subject’s currency, so a report on a Canadian client shows CAD, a UK client GBP, and a German client EUR; applies to manual generation, scheduled reports, and retries
Contact Type column on Settings, Users: The Company Users tab now shows a Contact Type column populated from each user’s contact type in your linked PSA (ConnectWise, Autotask, Halo, etc.), with a multiselect filter and the ability to bulk-update the permissions group on every user matching the filter in one pass
Ticket Trends label resolution: Category Breakdown and Company Patterns no longer collapse every ConnectWise ticket onto a single “Uncategorized” bucket; CW tickets now surface under their type, sub-type, or item label correctly
M365 pages respect company impersonation: When you impersonate a company user, the Microsoft 365 licenses, users, domains, and secure score pages now scope the Company filter to that user’s company, matching what they would see when signed in directly
Template branches show accurate company counts: Branch rows on Settings, Tickets, Templates now show the real count of enabled companies. Tenants with many companies and templates were previously seeing every branch reported as “X of X” instead of the actual configured count
Compliance check status changes work for default statuses: Changing a check’s status in the compliance check dialog now works correctly for tenants whose checks use the built-in default statuses, not just custom configured statuses
Compliance bulk “Set Status” uses your real statuses: The bulk-action menu’s Set Status submenu (visible when checks are selected on the Compliance page) now lists every status configured for your tenant instead of a hardcoded “Not Started / In Progress / Completed / Failed” list, and applying a status correctly updates the row’s color, completion flag, and positive/negative state
Run Compliance Checks creates assignments reliably: An issue that could cause a compliance run to complete without producing the expected assignments has been resolved end to end, and any runs that were stuck have been reprocessed
Run Compliance Checks works with only locations or devices selected: Running compliance checks against a specific list of locations or devices (without picking any companies explicitly) now works correctly; the affected companies are inferred from the selected locations and devices automatically
Compliance Metrics page loads for compliance-only users: Settings, Compliance, Metrics now opens for users who have compliance access but not the broader integrations permission, matching how every other page in the Compliance section behaves
Compliance page shows every check after a refresh: Switching companies, toggling the run filter, or applying a bulk action on the Compliance page no longer caps the visible tree at the first batch of checks. Tenants with large check sets see the full set every time
AI report editor opens existing narrative reports: Editing an AI-generated narrative report no longer fails with a server error. Reports created with earlier versions of the AI prompt now load and edit cleanly without needing to be re-generated from scratch
Autotask company sync imports the MSP’s own house account: The Autotask company sync now also imports the MSP’s internal “house” company, so MSPs can map themselves on Settings, Integrations, Companies for internal time tracking
Revenue Categories page loads on Autotask tenants: The Per-Contract Overrides table on Settings, Revenue Categories now opens correctly for Autotask-connected tenants
Last login date: Fixed the last login date showing incorrectly for new users

May 1, 2026

Customer Satisfaction (CSAT)

A full multi-campaign CSAT system, wired into your PSA’s ticket-close email so every closed ticket can capture a rating in one click, and rolled up into reports, dashboards, and a public trust badge. One-click PSA snippet. Pick your PSA (ConnectWise, Halo, Autotask, Syncro, Kaseya, or “other”) and MSPortal generates the exact HTML to drop into your ticket-close email template. The snippet supports 5- or 3-point scales rendered as faces, stars, thumbs, numeric, or even dogs, and uses your PSA’s native merge fields so the rating arrives back already attached to the right ticket, company, and contact. Multi-campaign. Run a “support ticket close” campaign and a separate “project close” or “onboarding wrap-up” campaign side by side. Each campaign has its own name, scale, image style, follow-up question, and notification recipients. Responses are tagged to the campaign they came from so reports stay clean. Public trust widget. Each tenant gets a /embed/csat/{slug} page styled in your tenant brand color that shows your rolling 30-day, 90-day, 12-month, or all-time CSAT score and response count. Embed it as a badge on your marketing site to turn happy clients into social proof. Dashboard rollup. The Your Companies dashboard now has a Client Feedback widget that combines CSAT and NPS scores into a single tile with the most recent responses, so account managers see how clients are feeling without leaving the home page. Reporting blocks. Four new reporting blocks ship with the release: CSAT Overview (KPI tile), CSAT Trend (time series), CSAT by Company (ranked table with low-score counts), and Recent CSAT Feedback (verbatim comments). Drop them onto any client report or dashboard. Low-score alerts. Set a threshold (default: rating ≤ 2) and MSPortal emails the addresses you choose the moment a low score lands, with the rating, ticket reference, contact, and any free-text feedback inline. Available in 14 languages alongside the English source. Documentation: Surveys

Microsoft 365 Users

A new page at M365 → Users brings every Microsoft 365 user across every connected tenant into one searchable list. See the user’s company, office, department, job title, account type (member or guest), enabled/disabled state, and the friendly names of every license assigned, on one screen.

Filter by company, office, department, or licenses, with a range filter on license count for quick “who has more than three licenses” or “who has zero licenses” coverage reporting
Per-license badges with hover-to-expand: The first three license badges show inline. A “+N more” badge reveals the rest in a tooltip on hover or keyboard focus, so the table stays compact while the full picture is one second away
Smart Type filter: The Type dropdown only appears when your tenant actually has both Members and Guests. Single-type tenants no longer see a filter that returns nothing
CSV export of the full filtered list, including every license assignment for every user, gated by the manage M365 permission so it is safe to expose to senior techs

Quarterly Roadmap Reporting Block

A new reporting block builds a quarterly roadmap directly from your planner items, grouped by fiscal year and quarter.

Configurable columns: Show recommendation, description, type, status, priority, and value, in any combination
Filter by year, quarter, type, status, or priority: Useful for splitting “this year’s plan” from “completed work” or for excluding cancelled items
Density controls: Pick a text size (extra small, small, base, large) so the same block fits compact at 2x2 or full-detail at 4x8
Pagination support: For client-ready PDF exports, the block can be split across multiple pages with offset/limit settings

Users List Reporting Block

A new reporting block lists every user across the tenant alongside the systems each one shows up in.

Coverage at a glance: Columns for Microsoft 365, PSA, and the MSPortal client portal so you can spot users who are missing from any of those systems
Filter modes: Show every user, only users with M365, only users with a PSA contact, only portal users, or only users with both M365 and a PSA contact, depending on the report you are building
Active-only toggle: Hide disabled or terminated users with one click, so coverage reports do not include people who have already left
Per-column visibility: Toggle each system column on or off so the same block doubles as a slim “who has portal access” list or a wide “full coverage matrix”

Unified Company Mapping

A new page at Settings → Integrations → Companies brings every PSA and RMM company link into a single grid. Companies run down the rows, and every active integration (ConnectWise, Autotask, Halo, Syncro, ConnectWise Asio, NinjaOne, Addigy) gets its own column, so you can see which MSPortal company is linked to which external company across every tool you use, on one screen.

Per-cell linking: Each cell shows the integration companies currently linked to that MSPortal company, with controls to add another link, swap to a different one, or unlink without leaving the page
Advanced Quick Match across every integration at once: One button scans every active integration, proposes name-based matches for every unlinked integration company, and shows them in a single review dialog with confidence scores. Pick a confidence threshold with the slider (40-100%, default 70%), accept or reject each match individually, and apply the whole batch in one click. Replaces the old per-integration matching loop where you had to repeat the same workflow for every PSA, RMM, and Asio install
Sticky company column: The first column stays pinned as you scroll horizontally through provider columns, so you always know which company a row belongs to even with seven integrations connected
Live refresh: Linking, unlinking, or applying quick-match results refreshes the grid in place, no page reload needed

Unified Company Types (replaces Groups)

Company groups and types were two separate features doing the same job: groups were created by hand inside MSPortal, types came in from your PSA, and neither talked to the other. This release merges them into one concept.

One Types column on Settings → Companies, showing every type a company belongs to. The previous version only showed the first PSA-synced type per company, which is why a company with seven types in ConnectWise looked like it had only one. Every type now appears as a badge.
Manual types and PSA-synced types live side by side. PSA-synced types come in from ConnectWise, Halo, Autotask, ConnectWise Asio, and Syncro; manual types are created inline from the bulk-types dialog. Synced types render with a thin outline and a “Synced from ” tooltip; manual types are filled.
Many types per company. Companies can be in any number of types simultaneously, manual or synced. The multiselect filter at the top of the Settings → Companies page filters across all of them.
Bulk add, replace, or remove on selected companies. “Manage Types” works on a single company or hundreds at once. Replace mode only affects manual types so it never strips a PSA-managed type out from under your sync.
Ticket templates can be gated to specific types. A template restricted to types like “Managed Services Client” or “App - 1Password” only shows up on the new ticket page when the selected company is in one of those types. Works whether the type was created manually or synced from your PSA.
PSA syncs keep memberships current automatically. Whenever ConnectWise (or any other PSA) updates a company’s type list, MSPortal mirrors the change into the unified type table, including additions and removals, so template gating stays accurate without anyone touching it.
Existing groups carry over. Every group you previously created is migrated as a manual type with the same memberships and ticket-template wiring intact. Nothing to redo.

Restrict Ticket Templates by Type, Industry, or Market

Ticket templates now support three independent restriction filters — company type (manual or PSA-synced), industry, and market — that combine. A template can be scoped to “Healthcare clients in the Northeast on the Managed Services plan”, and it will only show up in the new-ticket picker when every selected filter matches the chosen company.

Type filters use the unified type list, so PSA-synced tags (ConnectWise types, Halo top-level categories, Autotask classifications, ConnectWise Asio types, Syncro categories) are first-class gating filters alongside any manual types you create. No more re-creating PSA tags inside MSPortal just so you can use them.
Industry and market filters read each company’s profile and let you separate, say, retail-only templates from healthcare-only templates without having to maintain a separate type for each.
Filters combine with AND, so a template restricted by both type and industry only appears when the chosen company is in both. Leaving a filter empty means “any” for that axis.
Existing template settings carry over. Templates that were gated by groups before this release continue to work; the underlying gating moved onto the unified type system without anyone needing to re-pick anything.

Compliance Ticket Defaults

Each PSA integration’s settings now has a Compliance Ticket Defaults card. Pick the queue, priority, status, type, subtype, and category that compliance-driven tickets should land in, and every ticket created from a compliance check (manual or automation-driven) inherits those defaults. No more compliance tickets defaulting to whatever board the PSA picked.

Easier-to-Read Ticket Notes

The ticket detail modal got three readability controls based on customer feedback that the activity feed was too small and the composer crowded the notes.

Collapsible Add Note composer: A chevron in the composer header tucks the entire reply form away when you just want to read history, freeing up the right pane for the activity feed.
Fullscreen toggle: A button in the modal header expands the dialog to fill the browser window, useful for long ticket histories or PSA-formatted notes with embedded images.
A- / A+ font scaling: Step the activity-feed font size from 87.5% up to 175% with a percentage badge that resets to 100% on click. Works on both plain-text and rich PSA notes, so headings, lists, and quoted replies scale together.

All three preferences stick per browser, so once you set your preferred view it follows you across tickets and sessions.

Smart Review Links After Surveys

NPS and CSAT thank-you pages now share a refreshed review-links panel that turns happy respondents into public reviews on the platforms you choose.

Six platforms to choose from: Google, Yelp, Facebook, Trustpilot, G2, and Capterra (up from three previously)
Per-survey-type score threshold controls when the panel appears, so promoters and high-CSAT respondents see the call to action while detractors stay on the internal feedback path

Per-Company Auto-Import Role

The role assigned to PSA contacts during auto-sync can now be overridden per company. The Company Defaults manager has a new Default Import Role dropdown that overrides the integration-level default for that one company, and the UI shows which provider’s default the company is currently inheriting. Combined with the existing contact-type to role mapping (ConnectWise contact types, Autotask contact types, and Halo user types), this makes role assignment fully deterministic: a “Primary Contact” rule catches any PSA’s primary flag, contact-type rules catch the typed cases, and per-company overrides catch the exceptions. ConnectWise, Autotask, and Halo user syncs all use the same logic so behaviour is consistent across PSAs.

Project Agenda View in Meetings

Adding a project to a meeting agenda now surfaces a rich card with project health (on track, at risk, off track), milestone progress, the next client action, and the next milestone, plus links to status updates and notes. Both meeting builder and presentation modes use the same view, so the picture you saw while preparing matches what your client sees on screen. A new Add Item command palette in meeting agenda search lets you find tickets, projects, opportunities, training records, devices, budgets, and more from a single keyboard-driven prompt, replacing the per-type sub-menus.

NPS Low-Score Alerts

A dedicated card on the NPS Defaults tab lets you opt in to email alerts the moment a low NPS response arrives. Configure the threshold and recipients separately from CSAT, so account managers see detractors immediately without waiting for the weekly digest.

Import Opportunities into Planner

A new Import Opportunities dialog on the Planner page lets you pull existing PSA opportunities into MSPortal as planner items in one click — no more re-entering deals you already track in your PSA.

Search across every connected PSA at once (Halo, ConnectWise, Autotask), filter by company, and multi-select the opportunities you want to track. Already-imported opportunities are flagged in the dialog so you cannot double-add the same deal.
PSA opportunity sync auto-imports matching opps as planner items when an integration has auto-import enabled. Existing PSA-managed planner items are kept in sync (title, description, due date, estimated value) on every sync, so a renamed opportunity in your PSA shows up renamed in MSPortal without anyone touching it.
One-way link (PSA -> planner) with a unique constraint per opportunity so overlapping syncs cannot create duplicates. Sync runs cover Halo, ConnectWise, and Autotask.
Quarterly Roadmap reporting block groups planner items by fiscal year and quarter with configurable columns, density, and pagination — makes the imported opportunities client-presentable in one drop.

Improvements

Halo opportunity errors surfaced in the UI: When Halo rejects an opportunity (missing Category 4, required fields, validation errors), the planner now shows the real error message from Halo instead of failing silently. The Halo setup wizard also gained native pickers for all four opportunity category lists.
Create Opportunity available everywhere it should be: Companies that came into MSPortal through a PSA sync (rather than a direct integration setup) now show the Create Opportunity action correctly, the option is only offered for PSA providers (so RMM-only links no longer see it), and the opportunity search returns the right matches in a few edge cases where it previously came back empty.
Surveys settings: Survey wizard’s Create Survey step gained richer schedule and audience options, and the wizard’s settings panel was reorganized so CSAT, NPS, and survey defaults each get a dedicated tab.
Compliance: The Create Ticket modal in the compliance flow now respects the new compliance ticket defaults so the PSA fields are pre-filled for the technician.
Calendar: Meeting agenda’s project view replaces a static link with a live data card; opening a project agenda item no longer requires navigating away from the meeting.

April 24, 2026

Automation Updates

A wave of upgrades to the automation rule builder covering bundling, survey responses, smarter recipients, and richer conditions. Rule Bundling Automation rules with a date-threshold trigger can now bundle every matching record into a single grouped output instead of creating one ticket or planner item per match. Warranty expirations, contract renewals, license expirations, compliance deadlines, any recurring date-driven scan benefits. Turn on bundling in the rule’s trigger settings, pick Monthly or Quarterly grouping, and the automation will:

Collect all matching records for a group period (e.g. every laptop whose warranty expires in May) before firing
Create one ticket or planner item for each group, populated with the list of affected entities via {{entity_list}}, {{entity_count}}, and {{group_period}} template variables
Dedupe safely: dedup only marks records as processed after the bundle action succeeds, so a PSA outage does not silently drop a month of expirations
Work across entities: currently supported for Open Ticket and Add to Planner actions on warranty-style rules; other bundle targets are on the list

Without bundling, an MSP running a single warranty rule across 300 clients could wake up to 100 open tickets on the first of the month. With bundling enabled, that is one grouped ticket per month, ready to triage. Documentation: Automation Bundling Survey ↔ Ticket Loop A new Survey Response Received trigger type completes the survey-to-ticket loop. You could already send a survey from an automation rule; now the rest of the loop is wired end to end.

Trigger on submission: fires the moment a recipient finishes a survey
Per-survey filter: scope the rule to a single survey, or leave it open to react to any response
Branch on numeric answers: NPS scores, quiz results, and any numeric answer are exposed as conditions so you can route based on the value (e.g. a low rating opens a ticket assigned to the Customer Success team)
Branch on text answers: the answer text is available in conditions so you can look for specific keywords in open-ended replies
Ticket linkage both directions: When a Send Survey action fires from a ticket-based rule (e.g. ticket-closed → send satisfaction survey), an internal note is posted on the source PSA ticket listing who received the survey, so technicians can see the dispatch without leaving the ticket. When the client responds, the follow-up rule has full context to open a new ticket, comment on the original, or alert an account manager.
Composes with existing actions: pair it with Open Ticket, Add to Planner, In-App Alert, Send Email, or AI Transform

PSA User Defined Fields (Including Ticket UDFs) Are Now First-Class Data MSPortal now pulls User Defined Fields (UDFs) directly from your PSA and makes them actionable across the app. Most importantly, ticket UDFs from Autotask, Halo, and ConnectWise are now fully supported, something we have been asked for repeatedly, alongside UDFs on projects, quotes, configurations, opportunities, companies, and contacts. A new background task syncs every UDF definition from your PSA into a dedicated Synced UDFs tab on each integration, and the automation rule editor surfaces them automatically wherever they apply.

Ticket UDFs, finally: every UDF you have defined on tickets in Autotask, Halo, or ConnectWise is synced into MSPortal and available as a condition in automation rules. Route tickets by “Severity Tier”, “Escalation Contact”, “Contract SKU”, or any custom field your techs already rely on in the PSA
Covers all the other PSA entities too: projects, quotes/opportunities, configurations, companies, and contacts also have their UDFs synced and exposed in the rule builder, tagged [Autotask UDF], [Halo UDF], or [ConnectWise UDF] so the source is obvious
Typed operators: UDFs are synced with their data type (string, number, boolean, date, datetime, enum, multiselect) and the condition builder picks the right operator set automatically. Picklist UDFs get a dropdown populated with the real values from your PSA
Drive email recipients from a ticket UDF: the new Ticket UDF Email recipient strategy resolves an email address stored on a specific ticket UDF at runtime (e.g. the “Escalation Contact” email on a managed client’s ticket), so notifications go to the right person without hard-coding them per rule
Stable when UDFs change: when a UDF is removed in your PSA, MSPortal flags any rule that referenced it instead of breaking quietly, so you know to update the rule

Smarter Recipients and Conditions

Planner item-type condition: Automation rules that watch planner items can now filter by item type, so a rule can target only “Project” items, only “Task” items, or any specific custom item type.
Documentation link: The Automation Rules page got a Documentation link in its menu so the setup guide is always one click away.

Smarter Financial Revenue Classification

Financial Reporting’s revenue classification was reworked so your managed, non-recurring, and other-recurring splits actually match how you bill. Instead of categorizing one line item at a time, the new engine walks through your setup in order:

Contract-type defaults: Map each contract type (e.g. “Fixed Price Managed Services” → Managed Recurring, “T&M” → Non-Recurring) so every line under that contract inherits the right category by default
Period divisors: Contracts billed annually, quarterly, or up-front automatically get divided into monthly revenue, so a $12,000 annual contract shows as$ 1,000/month instead of a spike
Line-type overrides: Flag specific line types as non-recurring (e.g. one-off products or T&M lines on an otherwise managed contract) without changing the contract’s overall category
Per-contract overrides: When a specific contract does not follow your type default, pin it to a different category without breaking every other contract of that type

The Revenue Categories settings page now shows three clear sections: contract-type defaults, service and item category mappings, and per-contract overrides. Rules come pre-seeded with sensible defaults for Autotask, ConnectWise, and Halo, and any row you customize is flagged so future defaults never overwrite your changes. Documentation: Financial Reporting

Improvements

Unified date and time pickers: Every date and time input across the app (calendars, filters, custom device fields, surveys, reports, onboarding, admin pages) now uses the same picker. It is branded to your tenant color, behaves identically across browsers, and has a built-in clear button so you can remove a selected date with one click.
Refreshed meeting agenda cards: Every agenda item card in the meeting builder and presentation view was rebuilt for a cleaner, client-ready look with consistent layouts, typography, and spacing across tickets, projects, invoices, licenses, budgets, planner items, and action items.
Narrative reports: When an AI generation comes back empty, the editor now shows a detailed error explaining the cause instead of a generic “empty response” message, making failed runs easy to diagnose.
Autotask ticket hours: Elapsed hours now reconcile from time-entry totals rather than the cached ticket summary, so completed-work reporting matches what billing sees.
Budgets: The status filter and badge labels (Draft, Pending Approval, Approved, Archived) now show friendly labels everywhere instead of internal status codes.
Quotes: Quotes now link to companies through the billing organization on the quote, and the quote list sorts on the server so ordering holds across pages. Quote revisions are also de-duplicated in the list so only the latest revision appears per quote.
Projects list: Fixed an edge case where the projects page could fail to load when a tenant had multiple integrations active, by resolving an ambiguity in how the project feed scoped its queries.
Unscheduled planner sidebar: The Planner now has a dedicated Unscheduled panel that holds every item without a due date, so backlog work never disappears into a date filter. Drag any unscheduled item onto a day, week, month, or quarter column to schedule it, or drag a scheduled item back into the panel to clear its date. The sidebar collapses to a slim rail with a count badge when you need the full timeline width, and shows a clear empty state with a hint when there is nothing waiting. All existing planner permissions, density settings, linked-item badges, and custom-field editing apply to items in the panel.

April 20, 2026

Reporting Block Refresh

Every reporting block has been rebuilt on a shared responsive system, so blocks now adapt cleanly to any grid size from 1x1 up to 4x8 without cramped labels, overlapping legends, or awkward cutoffs. Typography, spacing, and chart tooltips are standardized across the library for a consistent look in every report. Key Features:

Score by Assessment Run and Group: A new compliance block that cross-tabulates scores by assessment run and group, with configurable exclusions and a matrix layout tuned for both compact and full-width placements.
Consistent responsive breakpoints: Blocks resize predictably, switching to narrow or wide layouts at the right grid widths. No more dashboards that looked fine at design time and broke when resized.
Integration-aware block palette: Blocks that depend on integrations like Cork, Liongard, and Microsoft 365 now only appear in the block picker when those integrations are actually connected. Previously they would show up for every tenant and fail to load.
Empty-state clarity: When a block is placed in a report but the required integration is not connected, it now displays a clear empty state with a prompt to connect the integration instead of rendering a broken chart.

Improvements

Report Builder: Chart tooltips, colors, and grid spacing now pull from shared tokens, so reports look identical whether you build them from scratch or from a template.
Company scope: Reporting blocks now always reflect the company selector at the top of the page instead of carrying over a stale company filter from when the block was first added to the report.
Error visibility: Failures in the reporting stack are now captured in our internal monitoring so the team can spot and fix them faster.

April 17, 2026

Per-Tenant Brand Colors

Pick your primary brand color and MSPortal generates a full light and dark mode palette from it. The new color picker in Settings > Tenant > Branding live-previews buttons, sidebar highlights, badges, and links before you save. Once applied, the color flows to:

Primary buttons, focus rings, and selection highlights across the app
Sidebar active states and link colors
Chart primary colors
Every branded surface that previously used the default teal

The color also applies automatically to the public client onboarding portal, so when a client opens their onboarding link, the portal takes on your branding without any extra configuration. Click Reset at any time to revert to the MSPortal default. Documentation: Tenant Branding

Automation Rules: A Smarter, Cleaner Wizard

The automation rule builder is faster to configure and easier to get right. Less typing, more picking.

Guided PSA dropdowns for ticket actions: The Open Ticket action reads straight from your connected PSA. Pick your category, impact, urgency, issue type, or service board from dropdowns populated with your real values, whether you use Halo, Autotask, or ConnectWise.
Custom fields are first-class: Use any custom field in conditions, update actions, and as date-threshold triggers. Select and multiselect options pull from your field definitions automatically.
Tickets as a rule target: Build automations directly on tickets. Watch status, priority, age, or any ticket field and run actions like any other entity.
Richer recipient options for emails and alerts: Target internal team members by role, client contacts from your PSA, meeting attendees, or a custom email, all through guided pickers.
Dynamic dropdowns everywhere: Statuses, device types, priorities, and other lookups reflect your live tenant data, so new values you add in settings appear in the rule builder automatically.
Test before you enable: A new Review step dry-runs the rule against live data and shows exactly which records would match.

More automation improvements are landing in the next release, including dynamic recipient resolution (target the user assigned to the triggering record), additional ticket template variables, and a day-of-week selector for weekly scheduled rules.

Surveys: Granular Permissions, Inline Editing, and Automation

Three upgrades to how you manage surveys and their responses.

Granular view permissions: The Surveys permission now splits into View all surveys and View own surveys, so you can give users access to just the surveys they created without exposing the full tenant inventory.
Cleaner respondent view with inline answer editing: The Respondents tab has a redesigned layout — the modal drawer is gone and everything lives on the page. A new Edit Responses write sub-permission lets authorized users correct submitted answers directly from the list, with an audit trail of who updated each answer.
Send Survey from automation rules: A new Send Survey action in the automation builder dispatches a survey to a targeted audience when any trigger fires. Wire it to ticket close, onboarding milestone completion, scheduled check-ins, or any rule you already have.

Hide Items From Company Users (Behind-the-Scenes Mode)

You can now keep specific records out of sight from your client (company) users. A new Hide from company users toggle is available on planner items, goals, compliance items, custom field definitions, and onboarding template and portal items. When turned on, the item is filtered out of every list, widget, export, and client portal view a company user sees. All items stay visible to your MSP team as before. Use it for draft compliance checks, internal planner notes about a client, MSP-only goals, backstage onboarding tasks, or private custom fields. The toggle defaults to off so existing records are unchanged, and only MSP tenant users ever see the control. Documentation: Hiding Items from Client Users

MSP-Only Dashboards

Dashboards now have a Visibility setting with two options: Internal and External (clients can see) or Internal only (MSP team). Switch any dashboard to Internal only to hide it entirely from company users, useful for margin reporting, bench utilization, internal SLA metrics, or any other view you do not want your clients looking at. Both system and custom dashboards support the setting, and all existing dashboards default to Internal and External so nothing changes unless you opt in. Documentation: Dashboards

Auto-Map Halo and Autotask Contact Types to Team Roles

If you use Halo PSA or Autotask, MSPortal now extracts the manager and contact-type assignments on each synced company and maps them directly to your MSPortal company roles. The Roles tab in Settings > Companies gains a slot column showing which PSA fields are in use across your tenant, and you can map each PSA slot to the MSPortal role it should grant.

Autotask exposes the Company owner resource as a single Account Manager slot
Halo PSA exposes up to eight slots including Primary Agent, Secondary Agent, Account Manager, Regional Manager, Logistics Manager, Sales Representative, Account Owner, and CXM Lead

Once mapped, every sync automatically assigns the matching MSP user to each company in the correct role. When someone changes roles in your PSA, MSPortal updates to match. This replaces the tedious step of assigning “Primary Tech” or “Account Manager” by hand after every new client import. Documentation: Auto-Mapping PSA Contact Types to Roles

Onboarding Portal Countdowns and Custom Dates

Onboarding portals now have a dedicated Dates tab for capturing the key milestones on each engagement. Each date has a label, optional description, and optional target date. Mark one of them as the countdown and both your admin view and the client portal show a live days-remaining timer at the top, counting down to the target date (or showing “Today” or “X days overdue” once it arrives). You can also define custom dates on an onboarding template using day offsets from the portal start, for example Kickoff = day 0, Hardware = day 14, Go-Live = day 45. Every new portal you launch from that template is pre-populated with those milestones resolved against its own start date. Documentation: Custom Dates and Countdowns

Liongard Documentation Visibility Rules

Liongard documentation access is now rule-based instead of “everyone on the MSP side sees everything”. A new Liongard tab in Settings > Documentation lets you define explicit visibility rules at two levels:

Inspector Types grant visibility for an entire inspector family, for example every Windows Server Inspector
Individual Systems grant visibility for a single system, useful when you want to expose one host from an inspector without exposing the rest

Rules can target specific company roles or apply to all roles at a company. Both MSP staff and company users now require a matching rule before Liongard content appears, bringing Liongard in line with how the rest of the Documentation module handles visibility.

Because this flips Liongard to rule-based visibility, you need to add at least one rule after upgrading before any Liongard content appears on the Documentation page, including for your own team.

Documentation: Liongard Documentation Visibility

Duplicate Role

Building a new role from scratch can be tedious, especially when an existing role has most of what you need. The Roles tab in Settings > Users & Roles now has a Duplicate action on every row that instantly creates a copy named “Copy of [original role]”. The copy carries over the description, every permission, and any role-level configuration flags. For company roles, it also copies the assigned ticket display group. User assignments are not copied, so the new role has no users until you assign it. Documentation: Users & Roles, Duplicating a Role

April 14, 2026

Permissions Cleanup and Granular Ticket Write Controls

We audited every permission in the role editor and cleaned up the list so the options you see in Settings > Users & Roles actually match what each feature does. Same pages, same access, just a clearer, shorter list.

Removed unused permissions: Permissions that were never actually checked anywhere in the app have been removed from role editing. This includes the Notifications read/write/manage rows (notifications are now visible to everyone who can access the page), plus dead entries for Admin Portal and Company Users that never gated anything.
Read-only where it should be: For pages that are read-only in MSPortal (Backup, Documentation, Security, Client Health, Quotes, Financial Reporting, Tool Stack, Ticket Trends, Documentation Passwords), the Write and Manage columns have been removed from the role editor because those levels had no effect. Only the Read column is shown.
Settings-level permissions for sync and configuration: Actions like syncing Tool Stack, saving Revenue Categories, and managing Tool Stack items are now controlled by the existing Settings permissions (Settings > Tool Stack, Settings > Financial Reporting), so the main page permission can focus on day-to-day read/write access.
Granular Ticket Write permissions: The ticket Write permission now has three sub-options accessible via a dropdown next to the Write checkbox. You can grant any combination to tailor what a role can do with tickets:
- Create Tickets: Allows creating new tickets and using the AI ticket assistant
- Add Notes: Allows adding notes and attachments to existing tickets
- Update Statuses: Allows changing ticket status on existing tickets
New write-level permissions wired up: Write Broadcasts, Write Devices, Write Meetings, and Write Tool Stack now actually gate their respective create and edit actions, so you can give someone permission to compose a broadcast or add a device without giving them full management rights.
Manage Company Roles: The Manage permission for Company Roles now properly gates deleting company role definitions, alongside the existing Manage Companies permission.

Existing roles automatically inherit equivalent permissions. Any role that previously held Write Tickets or Manage Tickets receives all three new ticket sub-permissions. Nothing was downgraded or removed from a user’s effective access.

April 10, 2026

Client Onboarding: PSA Integration

The Client Onboarding module now integrates directly with your PSA, turning your onboarding portal into a project-tracked workflow.

Link to PSA Project: Connect any onboarding portal to an existing PSA project, or create a new one directly from MSPortal. Supports Halo PSA, ConnectWise, Autotask, and Syncro
Bulk Create PSA Tickets: Select onboarding tasks and create corresponding PSA tickets in bulk. Each task gets linked to its PSA ticket with a clickable badge showing ticket status
Time Entry Logging: Log time against onboarding tasks directly from the admin portal. Time entries are created in your PSA under the linked project and ticket, with configurable billable defaults
Portal Management in Settings: A new Portals tab under Settings > Onboarding lists all portals with status, company, creation date, and direct links. Filter by status and search by name or company

Halo PSA Project Sync Improvements

Halo PSA project sync is faster and more complete. Projects, milestones, child tickets, and ticket activity now flow into MSPortal reliably so your project views always reflect what’s happening in Halo.

Complete Milestone Visibility: Project milestones now appear correctly in the Projects module so you can track phase progress at a glance
Richer Project Activity: Notes, time entries, and status changes from child tickets are now captured, giving AI weekly update summaries the full picture of project progress
Faster Syncs for Large Halo Instances: Project syncs complete significantly faster, especially for MSPs with large Halo environments and many mapped clients

Ticket Trends (AI-Powered Analysis)

A new Ticket Trends page provides AI-powered analysis of your ticket patterns over time, helping you spot recurring issues, forecast volume, and identify which companies or categories are driving ticket load.

Weekly Snapshots: View ticket volume, resolution times, and SLA compliance broken down by week across configurable time ranges (8, 12, 26, or 52 weeks)
Company Metrics: See which companies generate the most tickets week over week, with trend indicators and volume breakdowns
Category Metrics: Break down ticket volume by type or category to identify the most common issue areas
AI Pattern Analysis: Run an AI analysis that identifies ticket clusters, recurring patterns, seasonal trends, and actionable recommendations for reducing ticket volume
Forecasting: Statistical forecasting projects expected ticket volume for the coming weeks based on historical patterns
Automated Weekly Reports: Trend analysis runs automatically each week and surfaces insights in AI weekly update notes

Bug Fixes & Improvements

Ticket Details Modal: Improved layout and data display in the ticket detail view
Device Enrichment: Updated device data enrichment with better OS, RAM, and disk space extraction
Halo Integration Wizard: Fixed an issue in the Halo PSA setup wizard that prevented advancing past the sync step in certain configurations
Project Performance: Improved project data loading speed across multiple pages
ConnectWise Manage: Project tickets now display their checklists

April 3, 2026

Addigy Integration (Beta)

MSPortal now integrates with Addigy, the cloud-based Apple device management platform. Connect your Addigy account to sync policies, import macOS devices, and view detailed hardware and security data for your entire Apple fleet, all from within MSPortal.

One-Click Setup: Connect with a single API token from Addigy. A guided wizard walks you through connecting, mapping policies to companies, and importing devices
Policy-to-Company Mapping: Map Addigy policies to MSPortal companies with Quick Match for automatic name-based matching
Apple Device Import: Import macOS devices with device type mappings, auto-sync for hands-free imports, and category ignore to filter out device types you don’t manage
Rich Device Details: View extended hardware specs, security status (FileVault, Firewall, Gatekeeper, SIP), battery health, MDM enrollment, and current user info directly in the Device Detail panel
Frequent Syncs: Devices sync every 4 hours to keep your inventory current, with manual sync available anytime

Documentation: Addigy Integration

Device Detail Panel

A new Device Detail panel provides a comprehensive view of any device when you click on it in the Devices table. Instead of just the edit form, you now see a rich overview with extended data pulled from your RMM integration.

Hardware: Processor, RAM, disk space with visual usage bars
Security: FileVault, Firewall, Gatekeeper, SIP, antivirus, patch status, and MDM enrollment at a glance
Network: Hostname, LAN/WAN IPs, Wi-Fi and Ethernet MAC addresses
Battery: Battery percentage with color-coded indicator, charging status, and cycle count
System: Uptime, last boot, OS build, agent version, and pending reboot status
User: Current logged-in user, email, and last logged-in user
Provider Links: Quick access to remote tools like TeamViewer, ScreenConnect, and Splashtop where available

Data availability depends on your RMM provider. Addigy, Datto RMM, Syncro, NinjaOne, and ConnectWise Asio all contribute extended data. Documentation: Devices

Liongard Device Tab

Devices inspected by Liongard now have a dedicated Liongard tab in the Device Detail panel, bringing configuration audit data directly alongside your device inventory.

Health Summary: Pass, fail, and warning counts at a glance with clickable cards to filter
Security Metrics: Dedicated section for security-related configuration checks like firewall, encryption, MFA, and antivirus
All Inspected Metrics: Browse every configuration metric with current and previous values, searchable and filterable by status
Recent Changes: View configuration change detections with inline diffs showing exactly what was added or removed
Automatic Device Matching: MSPortal links devices to Liongard systems by name, IP, or MAC address automatically

Documentation: Liongard Integration

Liongard Inspectors in Documentation

The Documentation module now includes an Inspectors tab for tenants with an active Liongard integration. Browse all of your non-device Liongard inspector data (Active Directory, Microsoft 365, firewalls, cloud platforms, and more), organized by type, without leaving MSPortal. Device-level inspectors appear on individual devices in the Devices module instead.

Inspector Type Sidebar: Browse non-device inspectors by type (Active Directory, Microsoft 365, Firewall, Duo, AWS, etc.) with system counts per type
System Detail View: Click any system to see its full configuration audit data with pass/fail/warning summary cards, security metrics, and all inspected metrics
Change Detections: View recent configuration changes with inline diffs showing exactly what changed
Company Filtering: Inspector data respects the company selector, so you can drill into a single client’s inspectors

Compliance Metrics Tab

The Metrics tab under Settings > Compliance provides a dedicated space to browse all Liongard configuration metrics and link them to compliance checks. View metrics per metric or per device, filter by inspector type and company, and create compliance checks directly from any metric with custom threshold rules. Documentation: Liongard Compliance Metrics

Autotask Sync Improvements

Complete Data Sync on Setup: Contracts, locations, notes, billing items, and project time entries now sync automatically when you connect a new Autotask integration, so your data is fully populated from day one
Accurate Ticket Status: Closed Autotask tickets now correctly display as closed in MSPortal, restoring accurate open ticket counts and reporting
More Reliable Real-Time Sync: Autotask real-time updates now self-heal automatically if the connection is interrupted, keeping ticket changes flowing without manual intervention

Halo PSA Improvements

Device Assigned User: Halo asset sync now pulls the assigned user from each asset and displays it in the Devices tab, so you can see which user is tied to each device at a glance
Asset Permissions Required: The Halo PSA integration now requires read:assets and edit:assets API permissions to support device sync. Update your API application permissions in Halo PSA if you haven’t already
Asset Import: Halo asset sync now properly extracts manufacturer, model, serial number, OS, IP address, and warranty dates for device import
Company Import Fix: Resolved an issue preventing company imports from Halo in certain configurations

Bug Fixes & Improvements

Company Page Performance: Fixed loading issues on the company settings page that caused slow renders with large company lists
Datto Device Sync: Fixed auto-import to properly create device records, and mapping changes now trigger an immediate device sync for newly mapped sites
Export Fixes: Resolved issues with data exports across multiple modules
Custom Email Domains: All automated emails (surveys, NPS, release notifications) now send from your custom domain when configured
Pagination Fixes: Corrected pagination behavior on companies, users, and compliance tables
Updated Integration Logos: Refreshed logos for better visual consistency across the integrations page

March 27, 2026

Liongard Compliance Metrics with Custom Rules

Liongard metrics have moved from the integration settings page to a dedicated Metrics tab under Settings > Compliance, putting configuration audit data right alongside your compliance checks, groups, and runs. The biggest addition is custom rule evaluation. Instead of relying solely on Liongard’s native pass/fail status, you can now define threshold-based rules that evaluate metric values against your own compliance requirements. Rules support numeric comparisons (greater than, less than), string matching (equals, contains), and empty checks, with a configurable default result when no rules match.

Compliance Metrics Tab: New tab in Settings > Compliance shows all Liongard metrics with Per Metric and Per Device views, search, and inspector/company filtering
Custom Rules Engine: Define rules like “fail if value is less than 12” or “pass if value equals Enabled” with first-match-wins evaluation
Per-Device Compliance: Metric-linked checks now create individual assignments per device instead of a single company-wide result, so Device A can pass while Device B fails for the same metric
Active Run Sync: The background sync only updates compliance assignments in active runs. Completed runs become frozen historical snapshots, giving you a point-in-time audit trail
Rule Builder UI: Visual rule builder in the Create Compliance Check dialog with operator, threshold, and pass/fail result for each condition

Documentation: Liongard Compliance Metrics

Security Dashboard & EDR Incidents

The Security module now includes a Dashboard tab that aggregates key metrics across all connected security providers into a single view. At a glance you can see total endpoints, protection status, open incidents, and high-severity alerts from both Cork and Acronis without navigating between tabs. A new EDR Incidents tab surfaces Acronis EDR/MDR incident data directly in MSPortal. Each incident shows severity, state, category, affected device, and detection timestamps. Incidents can be added to meeting agendas or converted into planner items for follow-up, just like compliance and vulnerability findings.

Unified Summary Cards: Endpoint protection rates, incident counts by severity, online/offline device ratios, and unmitigated threat counts
EDR Incidents Table: Filterable by severity, state, category, and company with full detail side panel
Acronis Endpoint Enrichment: Endpoints page now pulls data from both Cork and Acronis, showing protection plan, agent version, and online status for Acronis-managed devices
Provider-Aware Tabs: Security tabs dynamically show or hide based on which providers (Cork, Acronis) are active for the tenant
Automatic Updates: Acronis incidents sync into MSPortal on a recurring schedule so your security view stays current without manual refreshes

NinjaOne Backup Support

The Backup module now pulls data directly from NinjaOne’s dedicated backup API, bringing device-level backup visibility into the unified Backup dashboard alongside Cove and Acronis. Each device shows its protection status, total storage consumed, and a detailed breakdown of cloud, local, and revision storage.

Daily Backup Updates: Per-device storage metrics sync each day across cloud image, file/folder, and network share backup types
Backup Detail Sheet: Click any NinjaOne device to open a detail panel with cloud, local, and revision storage breakdowns
Filter Across Your Full Fleet: The Backup Devices table now filters and searches across your entire device list at once, not just the page you’re viewing
Cleaner Status Display: Devices without backup configured now show “Not Configured” instead of appearing as failures, and the default view focuses on devices with active backup

Bug Fixes

Over 30 bug fixes across the platform, including fixes to search functionality, company selector behavior, budget filters, survey exports, device categorization, M365 license table layouts, ticket attachment downloads, and meeting date handling.

Bulk Company Creation in Integration Wizards

All nine integration wizard flows (Acronis, Cork, Cove, Hudu, IT Glue, Liongard, Pax8, RMM, and ScalePad) now support batch company creation. Setting up an integration with dozens of unmapped companies used to be slow and tedious. You can now create and map all of them at once.

Bulk Create Companies: Creating 50+ companies during an integration setup now completes in seconds instead of minutes
One-Click Import All: The “Import All” action creates and maps every unmapped company in a single step
Automatic Tool Stack Sync: Newly created companies automatically receive your tool stack items so they’re ready for tracking right away

The Documentation module now features a folder tree sidebar for both Articles and Assets. Instead of scrolling through a flat list, you can navigate your documentation structure by folder hierarchy, with article and asset counts shown per folder.

Folder Tree Sidebar: Collapsible tree view with folder counts, “No Folder” filter for uncategorized articles, and company-scoped folder data
Asset Layout Sidebar: Assets tab replaces the previous card grid with a persistent sidebar listing all asset layouts with counts, making it faster to switch between layout types
ITGlue Folder Import: New tool in Documentation Settings generates a script you can run against your ITGlue instance to pull folder structures into MSPortal, preserving your existing organization
Articles Visibility Settings: Enhanced articles browser in Settings with folder-based filtering for controlling which articles are visible to end users

Integration Card Quick Links

Connected integrations on the Settings page now display quick-link buttons that navigate directly to relevant pages. For example, a connected Cork integration shows “View Metrics” and “Vulnerabilities” buttons that link to the corresponding Security tabs, reducing the number of clicks to reach integration-specific data.

Improved Liongard Device Matching

Liongard system data now includes device ID mapping, enabling direct correlation between Liongard inspectors and your device inventory. The sync task has been updated to extract and store device identifiers during data pull, improving accuracy when viewing Liongard metrics alongside device records.

Bug Fixes & Improvements

ITGlue Document Sync: More reliable document imports across large ITGlue instances
Autotask Opportunities Sync: Improved sync progress tracking for opportunities
Security Hardening: Strengthened tenant data isolation across multiple modules
Documentation Loading: Smoother loading experience for the new sidebar + table layout

March 20, 2026

Redesigned Meeting Presentation Mode

Meeting presentation mode has been completely rebuilt for a more professional look. The previous design used colorful gradient blocks to display metadata like contact names, statuses, hours, and costs, creating a rainbow dashboard look that didn’t feel polished enough for client-facing meetings. The new design uses clean, structured layouts with consistent typography and subtle borders, giving your QBR and review slides a presentation-ready appearance.

Clean Slide Layouts: Professional card-based designs replace colored gradient blocks across all slide types
Improved Readability: Metadata fields like status, hours, and cost use structured rows instead of scattered colored badges
Consistent Styling: Every agenda item type (tickets, invoices, projects, compliance, training) follows the same visual language
Dedicated Presentation Theme: Custom CSS theme ensures slides look great in both fullscreen and windowed modes

Location-Scoped Dashboard Visibility

Users with location-based ticket permissions now see accurate counts across all dashboard widgets and drilldowns. If your team has technicians or contacts scoped to a specific office or site, their dashboard tiles and ticket lists now correctly reflect only the tickets they’re allowed to see.

ConnectWise User Type Permissions Mapping

ConnectWise Manage contact types now map automatically to MSPortal company-level permissions. When users sync from ConnectWise, their contact type determines what they can access in the portal, eliminating the need to manually assign permissions after every user import.

Multi-Location MSP Tenant Support

MSP tenants with multiple offices can now manage locations with distinct settings. AI-powered classification helps tag warehouses, headquarters, and satellite offices for smarter defaults across ticketing and reporting.

Location-Based Ticket Display Groups

Ticket form templates can now be organized by office location so end users see only the forms relevant to their site. Combined with permalink support, each location can have a direct link to its ticket submission page, making it easy to embed location-specific forms in bookmarks, intranets, or onboarding materials.

Improved Integration Sync Reliability

Integration syncs now run more smoothly during large operations. Each provider (Autotask, ConnectWise, and others) is tuned for the right balance of speed and stability, and temporary failures recover automatically without losing progress.

Realtime Notifications & Approvals

Notification badges and pending approval counts now update the moment something changes, with no page refresh needed. Previously there was a delay before new items appeared in your top-bar counters.

Bug Fixes & Improvements

Survey Wizard: Added support for additional answer types and replaced the native range input with a polished slider component
Custom Fields: Fixed rendering issues with custom field displays
Automation Rules: Resolved stability issues with rule execution
Compliance Performance: Faster page loads when viewing large compliance assignment lists
Session Handling: Improved expired session detection and recovery flow
Sign-in Page: Added accessibility labels and improved status badge layout
Impersonation: Cleaner state when switching between impersonated users

March 13, 2026

Financial Reporting: Revenue Breakdown & Drilldowns

Financial Reporting now gives you a complete picture of your revenue with two new columns — Other Recurring Revenue and Non-Recurring Revenue — alongside the existing Managed Revenue. MSPs using the hybrid endpoint model also get dedicated AISP Device and AISP User columns so you can compare per-device and per-user seat pricing side by side. Every numeric value in the table is now clickable. Click any revenue, support hours, or endpoint value to open a drilldown showing the underlying line items, devices, users, or time entries that make up that number. Drilldowns include pagination and totals so you can audit exactly where the numbers come from.

Other Recurring Revenue: Monthly average of contract items categorized as “other recurring” in your revenue category mappings
Non-Recurring Revenue: Monthly average of billing items categorized as “non-recurring”
AISP Device / AISP User: Managed revenue divided by device count or user count (hybrid model only)
Revenue Drilldown: Click any revenue cell to see every contract line item with provider, contract/agreement, product, quantity, unit price, and amount
Endpoint Drilldown: Click endpoints to see the device list or user list that makes up the count
Support Hours Drilldown: Click hours to see individual time entries with date, technician name, ticket, and service board/queue — with period totals and monthly averages for multi-month views
Non-Recurring Revenue Drilldown: Click non-recurring revenue to see billable labor entries with hours, rates, and amounts — with period totals and monthly averages
All new columns support sorting and range filtering
Drilldowns load nearly instantly across all PSA providers

Location Filtering on Tickets

Tickets now display and filter by location/site name across all PSA integrations. A new Location column appears in the ticket list with a dropdown filter populated from your ticket data.

Autotask: Tickets now show the correct site/location for each company
Syncro: Site names now display consistently across tickets
ConnectWise: Site names now resolve correctly on every ticket

Quote Visibility Controls

Company roles can now restrict which quotes users see. In Settings > Users & Roles, edit any company role and set Quote Visibility to control access:

All Quotes (default): Users see every quote for their company
Own Only: Users see only quotes where they are the billing contact

This is useful for companies with multiple departments or contacts who should only see their own pricing.

M365 Multi-Tenant Support

Companies can now connect multiple Microsoft 365 tenants. The M365 integration card shows all connected tenants with independent sync status and user/group counts for each.

PSA-Aware Terminology

All PSA-related labels across the app now automatically adapt to your connected integration. ConnectWise users see “Agreement”, “Service Board”, and “Member”. Autotask users see “Contract”, “Queue”, and “Resource”. Halo users see “Contract”, “Team”, and “Agent”. This applies across financial drilldowns, ticket lists, ticket settings, company ticketing, kanban boards, automation actions, and presentation mode.

Bug Fixes & Improvements

M365 OAuth: Fixed “auth_required” error that occurred when browser sessions expired during the Microsoft OAuth redirect flow
M365 Disconnect: Added a disconnect button to remove M365 connections from the company detail page
M365 Callback Page: Fixed garbled checkmark character on the OAuth success page
User Import Linking: Fixed an issue where ConnectWise user sync created duplicate profiles instead of linking to existing MSPortal accounts, which prevented team role assignments from sticking
Imported User Status: Users marked as “imported” who already have active MSPortal accounts are now automatically corrected to “active”
Roles Tab: Company security roles can now be created, edited, and deleted directly from the Users & Roles page without navigating to the Companies tab
Settings Navigation: Simplified the Companies settings page by removing redundant sub-tabs
Company Column Filters: Company dropdowns across all data tables now use universal server-side search, fixing issues where only current-page companies appeared in the filter
Company Page Permissions: Summary metric cards on the company overview now respect user permissions. Cards for modules the user can’t access appear dimmed and non-clickable instead of linking to restricted pages
Access Denied Page: Navigating to a page you don’t have permission for now shows a friendly “Access Denied” card with a link home instead of the generic error page
Documentation Settings: The Articles and Passwords visibility tabs now use the global company selector instead of separate inline dropdowns

March 6, 2026

Hudu Integration

Connect your Hudu documentation platform to MSPortal and give your team and clients access to articles, procedures, passwords, and flexible assets without ever leaving the portal. Key Features:

Articles & Procedures: Sync knowledge base articles and runbooks with folder hierarchy, scoped by company and RBAC permissions
Password Sharing: Surface passwords to authorized users on-demand with click-to-reveal. Password values are never stored locally, always fetched live from Hudu with full audit logging
Flexible Assets: Access any Hudu flexible asset type you enable (servers, licenses, contracts, etc.) directly in MSPortal
Per-Company Controls: Configure exactly which companies can access passwords and which folders are visible
Magic Dash: Push compliance check results back to Hudu’s Magic Dash widget for at-a-glance status

IT Glue Integration

Bring your IT Glue documentation into MSPortal so your clients never need another portal, and you don’t have to pay for MyGlue. Key Features:

Documents & Checklists: Sync IT Glue documents with inline images and checklists with task completion tracking
Password Sharing: On-demand password reveal with full audit logging. Values are never cached, always fetched live from IT Glue
Flexible Assets: Sync any enabled flexible asset type with all custom fields preserved as structured data
Per-Company Controls: Granular password sharing configuration with category-level visibility rules

NinjaOne Integration

Sync devices, organizations, and backup status from NinjaOne RMM into MSPortal with automatic device type mapping and import. Key Features:

Device Sync & Import: Pull all devices from NinjaOne with detailed hardware info (manufacturer, model, serial number, OS, IP address)
Auto-Sync Device Types: Configure device type mappings (e.g., WINDOWS_WORKSTATION to Workstation) with auto-import so new devices are imported automatically on each sync
Backup Monitoring: Extract per-device backup status, last successful/failed timestamps, and storage breakdown (cloud, local, revisions) into the unified Backup dashboard
Organization & Location Mapping: NinjaOne organizations and locations map to MSPortal companies with smart name matching

Acronis Cyber Protect Integration (Beta)

Sync backup infrastructure data from Acronis Cyber Protect Cloud into MSPortal’s unified Backup dashboard. Key Features:

Protected Resources: Monitor machines, mailboxes, databases, and VMs with protection status, agent connectivity, and backup schedules
Alert Monitoring: Track critical, error, warning, and informational alerts with severity color-coding and resolution status
Unified Backup Dashboard: Acronis data feeds into the same backup dashboard alongside Cove and NinjaOne for a single view of all backup health

Acronis is in Beta while we finalize deployment with production data. Core functionality is complete and available for early adopters.

Liongard Integration (Beta)

Pull configuration audit data from Liongard into MSPortal with automatic compliance check updates based on metric results. Key Features:

Metric Evaluation: Automatically evaluate audit metrics and surface pass/fail/warning results per company
Auto-Compliance Bridge: Map Liongard metrics to MSPortal compliance checks so audit results automatically update compliance assignment statuses, no manual entry required
Detection Tracking: Monitor configuration change detections across all environments with severity classification

Liongard is in Beta while we finalize deployment with production data. Core functionality is complete and available for early adopters.

Integration Checklist Linking

Hudu procedures and IT Glue checklists now automatically sync into MSPortal’s onboarding checklist template library. Use your existing documentation platform checklists as starting points for client onboarding portals without recreating them manually.

Improvements

Customer Success Dashboard: Fixed sorting across all dimension score columns including service quality, engagement, financial, and operational scores
Financial Reporting: Grade column now sorts by underlying numeric score instead of alphabetical letter order
Company Ticketing Settings: Fixed display issues on the per-company ticketing configuration page

February 27, 2026

MSP Tools Suite

A complete analytics suite purpose-built for MSP operations is now available. MSP Tools brings together three interconnected features — Client Health, Tool Stack, and Financial Reporting — to give you clear visibility into every client relationship. All three areas share data and feed into each other: tool deployment percentages and financial grades flow directly into health scores, so improvements in any area are reflected across the entire system.

Client Health

Monitor the health of every client relationship with scores computed across 8 dimensions using data from your connected integrations. Key Features:

8-Dimension Health Scoring: Service Quality, Engagement, Financial, Sales, Projects, Tool Stack, Environment, and Operational — each computed from real metrics like ticket resolution time, meeting frequency, invoice status, and more
Risk Classification: Every company automatically categorized as Thriving, Healthy, At Risk, or Critical with trend indicators showing improvement or decline
Spotlight: Instantly see which companies need attention and which have improved the most
Company Detail View: Drill into any company for dimension breakdowns, 180-day trend charts, negative driver analysis, and 40+ raw metrics
Daily Auto-Refresh: Metrics refresh automatically at 2 AM UTC with on-demand refresh via the Refresh Scores button
Configurable Scoring: Enable or disable any of the 8 dimensions to match your business model

Tool Stack

Track tool deployment status across your entire client base with a compliance matrix that automatically creates planner items for tracking. Key Features:

Compliance Matrix: Grid view showing every company against every tool in your recommended stack with color-coded status indicators (Deployed, In Progress, Not Started, N/A)
Category Organization: Group tools into categories like Security, Backup, Cloud, and Monitoring
Automatic Planner Items: When tools are synced to companies, planner items are created automatically so deployment tasks appear in your team’s workflow
Required vs Optional: Mark tools as required to drive standardization — only required tools count toward health scores
One-Click Sync: Sync your entire tool stack to all companies with a single click

Financial Reporting

Understand the profitability of every client relationship with revenue classification and A-F financial grading. Key Features:

Financial Grading: A-F letter grades based on three weighted metrics — Reactive Hours per Endpoint (33%), Effective Hourly Rate (34%), and All-in Seat Price (33%)
Revenue Classification: Map PSA product types to revenue categories (Managed Recurring, Non-Recurring, Other Recurring) for accurate financial analysis
Key Metrics: Managed Revenue, Support Hours, Managed Endpoints, Reactive Hrs/Endpoint, Effective Hourly Rate, and All-in Seat Price per company
Flexible Periods: View data for the current month, trailing 3 months, year-to-date, or any specific historical month
Grade Breakdown: Hover over any grade to see the exact metric values, scores, and weights that produced it

MSP Tools Settings

Configure all three areas in Settings > MSP Tools:

Scoring: Enable/disable health dimensions to match your business
Tool Stack: Define categories and tools, set default prices, mark items as required
Financial Reporting: Map PSA product types to revenue categories

Halo PSA Invoice Sync

Full invoice integration for Halo PSA is now live. Invoices sync automatically from your Halo instance and are available to view, filter, and download directly within MSPortal. Key Features:

Invoice List: View all synced invoices with filtering by company, status, and date range
PDF Downloads: Download invoice PDFs directly from the invoice detail sidebar
Inline Viewing: Preview invoice details without leaving MSPortal

Halo PSA Project Sync

Projects from Halo PSA now sync automatically into the Projects module, giving you full visibility into project status alongside your other data. Key Features:

Automatic Sync: Projects sync on the same schedule as your other Halo data
Phase & Budget Tracking: View project phases, budgets, and progress
Status Tracking: Monitor project status directly from the Projects dashboard

Updated Halo PSA Permissions

If you are using the Halo PSA integration, please update your API application permissions. The following permissions are now required:

read:invoices — Yes
edit:invoices — Yes
read:timesheets — Yes
read:contracts — Yes (was already required)

Additionally, if you are using the recommended custom role, ensure the Invoices access level is set to Read, Create, Modify and Delete.See the Configure Halo PSA Integration guide for the full updated permissions table.

February 18, 2026

Universal Search

Find anything in MSPortal instantly with the new command palette. Press Cmd+K (Mac) or Ctrl+K (Windows/Linux) to open Universal Search from anywhere in the app and jump straight to the result you need. Search across 14 categories:

Tickets: Search by title, status, or company
Companies: Find clients by name
Devices: Look up hardware by name or type
Training: Search courses by title or type
Compliance: Find checks and assignments by title or status
Projects: Search project names and statuses
Budgets: Locate budgets by title, fiscal year, or status
Invoices: Find invoices by number, reference, or total
Goals & Planner: Search goals and planner items by title
Backups: Find Cove backup devices by name or status
Security: Search Cork vulnerabilities, compliance events, and endpoints
Navigation: Jump to any page or settings screen

Deep Search mode: Toggle “Deep Search” to enable full-text search across all note content — ticket notes, meeting notes, planner notes, and project notes — with snippet previews showing where your term appears. Built for speed:

Keyboard navigation with arrow keys and Enter to select
Results appear as you type
Recent searches load instantly
Results respect your permissions and company scope automatically

February 13, 2026

Client Onboarding Portal

A complete client onboarding system that guides new customers through structured workflows — from initial discovery through full deployment. Build reusable templates, launch branded portals for each company, and track every step of the onboarding process in one place. Template Builder:

Phase & Task Designer: Create multi-phase onboarding templates with drag-and-drop task ordering, task dependencies, due date logic, and priority levels
10 Task Types: Standard tasks, meetings, document uploads, digital signatures, credential handoff (single or bulk), secure file drops, training (video or in-person), surveys/forms, approvals, and checklists
AI Template Designer: Describe your onboarding process in plain language and AI generates a complete template with phases, tasks, and structure — review changes in a diff preview before applying
Import & Export: Share templates across tenants with JSON import/export
Checklist Templates: Create reusable checklists that attach to any task for granular step tracking

MSP Admin Experience:

Portal Management: Launch portals from templates, track progress with per-phase progress bars, and manage the full lifecycle (draft, active, completed, converted)
Task Tracking: Assign tasks to MSP staff or client contacts, bulk reassign with shift-select, track completion with inline evidence review
Document Triage Inbox: Review uploaded documents with approve/reject workflow, search and filter by status or phase
Meeting Scheduling: Schedule meetings directly from tasks with calendar invite generation and attendee selection
Credential & Signature Review: Securely reveal submitted credentials (auto-hide after 5 minutes), view digital signatures with tamper detection
Activity Feed: Complete audit trail of every portal event with server-side search and type filtering
Communication: Send task summary emails, meeting invitations, and overdue reminders — clients can ask questions that notify your team via email
Task Comments: Bidirectional discussion threads on individual tasks between MSP and client

Client Portal:

Branded Experience: Custom logo, accent color, and welcome message — clients access via secure invite link with email verification, no account required
Task Completion: Clear “Your Tasks” view with inline evidence collection for each task type
Progress Tracking: Visual phase timeline showing overall onboarding progress
Document Uploads: Upload requested files with real-time status tracking
Approvals & Signatures: Review documents and approve decisions, sign with a built-in signature pad

Dashboard Integration:

Active Onboarding Banner: Quick-link pills on the dashboard showing each active portal with progress bars
My Onboarding Tasks Widget: Personal task queue showing your assigned onboarding tasks across all portals

M365 Licenses by Office Location

A new table view that breaks down Microsoft 365 license assignments by office location, making it easy to see how licenses are distributed across a company’s sites.

Improvements

Report Block Responsiveness: All 40+ reporting blocks now scale properly across all grid sizes (1x1 through 4x8) with no scrollbars or overflow issues
Narrative Report Enhancements: Project completion data source, visual widget picker for embedding charts, and improved AI generation reliability
Report Bundling: Bundle multiple reports into a single package for streamlined client delivery
ConnectWise Time Entries: New sync task for pulling time entries from ConnectWise Manage
Signup Flow: Payment method is now optional during signup — users can skip and add it later from billing settings
User Management: Improved pagination and filtering for large user lists

February 10, 2026

Template Variables & Dynamic Subjects

Ticket template subjects can now include dynamic variables that resolve to field values at submission time. Use {{field_key}} placeholders in your static subject to automatically insert user-selected values like employee names, departments, or locations into the ticket title. Key Features:

Variable Picker: Click-to-insert UI in the template editor shows all available fields from your template sections
Entity Name Resolution: Variables referencing users, devices, locations, or projects resolve to human-readable names instead of IDs
Live Preview: New preview panel in the template editor shows exactly how the form will look to end users

Priority Override Rules

Automatically override the PSA ticket priority based on field values during submission. Define condition-based rules on any template — the first matching rule wins, so you can escalate priority when a date field is within 24 hours or a specific option is selected. Key Features:

Conditional Rules: Match on any template field using operators like equals, within hours, greater than, includes, and more
Rule Ordering: Rules evaluate top-to-bottom; place the most urgent rule first
Per-Template Configuration: Enable or disable overrides independently on each template

Voice Input for AI Chat

Dictate messages to the AI assistant using your microphone. A new mic button appears in the AI chat input when speech recognition is supported by your browser.

ConnectWise Ticket Description Fix

ConnectWise ticket descriptions now display reliably in the ticket detail modal. The system correctly extracts the initial description from ConnectWise notes (using the description flag) instead of relying on the often-empty ticket field, and syncs notes from the API before opening the modal for the first time.

Improvements

Time Entry Dates: Fixed a timezone issue where time entry dates could shift by one day depending on your browser timezone
Activity Feed: Description note now pins to the bottom of the activity timeline for clearer reading order
Report Pages: Increased server timeout for report pages to prevent timeouts on complex reports
Template Field Keys: New fields auto-generate URL-safe keys from the label, with a visible key display and variable reference hint

February 6, 2026

AI-Powered Narrative Reports

Generate professional, AI-written reports for your clients using real data from across MSPortal. The new Full Report wizard walks you through selecting a report type, configuring content sources, and generating a polished narrative document — ready to share. Key Features:

14+ Data Sources: Pull from tickets, devices, compliance, M365 licenses, training, meetings, projects, budgets, planner, backup, goals, surveys, documents, and company context
Multiple Report Types: QBR, Weekly, Monthly, Security Review, Ticket Deep Dive, and Custom reports
AI Generation with Editing: AI writes the full report, then you refine it in a rich editor with an AI sidebar for further adjustments
AI Notes for MSPs: See AI-generated notes about data gaps, assumptions, and suggestions — visible only to you, not your clients
AI Report Builder Sidebar: The AI sidebar is also available in the block-based report builder — describe what you need and AI picks the right blocks and headers for your report

Licensing Storefront

A new storefront experience for managing vendor subscriptions, starting with Pax8 as the first supported vendor. Key Features:

Subscriptions Dashboard: View all subscriptions with filtering by status, product, and company
Azure Usage Tracking: Monitor Azure consumption with cost breakdowns by product and company
Request & Get Price: Submit subscription change requests and pull live pricing for any company in real time
Storefront Settings: Configure approval workflows, quantity change thresholds, and self-service controls per company
Subscription Details: View provisioning status, billing terms, and commitment details for any subscription

Unified Groups System

A flexible grouping system for organizing users across training and surveys, with support for rule-based automatic membership. Key Features:

Training & Survey Groups: Create groups scoped to individual companies or your entire tenant
M365 Group Sync: Use your existing Microsoft 365 groups as membership sources — sync users directly from Entra ID groups
Rule-Based Membership: Define include/exclude rules with AND/OR logic to auto-populate groups based on company, role, or M365 group
Manual & Automatic Sync: Manage members manually or let rules keep groups updated automatically

Also:

Ticket Template Static Subjects: Set a pre-defined subject line on ticket templates that auto-fills when users create tickets, with an optional lock so it cannot be changed
Company AI Home Settings: Per-company toggle to enable or disable the AI-powered home page experience, with a tenant-level global override

Improvements

M365 License Blocks: Free and trial licenses are now automatically filtered from license reporting blocks for cleaner data
Faster Report Generation: Reports with multiple data sources now generate significantly faster
Report Scheduling: Improved reliability for scheduled report delivery

Bug Fixes

Report Autosave: Fixed an issue where autosave was not triggering on reports
Datto RMM Sync: Fixed sync issues from Datto RMM
Session Handling: Fixed an issue where idle sessions would cause unexpected errors on Reports and other pages with images
Ticket Conditional Fields: Fixed a bug where conditional fields were included in PSA ticket submissions even when their conditions were not met

January 30, 2026

Quoter Integration

Your clients can now view and open quotes directly from the portal. Quotes sync automatically from Quoter (formerly ScalePad), giving clients a single place to review proposals and pricing without switching tools. Key Features:

Client Quote Access: Clients view their quotes with status, amounts, and line items right from the portal
Quote Details: Open any quote to see full pricing breakdown, items, and current status
Automatic Sync: Quotes stay up to date as changes are made in Quoter
Easy Setup: Guided wizard walks you through API key entry and company mapping

Onboarding Wizard

Getting started with MSPortal is now faster and easier. A guided onboarding experience walks new users through every step—from connecting your PSA to importing companies—so you can start delivering value on day one. Key Features:

Guided Setup: Step-by-step walkthrough covering integrations, company import, and configuration
Pick Your Tools: Choose your PSA and RMM integrations during onboarding
Progress Tracking: See exactly where you are and what’s left to set up
Background Sync: Data imports run in the background while you continue configuring

You can now sign up for MSPortal directly at app.msportal.ai/signup or from our website—no demo call required. Create your account with Google, Microsoft, or email and start using the platform immediately. Key Features:

Sign Up Anytime: Get started on your own at app.msportal.ai/signup
Google & Microsoft Login: Use your existing accounts to sign up in seconds
Instant Access: Go from signup to your first dashboard with guided onboarding

Cork Security Integration

Get instant visibility into endpoint security across your entire client base. The new Cork integration brings vulnerability tracking, compliance monitoring, and endpoint protection status into a centralized security dashboard. Key Features:

Security Dashboard: See vulnerabilities, compliance status, and endpoint health at a glance
Vulnerability Tracking: Filter and prioritize vulnerabilities by severity, status, and company
Compliance Monitoring: Track security compliance events across all clients
Endpoint Visibility: View all protected endpoints with agent status
Per-Device Security: See Cork security data directly on individual device pages

Microsoft 365 Company Management

A new dedicated area in Settings makes it easier to see which companies have Microsoft 365 tenants connected and manage their sync status in one place.

Improvements

Faster Performance: Speed optimizations across the app including faster page loads and panel rendering
More Reliable Syncs: Integration sync tasks are now more secure and resilient
Autotask: Fixed ticket time entries and notes not loading on the tickets page
ConnectWise: Improved sync reliability
Asio: Better device sync stability
New Reporting Blocks: Additional blocks for budgets and security data

January 23, 2026

Project Kanban Board

Visualize and manage project tickets with a full-featured Kanban board. Drag tickets between status columns to update their status directly in your PSA. Key Features:

Drag-and-Drop: Move tickets between columns to instantly update status in ConnectWise, Autotask, or Halo
Status Groups: Configure which PSA statuses map to each Kanban column
Filter & Search: Filter tickets by assignee, priority, or search by title
Multi-Select: Select multiple tickets and move them together
Bulk Operations: Bulk update ticket status with a single drag action
Customizable Density: Switch between comfortable and compact card views

M365 License Reporting Blocks

Six new reporting blocks for Microsoft 365 license management. Add them to dashboards and reports to visualize license allocation, usage trends, and costs. New Blocks:

License Summary: Overview of total, assigned, and available licenses with cost breakdown
License Distribution: Pie chart showing license allocation by SKU
License Table: Detailed table of all licenses with filtering and CSV export
License Trend: Line chart showing license count changes over time
License Utilization: Gauge showing utilization percentage with thresholds
License Users: Table of users and their assigned licenses with drilldown

Ticket Notes & Time Entries

Add notes to tickets with optional time tracking directly from the ticket detail view. Features:

Quick Notes: Add internal or external notes without leaving the ticket modal
Time Tracking: Optionally log time when adding a note
Note History: View all notes and time entries in a unified timeline

Improvements

Devices Dashboard: New summary cards showing device counts by warranty status and device type
Bulk User Import: Improved company user import with better error handling
Calendar Views: Enhanced calendar rendering with better event display

January 16, 2026

Projects Dashboard

Track and manage client projects with a centralized view of status, health, and team activity. Sync project data from your PSA (ConnectWise, Autotask, Halo) and add your own notes, decisions, and deliverables. Project Health Overview:

Health Tiles: Filter projects by status—Needs Your Input, Blocked, At Risk, On Track, and Completed
Project Cards: See key details at a glance including progress, health status, and project manager
Quick Actions: Click any project to open the detail overlay with full project information

Project Detail View:

Overview Tab: Project summary with contacts, dates, budget status, and latest weekly update
Phases Tab: View PSA project phases with ticket counts and time entries per phase
Deliverables Tab: Track project deliverables with status, owner, and due dates
Decisions Tab: Document key decisions with status tracking and approval workflows
Timeline Tab: Manage project milestones and key dates
Updates Tab: Weekly status updates with AI generation and internal notes

Customization:

Display Settings: Configure which columns and data to show in project lists
Status Mapping: Map PSA project statuses to MSPortal health categories
AI Weekly Updates: Generate weekly status updates using AI based on time entries, tickets, and project activity

Pin your most-used navigation items for instant access. Pinned items appear in a dedicated section at the top of the sidebar. Features:

Pin Any Item: Right-click any sidebar item to pin it
Up to 6 Pins: Keep your most important pages within reach
Drag to Reorder: Arrange pinned items in your preferred order
Per-User Settings: Your pins are saved to your profile

Filter out specific items from dashboard widgets to focus on what matters. Exclude companies, users, or other entities from appearing in widget data. Key Features:

Per-Widget Filters: Configure exclusions for individual widgets
Multiple Exclusion Types: Exclude by company, user, status, or custom criteria
Persist Across Sessions: Your exclusions are saved and applied automatically

Meeting Agenda Enhancements

Present invoices, licenses, and projects directly in meetings with new agenda view types. New Agenda Views:

Invoice Agenda: Display invoice details with status and amounts for financial reviews
License Agenda: Show M365 license assignments and costs for licensing discussions
Project Agenda: Present project status, phases, and updates for project reviews

Planner Integration:

Add Invoices to Planner: Track invoice-related tasks and follow-ups
Add Licenses to Planner: Plan license optimization and renewals

Improvements

Autotask Sync Resilience: Page-level progress tracking with automatic resume on retry
Ticket Notes: Fixed “Show more” button not responding on first click
Sidebar Width: Narrower sidebar for more content space
Invoice Sync: Improved Autotask invoice syncing with better data handling

January 8, 2026

Cove Backup Integration

Monitor backup protection across your entire client base with our new Cove Data Protection integration. Get instant visibility into device and Microsoft 365 backup status from a single dashboard. Backup Dashboard:

Protection Overview: See total, protected, warning, failed, and unprotected device counts at a glance
Storage Tracking: Monitor total backup storage usage across all devices
Status Indicators: Quick visual status for backup health

Device Backups:

View all devices with backup agents installed
Filter by company, protection status, and backup state
Track last backup time and storage per device

Microsoft 365 Backups:

Monitor Exchange, OneDrive, SharePoint, and Teams backup status
See protection coverage for each M365 workload
Track backup success rates and failures

ConnectWise Invoice Sync

View and manage invoices synced from ConnectWise Manage directly within MSPortal. Key Features:

Invoice List: Browse all invoices with filtering by status, type, company, and date range
PDF Viewer: View invoice PDFs inline without leaving the portal
Bulk Download: Select multiple invoices and download as a ZIP file
Search & Sort: Find invoices by number, reference, or customer PO

ConnectWise Sites Sync

Company locations now sync with ConnectWise Manage sites for better site-to-location mapping.

Sync site data from ConnectWise during company import
Map sites to company locations automatically
View site details including address and contact info

Improvements

Company Locations UI: Redesigned locations table with better responsive layout
Integration Wizard: Improved setup flow for ConnectWise configurations sync

January 2, 2026

Ticket Template Branching & Customization

Create company-specific versions of your ticket templates without duplicating the entire template. Branches let you customize templates for individual clients while maintaining a single parent template for everyone else. Key Features:

Company Branches: Create a full copy of any template customized for a specific company with different fields, labels, or PSA routing
Independent Editing: Each branch is fully editable—add sections, modify fields, change help text, or configure different PSA defaults
Smart Visibility: Control which companies can see which templates, with bulk actions and default visibility for new companies
Branch Indicators: Easily identify templates with branches in the templates list with expandable rows showing all company branches

Use Cases:

Customize a “New Employee Setup” template with client-specific software requirements
Route tickets to different PSA boards or queues per company
Simplify templates for clients who need fewer fields
Use different terminology for different industries

Template Import & Export

Export and import ticket templates in JSON or CSV format for backup, sharing, and bulk editing. JSON Format:

Complete template backup including sections, fields, rules, and PSA settings
Optionally include company branches in the export
Diff Preview: When importing to an existing template, see exactly what will change—added fields in green, modified in yellow, removed in red
Import options: Replace existing, create new, or generate a new key to avoid conflicts

CSV Format:

Spreadsheet-friendly format for bulk editing field labels, help text, and options
Edit in Excel or Google Sheets, then re-import to apply changes
Preserves template structure while updating field properties

Export templates to JSON before making major changes. You can always import the backup to restore the previous version if needed.

Enhanced Company Visibility Controls

Fine-grained control over which companies can access each template. New Features:

Default Visibility Setting: Configure whether new companies automatically have access to a template or must be manually enabled
Enable All Except Branched: One-click action to enable a template for all companies that don’t have a custom branch (perfect when using branching)
Branch Indicators: Companies with branches are highlighted so you know they’ll use their branch version
Bulk Actions: Enable All, Disable All, and smart filtering options

Improvements

Templates in Settings: Template management has moved from the Tickets menu to Settings → Tickets → Templates for better organization
Expandable Template Rows: Templates with branches show an expandable row in the list to view all branches at a glance
Branch Management: Edit, delete, and manage branches directly from the templates table
Cleaner Template Editor: Reorganized accordion sections for template details, PSA settings, visibility, branches, and import/export

December 29, 2025

Microsoft 365 Licensing & Domains

Two new pages in the M365 section give you instant visibility into your clients’ Microsoft 365 environments. Licenses Page:

View all assigned licenses across your tenants
See license counts, assignment status, and SKU details
Filter and search across the license inventory

Domains Page:

List all verified domains for each M365 tenant
View domain verification status and DNS configuration
Track domain health across your client base

AI-Powered Survey Designer

Create professional surveys faster with our new AI-assisted survey wizard. Describe what you want to measure, and the AI will generate a complete survey with appropriate questions, scales, and logic. Features:

AI Chat Interface: Describe your survey goals in natural language
Smart Question Generation: AI suggests questions based on survey type (NPS, CSAT, custom)
Live Preview: See your survey take shape as you refine it
One-Click Editing: Accept, reject, or modify AI suggestions inline

Improvements

Redesigned Settings Tabs: Consistent header patterns across all settings pages with cleaner navigation
Compliance Run Filtering: Filter compliance views by specific run dates for historical analysis
Enhanced Loading States: Improved skeleton loaders across settings and compliance pages
Better Tab Navigation: New header tabs component for smoother navigation throughout the app

December 22, 2025

Streamlined Integration Setup Wizard

We’ve completely rebuilt the integrations setup experience. All PSA configuration—authentication, company import, ticket settings, and data sync—now flows through a single, guided wizard that makes initial setup faster and easier. Supported Integrations:

ConnectWise Manage: Full setup including opportunity settings and ticket configuration
Autotask PSA: Streamlined authentication and company/ticket import
HaloPSA: Complete configuration with ticket sync settings
Syncro: Quick setup with company and ticket synchronization

Wizard Steps:

Authenticate: Enter your API credentials with real-time validation
Import: Select which companies and contacts to sync with smart mapping
Configure: Set ticket preferences, opportunity settings, and sync options
Sync: Start your initial data sync with progress tracking

Key Improvements:

All Settings in One Place: No more hunting through multiple pages—everything is configured in the wizard
Auto-Save: Your progress is saved automatically as you move through steps
Permission Testing: Verify API permissions before syncing data
Progress Tracking: Visual indicators show sync status and any issues

Already have an integration configured? You can access the wizard anytime from Settings → Integrations to adjust settings or re-sync data.

Redesigned User Profile Page

Your profile page has been completely redesigned with a modern, card-based layout that puts all your account settings in one organized view. Profile Overview:

Profile Header: Your avatar, name, role, and tenant at a glance
Personal Info Card: Edit your name, email, and contact details
Preferences Card: Set your default landing pages and UI preferences

Security & Access:

Security Status Card: Quick overview of your account security posture
MFA Card: Enroll in or manage multi-factor authentication
Sign-In Methods Card: View connected authentication providers
Sessions Card: See active sessions and sign out remotely

Account Details:

Access Card: View your assigned role and permissions
Activity Card: Recent account activity and login history

Improvements

Loading Skeletons: Improved loading states across dashboards, settings, and training pages for a smoother experience
Settings Navigation: Enhanced settings menu organization with clearer groupings
Integration Cards: Visual refresh of the integrations grid with status indicators

December 19, 2025 - Year End Release 🎉

We’re ending 2025 with our biggest release yet! This update delivers three major features we’ve been building toward all year: a comprehensive Public API, the full launch of Automation Rules, and two brand-new dashboards that give you instant visibility into your work and client health. Thank you for an incredible year—here’s to making 2026 even better!

Public API v1

Programmatic access to your MSPortal data is finally here! The Public API v1 provides RESTful endpoints for integrating MSPortal with your existing tools, building custom workflows, and automating data exchange. What You Can Access:

Companies & Contacts: Full CRUD operations for your client database
Tickets: Query tickets with advanced filtering, sorting, and search
Training: Manage courses, enrollments, and certificates programmatically
Compliance: Access compliance runs, checks, groups, and templates
Budgets: Create and manage budgets with line items and forecasting
Calendar & Meetings: Schedule and manage client meetings
Goals & Planner: Manage strategic goals and planning items
Devices: Query device inventory and warranty information
Surveys: Create surveys and access responses with analytics
Reports: Generate and schedule reports via API
Dashboards: Manage external dashboards and company-specific URLs
Automation Rules: Create and manage automation rules programmatically
Analytics: Access audit logs, training metrics, and portfolio analytics

Key Features:

80+ Endpoints across 16 resource categories
Bearer Token Authentication with API keys generated in Settings
Permission-Based Access: API access respects your existing user permissions
Rate Limiting: Built-in protection with generous limits
Interactive Documentation: Swagger UI at /api/public/v1/docs with “Try It Out” functionality
OpenAPI 3.0 Spec: Machine-readable specification for easy integration

Create API keys in Settings → Integrations → API Access. API keys inherit your user permissions, so you’ll have access to the same data you can see in the portal.

Automation Rules

The wait is over! Automation Rules is now live for all users. Create intelligent workflows that automatically manage tasks, send communications, and keep your MSP running smoothly—without lifting a finger. Trigger Types:

Date Threshold: Fire when dates approach (warranty expiry, contract renewal, meeting reminder)
Scheduled: Run on cron schedules (daily reports, weekly reviews, hourly checks)
Field Change: React when data changes (status updates, priority shifts)
Data Absence: Alert when nothing happens (stalled tickets, inactive accounts)

What You Can Automate:

Send Emails: Template-based emails with dynamic variables to contacts, users, or roles
Create Planner Items: Auto-generate tasks with due dates and business value
Open PSA Tickets: Create tickets in Halo, ConnectWise, Autotask, or Syncro
Send In-App Alerts: Real-time notifications to users or role members
Update Fields: Automatically modify entity data
AI Transform: Generate meeting agendas, summaries, and reminders with AI

Enterprise Features:

Approval Workflows: Require review before sending emails or creating tickets
Batch Processing: Aggregate multiple triggers into single actions (“50 devices need warranty review” instead of 50 separate alerts)
Complex Conditions: Build sophisticated rules with AND/OR logic and nested groups
Execution Logging: Full audit trail of every rule execution with success/failure status
Dry-Run Testing: Test rules against real data before going live

Meeting Automation (New!):

Automatically send meeting agenda emails before QBRs
Create follow-up tasks when meetings complete
Alert team members before important client calls
Transform meeting notes into professional summaries

Start simple! Create a rule to alert you when device warranties expire within 90 days. Once comfortable, explore approval workflows and AI transforms.

New MSP Dashboard

Your new home base. The MSP Dashboard gives you instant visibility into everything that needs your attention across all your assigned companies. Your Companies at a Glance:

See all companies you’re assigned to with your role (vCIO, Technician, etc.)
Quick-access cards to jump directly to any client

Personal Widgets:

My Assigned Tickets: Tickets assigned to you with priority and age tracking
Overdue Compliance: Compliance checks that need attention across your clients
Upcoming Meetings: Your scheduled meetings for the next 14 days
Device Alerts: Offline devices and expiring warranties across your portfolio
Training Summary: Training completion status across companies
Secure Scores: Microsoft 365 Secure Scores at a glance

New Company Overview Dashboard

A completely redesigned company page that gives you instant visibility into client health. See everything that matters at a glance—from tickets and compliance to training progress and upcoming meetings. Summary Metrics Bar: Seven key metrics displayed at the top of every company page:

Devices: Total device count
Users: Active user count
Open Tickets: Current ticket volume (color-coded for urgency)
Upcoming Meetings: 14-day forward look
Training Progress: Completion percentage with visual progress bar
Incomplete Goals: Strategic goals pending completion
Upcoming Compliance: 30-day compliance due window

Dashboard Widgets:

Recent Compliance: Last 10 completed checks with status indicators
Open Tickets: Priority-sorted with days-open tracking
Device Alerts: Combined offline devices and expiring warranties
Strategic Goals: Incomplete goals with priority badges and due dates
Training Progress: Enrollment completion with overdue highlighting
Upcoming Meetings: Next 14 days with event type badges
Recent Reports: Quick access to generated reports
Planner Items: Active planning items sorted by due date

Global View Mode: View aggregated data across all your assigned companies, or filter to specific clients. Perfect for vCIOs managing multiple accounts who need a bird’s-eye view.

What’s New Component

Never miss an update! A new “What’s New” section on your dashboard highlights the latest features and improvements. Stay informed about new capabilities as they’re released without having to check the release notes manually.

Improvements

Dark Mode: Resolved various dark mode styling inconsistencies
Feedback System: You can now include screenshots when submitting feedback
Meeting Scheduling: Fixed edge cases in meeting scheduling

December 12, 2025

Multi-Dashboard System

Create and customize multiple dashboards tailored to different teams, clients, and use cases. The new dashboard system gives you complete control over how you visualize your MSP data. Key Features:

Unlimited Dashboards: Create as many dashboards as you need—one for each client, team, or focus area
Role-Based Access: Share dashboards with your entire organization or restrict access to specific roles
Set Default Dashboard: Choose which dashboard loads when you sign in
Unified Navigation: Internal dashboards and external resources now appear together in a single sidebar for quick access

Interactive Ticket Drilldown

Click any data point in your ticket charts to instantly see the underlying tickets. No more switching between reports and ticket lists—explore your data in context. Supported Visualizations:

Ticket Summary charts (opened vs. closed over time)
Tickets by Type (pie/donut charts)
Tickets by Submitter (bar charts)
Type Sunburst (hierarchical ticket breakdown)

When you click a data point, a modal displays the filtered ticket list with full sorting and search capabilities. Click through to individual ticket details for complete context.

Report Scheduling & Email Delivery

Automate your client reporting with scheduled email delivery. Set up reports once and have them delivered automatically to stakeholders. Schedule Options:

One-Time: Send a report on a specific date
Weekly: Choose the day of week for recurring delivery
Monthly: Select the day of month for monthly reports
Quarterly: Perfect for QBR preparation and client reviews

Delivery Features:

Multi-recipient support with easy user selection
Customizable email subject and body
Optional PDF attachment with full report visualization
Configurable date ranges (last 7/30/90 days, previous week/month/quarter, or custom)

Device Reporting Blocks

Six new reporting blocks for comprehensive device visibility:

Stale Devices: Identify devices that haven’t checked in within a configurable threshold (1-365 days). Color-coded status indicators show overall fleet health.
Device Health Overview: At-a-glance metrics for your entire device inventory with status breakdowns.
Devices by Company: See device distribution across your client base.
Devices by OS: Operating system breakdown with version details.
Devices by Integration Source: Track which RMM tools are feeding device data.
Warranty Coverage: Monitor warranty status and upcoming expirations across your fleet.

Enhanced Dashboard Editor

The dashboard editor has been completely rebuilt with a more intuitive drag-and-drop experience. Editor Improvements:

Unified Grid System: Dashboards and reports now share the same 4-column grid layout for consistency
Resize from Any Edge: Drag any corner or edge to resize widgets
Keyboard Shortcuts: Use arrow keys with Shift for precise positioning
Auto-Layout: New widgets automatically find the best available position
In-Line Configuration: Edit widget titles and settings directly on the canvas

Improvements

External Items Unified: External URLs and iframes are now managed alongside dashboards in Settings → Dashboards with a tabbed interface
Dashboard Access Controls: Tenant users can access all shared dashboards; unauthorized users see a friendly “Access Restricted” message instead of a 404 error
Compliance Reporting: Print-optimized styling for compliance reports with smart page breaks that keep sections together
Halo PSA Integration: Improved error handling and logging for connection tests—actual error messages now display instead of generic failures
Report Builder Sidebar: Collapsible sections with localStorage persistence, plus a dedicated “Full Reports” section separate from individual blocks

December 5, 2025

New Features

AI Home Page Assistant: Get instant answers about your data with the new AI-powered chat assistant on your home page. Ask questions about clients, tickets, compliance status, and more—the assistant provides intelligent responses based on your MSPortal.ai data.
Settings Customization Section: New customization options in settings allow you to personalize your MSPortal.ai experience with your preferred configurations.

Improvements

AI Template Designer: The template designer now features a streamlined chat-based interface, making it easier and more intuitive to create and refine ticket templates with AI assistance.
Training Certificates: Certificates are now easier to access after completing training—a congratulations dialog appears immediately upon completion with quick links to view, download, or share your certificate.
NPS Survey UX: Enhanced Net Promoter Score surveys with better mobile support, iOS fullscreen compatibility, improved anonymous access, and cleaner analytics display.
Mobile Experience: Improved mobile UX across the platform with better touch interactions and responsive layouts.
Autotask Integration: Faster and more reliable company sync, with smarter incremental updates that only pull what’s changed.
Ticket Note Formatting: Enhanced formatting for ticket notes sent to PSA systems for better readability.
Navigation Performance: Faster page transitions with optimized client-side navigation throughout the application.
Planner Updates: Various improvements to planner functionality and display.

November 28, 2025

New Features

Calendar Year View: Get a bird’s-eye view of your entire year with the new calendar year view. See all scheduled meetings and events across 12 months at once, with click-to-navigate to specific dates.
Notification Center: Stay on top of important updates with the new in-app notification center. Access all your notifications from the top bar, mark items as read, and never miss critical alerts.
Role Filtering: Filter calendar events and user lists by role to quickly find what you’re looking for. Perfect for seeing only your technicians’ schedules or filtering by vCIO assignments.
Compliance Scoring Configuration: Customize how compliance scores are calculated with configurable scoring weights. Adjust the importance of different compliance categories to match your assessment methodology.
Compliance Reporting Blocks: Four new reporting blocks for compliance data visualization:
- Non-Compliance Items: Display items that need attention with severity and category breakdowns
- Compliance Breakdown: Visualize compliance status by category with charts
- Compliance Progress: Track compliance improvement over time
- Compliance Score Overview: Show overall compliance scores with trend indicators

Improvements

Planner Density Controls: Adjust the visual density of your planner view between comfortable, compact, and dense layouts to see more or fewer items at once.
M365 Users & Groups Sync: Enhanced Microsoft 365 integration now syncs users and groups, making it easier to manage M365 accounts alongside your company users.
Improved Loading States: Smoother loading experience across devices, planner, companies, and training pages with better skeleton loading animations.
Filter Bar Improvements: Enhanced filter toolbar with better organization and clearer visual hierarchy.

November 21, 2025

New Features

Bulk Planner Templates: Apply multiple planner templates to multiple companies at once. Select which fields to copy (title, description, type, status, business value, hours, cost, probability, and notes) and set a due date for efficient rollout across your client base.
Sync Summaries to Tickets: Send meeting summaries and compliance check details directly to your PSA tickets for tracking and documentation. As they say, “If it’s not in your PSA, it didn’t happen!” Supports ConnectWise, Halo, Autotask, and Syncro with provider-specific formatting.
Budget Integration: Custom planner types can now map to budget categories, with forecast merge functionality to compare budget vs. planner forecasts.

Performance Improvements

Faster page loading across training, devices, planner, company overview, and dashboard sections.
Improved reporting blocks with better visual design and faster rendering.
Reduced loading delays throughout the application, with smoother transitions between pages and faster data retrieval.

Improvements

Product Import: Enhanced product import with entity type filtering for services, recurring, and one-time products across all PSA integrations.
Device Management: Better sorting controls and improved company selector UI.
Settings: Redesigned settings pages with consistent headers and improved navigation.
Budget Categories: Enhanced planner integration with more accurate category mapping.

November 14, 2025

Multi-Year Budget Forecasting

Plan ahead with confidence using our new budget forecasting feature that projects your budgets up to 5 years into the future with intelligent growth calculations and customizable adjustments. Key Features:

Multi-Year Projections: Forecast budgets 1-5 years ahead with automatic calculations based on current budget data
Flexible Growth Models: Set global growth percentages or customize growth rates per budget category
Manual Overrides: Override calculated projections for any category and year when you have specific plans
Year-over-Year Comparisons: Easily compare projected values across multiple years
Smart Syncing: Automatically sync from your current budget to create forecasts based on real data
Category Controls: Enable or disable automatic increases for specific budget categories
Visual Indicators: Color-coded cells show manual overrides vs. calculated projections

How to Use:

Navigate to Budgets → Forecast
Select the number of years to project (1-5 years)
Set a global increase percentage or customize per category
Click “Sync from Budget” to pull current budget data
Adjust individual cells as needed with manual overrides
Save your forecast rules for future reference

Budget forecasting with multi-year projections

Autotask Real-Time Ticket Sync

Experience faster ticket updates with our new webhook-based Autotask integration that syncs changes in real-time instead of waiting for scheduled sync intervals. Key Improvements:

Instant Updates: Tickets sync immediately when created or updated in Autotask (no more waiting for scheduled syncs)
Real-Time Notifications: Get notified as soon as tickets change status or are assigned
Faster Client Portal: Your clients see ticket updates instantly
Reduced Sync Delays: Webhook events trigger immediate syncs instead of waiting up to 15 minutes
More Reliable: Automatic retry logic ensures webhook deliveries succeed
Better Performance: Targeted syncs only update changed tickets, not the entire ticket list

What This Means:

Changes in Autotask appear in MSPortal.ai within seconds
Time entries, notes, and status changes sync immediately
Better experience for both your team and your clients
More accurate real-time reporting

Budget Forecast Reporting Block

Add budget forecast visualizations to your custom reports with the new Budget Forecast reporting block. Features:

Multi-Year Visualization: Display budget projections for up to 5 years
Category Breakdown: Show forecast data by budget category
Trend Analysis: Visualize growth trends across forecast years
Customizable Views: Choose which categories and years to display
PDF Export: Include forecast data in PDF report exports

How to Use:

Navigate to Reporting → Custom Reports
Add a “Budget Forecast” block to your report
Configure which categories and years to display
Position and resize the block as needed
Export to PDF or share with clients

Enhanced Planner Summary Block

The Planner Summary reporting block has been enhanced with better visualizations and more detailed analytics. Improvements:

Better Data Display: Clearer visualization of planner items and completion status
Enhanced Filtering: Filter planner items by status, priority, or date range within the block
Improved Layout: Optimized spacing and formatting for better readability
Faster Loading: Performance improvements for reports with large numbers of planner items

November 7, 2025

Custom Fields System

A comprehensive custom fields system that allows you to extend data collection across multiple entity types, providing flexible tracking and organization capabilities. Key Features:

Multi-Entity Support: Create custom fields for Devices, Compliance Checks, Goals, Budgets, Planner Items, Users, and Companies
20+ Field Types: Support for text, numbers, dates, checkboxes, selects, multi-selects, radio buttons, email, phone, URL, and more
User Scope Filtering: User custom fields can be scoped to tenant-wide, company-specific, or both
Bulk Operations: Edit custom field values for multiple users or entities at once
Inline Options Editing: Manage select/multi-select/radio field options directly in the settings interface

Field Types Supported:

Text: Short text, long text
Numeric: Number, decimal
Date/Time: Date, datetime
Contact: Email, phone, URL
Boolean: Checkbox
Selection: Select, multi-select, radio
Special: Priority, impact, urgency

How to Use:

Navigate to Settings → Custom Fields
Select the entity type tab (Devices, Compliance, Goals, etc.)
Create new fields with labels and types
Custom fields automatically appear in edit dialogs for the corresponding entity types
For users, choose whether fields apply to tenant users, company users, or both

Company & User Management:

Bulk edit custom fields for multiple company users at once
Tenant and company-scoped custom fields for users
Custom fields support in company editing interface

Generate professional training certificates automatically upon course or learning path completion, with built-in LinkedIn sharing capabilities. Key Features:

Automatic Certificate Generation: Certificates are automatically created when users complete courses or learning paths
Bulk Certificate Generation: Generate certificates for multiple users at once from the enrollments page
LinkedIn Integration: Share certificates directly to LinkedIn
Certificate Preview: Preview certificates before downloading or sharing
Download & Share: Download certificates as PNG images or share via LinkedIn
Tenant Branding: Certificates include your tenant logo for professional branding
Public Certificate Access: Certificates can be accessed via public URLs for sharing outside the platform

Certificate Features:

Professional design with course/learning path name, completion date, and user name
Tenant logo for branded certificates
Social sharing buttons for LinkedIn
Certificate viewer with download and share options

How to Use:

Complete a training course or learning path
Certificate is automatically generated
View certificate from the Training → Certificates page or enrollment details
Click “Share to LinkedIn” to authenticate and post
Or download the certificate as a PNG image

Learning Path Progress Tracking & Reporting

Comprehensive progress tracking and reporting for learning paths, giving you visibility into user completion rates, time spent, and performance metrics. Key Features:

Progress Tracking: Real-time tracking of user progress through learning paths
Progress Sheets: Detailed progress view showing individual user completion status for each course in a learning path
Progress Table: Filterable table showing all users’ progress across learning paths
Time Tracking: Track time spent on courses and learning paths
Average Scores: Calculate and display average quiz scores per learning path
Completion Status: Visual indicators for completed, in-progress, and not-started courses
Bulk Progress View: View progress for multiple users at once

Reporting Capabilities:

Learning path completion rates
User progress summaries
Time spent per course and learning path
Quiz scores and pass/fail rates
Enrollment status tracking
Progress filtering by user, company, or learning path

How to Use:

Navigate to Training → Learning Paths
Select a learning path to view progress
Click “View Progress” to see detailed progress sheet
Use the progress table to filter and view progress across all learning paths
Export progress data for reporting purposes

Training Quiz System

A complete quiz system integrated into training courses, allowing you to assess user knowledge and track quiz performance. Key Features:

Multiple Choice Questions: Create questions with multiple answer options
Answer Tracking: Track correct and incorrect answers per question
Quiz Attempts: Users can take quizzes multiple times with attempt history
Score Calculation: Automatic score calculation and pass/fail determination
Question Management: Add, edit, and reorder questions within courses
Answer Options: Configure multiple answer choices with correct answer designation
Attempt History: View all quiz attempts per user per course

Quiz Features:

Question creation and editing interface
Answer option management
Question reordering within courses
Score tracking and pass/fail status
Attempt history per user

How to Use:

Navigate to a training course
Click “Questions” tab to manage quiz questions
Add questions with multiple choice answers
Mark the correct answer for each question
Users will see quizzes when taking courses
Quiz scores are tracked and displayed in progress reports

Company-Scoped Training Courses

Enable training courses at the company level, allowing you to provide company-specific training content while maintaining tenant-wide course libraries. Key Features:

Per-Company Courses: Enable courses for specific companies only
Tenant-Wide Courses: Continue to support tenant-wide course enablement
Dual Scoping: Mix tenant-wide and company-specific courses in your training library
Company Filtering: Filter courses by company scope in the training manager
Flexible Enrollment: Enroll users in company-specific or tenant-wide courses

How It Works:

When enabling a course, choose “Tenant-wide” or select specific companies
Company-scoped courses only appear for users in those companies
Tenant-wide courses appear for all users
Course enablement interface supports both scoping options

Training Email Reminders

Automated email reminder system for training enrollments, helping ensure users complete their assigned training. Key Features:

Individual Reminders: Send training reminders to individual users
Bulk Reminders: Send reminders to multiple users at once from the enrollments page
Customizable Templates: Email templates with course information and direct links
Reminder Management: Track and manage training reminder emails

Email Features:

Professional email templates
Course information and links
User-friendly reminder content
Bulk sending capabilities

How to Use:

Navigate to Training → Enrollments
Select one or more enrollments
Click “Send Reminders” from the bulk actions menu
Emails are sent automatically with course details and links

Enhanced Training Enrollment Management

Improved enrollment management with bulk actions and enhanced filtering capabilities. Key Features:

Bulk Actions: Select multiple enrollments and perform actions in bulk
Bulk Reminders: Send training reminders to multiple users at once
Bulk Certificate Generation: Generate certificates for multiple completed enrollments
Enhanced Filtering: Filter enrollments by status, course, user, company, and more
Improved Sorting: Better sorting options for enrollment lists

October 31, 2025

Major Performance Enhancements

We’ve implemented significant performance optimizations across the platform to improve speed and responsiveness, especially for large datasets. Improved Speed:

Faster page loading across all modules
Smooth scrolling for large lists
Instant search and filtering

Pages with Performance Improvements:

Compliance checks list now loads 3-5x faster
Tickets page handles thousands of tickets smoothly
Devices page loads instantly
Goals and Training pages with improved performance

Surveys Module Enhancements

Comprehensive improvements to survey response management with better visualization and bulk operations. Key Features:

Bulk Response Management: Select multiple responses, apply filters, and perform actions on entire groups
- New bulk action toolbar with keyboard shortcuts
- Multi-select with checkboxes
- Bulk delete, export, or categorize responses
Enhanced Question Cards: Improved visualization with sentiment analysis badges and mini-bar charts
- Sentiment indicators (Positive, Neutral, Negative) with color coding
- Quick visual feedback on response distribution
- Better handling of text responses vs. choice responses
Response Drawer: Side panel for viewing full response details without leaving the page
Smart Filtering: Filter by date range, response type, sentiment, and more
Empty States: Helpful guidance when no data is available

Survey response management with bulk operations

Workflow Improvements:

Navigate to any survey and view the Responses tab
Use the filter bar to narrow down responses by criteria
Select multiple responses using checkboxes or keyboard shortcuts
Apply bulk actions or view individual response details in the drawer

Compliance Module Optimizations

Significant performance and UX improvements to the compliance system. Key Improvements:

Instant page transitions even with thousands of compliance checks
Smooth infinite scroll experience
Added notes count and file count to compliance check listings for better visibility
Faster filtering and search across compliance checks

Bug Fixes & Quality Improvements

Compliance:

Fixed autosave reliability in compliance check editor to prevent data loss
Improved dialog interactions for better user experience
Enhanced permission checking for multi-company environments

Meetings:

Optimized agenda item delete operations for faster performance
Better handling of meeting attachments and external links

Planner:

Improved bulk operations for planner templates
Enhanced selection dialog with better UX and keyboard navigation

Tickets:

Optimized ticket category and display group management
Better PSA settings synchronization
Improved Autotask ticket details panel rendering

User Management:

Faster role management
Better content loading in user settings pages
Enhanced role assignment workflow

Reporting Enhancements

New Reporting Blocks:

Enhanced ticket analytics blocks with better visualization
Improved M365 Secure Score reporting blocks
Training enrollment and progress tracking blocks
Budget detail blocks with expanded metrics
Device warranty timeline blocks

Improvements:

Better data visualization across all block types
Faster report loading
Enhanced customization options for reports
Improved PDF export quality

October 24, 2025

External Resources Module

Embed and manage external applications directly within MSPortal.ai, providing your clients with seamless access to third-party tools without leaving the platform. Key Features:

Embed External Applications: Display external applications directly within the platform
Role-Based Access: Control which user roles can access each external resource
Per-Company URL Overrides: Different companies can access different instances of the same resource (e.g., separate Bitwarden vaults)
Bulk Operations: Manage multiple external resources at once - delete, disable, or update permissions in bulk
Company-Specific URLs: Override the default URL for specific companies while maintaining the same resource configuration

External Resources management interface with bulk actions

How It Works:

Navigate to Settings → External Resources
Create a new external resource with a name, URL, and icon
Assign roles that should have access
Optionally configure company-specific URL overrides for multi-instance tools
The resource appears in the main navigation for authorized users

Common Use Cases:

Automation Forms: Rewst Forms, Pia Forms - Embed intake forms directly in the portal
Dashboards: BrightGauge, MSPBots - Display metrics and KPIs for clients
Documentation Wikis: ITGlue (MyGlue), Hudu, Confluence - Seamless access to documentation
Custom Apps: Any client-specific portals and internal SaaS tools

Meeting Summary Email Workflow

Transform your meeting notes into professional email summaries with AI assistance and send them directly to participants. Key Features:

AI-Generated Summaries: Automatically generate meeting summaries from your agenda items, notes, and action items
Smart Recipient Management: Pre-populated with meeting participants, easily add/remove recipients
Rich Text Editing: Full rich-text editor with formatting, lists, and styling options
Preview & Edit: Review and customize the AI-generated content before sending
Integrated with M365: Sends via your configured Microsoft 365 integration
Action Item Tracking: Automatically includes action items and next steps from the meeting

Workflow:

After completing a meeting, click “Send Summary”
AI generates a professional summary including key discussion points and action items
Review participants and add additional recipients if needed
Edit the summary content using the rich text editor
Send directly from MSPortal.ai - appears in your Sent Items folder

ConnectWise Configuration Import

Import and map device configurations from ConnectWise Manage to streamline device tracking and warranty management. Key Features:

Configuration Type Mapping: View all configuration types from ConnectWise and map them to MSPortal.ai device types
Visual Mapping Interface: Clear UI showing ConnectWise types on the left, MSPortal.ai device types on the right
Bulk Import Preview: See exactly what will be imported before committing changes
Staged Import Process: Map configurations in stages, allowing you to organize complex device inventories
Smart Defaults: Common configuration types (Server, Workstation, Laptop) are auto-mapped when possible
Integration Status Tracking: Real-time feedback on import progress and completion status

How to Use:

Navigate to Settings → Integrations → ConnectWise
Click “Import Configurations” to view unmapped configuration types
For each ConnectWise configuration type, select the corresponding MSPortal.ai device type
Review the import preview showing how many devices will be created
Click “Import” to complete the mapping

Compliance Bulk Generation Improvements

Significantly enhanced the bulk compliance check generation system with better reliability, progress tracking, and error recovery. Key Improvements:

Real-Time Progress: See progress updates as compliance checks are created
Live Progress Indicators: Visual progress bar showing which check is being generated
Automatic Retry: Failed generations are automatically retried before being marked as failed
Pending Review Workflow: Generated checks are marked as “pending-review” and can be bulk-approved after review
Bulk Approval Dialog: Review and approve multiple generated checks at once with a streamlined interface
Enhanced Error Handling: Clear error messages and recovery options when generation fails

New Workflow:

Navigate to Settings → Compliance → Checks
Click “Bulk Generate with AI”
Enter your requirements (e.g., “NIST 800-171 controls for healthcare”)
Watch real-time progress as checks are generated
Review the “Pending Review” banner showing how many checks need approval
Click “Review Pending Checks” to bulk approve or edit generated checks

Bug Fixes & Quality Improvements

Fixed compliance dialog autosave to reliably save changes without data loss
Improved planner template management with better bulk operations
Enhanced text editor extensions with better formatting support
Fixed calendar meeting agenda view layout and styling
Improved device warranty timeline block data handling
Better error handling in ConnectWise ticket sync
Fixed presentation layout styling for meeting slides
Updated dependencies for security and stability

October 17, 2025

Add to Meeting across all modules: Universal “Add to Meeting” functionality lets you link items from Compliance, Goals, Devices, Planner, Tickets, Training, Surveys, and M365 Secure Score directly to meeting agendas for streamlined QBR preparation.
Learning Paths: Create and assign learning paths for your clients. Have a client who needs HIPAA Training? No problem!
Ticket resolution status stepper: Visual configuration UI for tracking ticket lifecycle stages with customizable resolution statuses and progress indicators.
Datto RMM integration: Import and monitor devices from Datto RMM with site mapping and automated sync capabilities.
Improved planner templates: Enhanced template management with better bulk operations and company-specific template support.

October 10, 2025

Client Home page: New simplified home view for client users showing their tickets, team members, and assigned training courses in one place—perfect for end-user portals.
Compliance system performance upgrade: Significantly improved performance for large numbers of compliance checks with faster loading and updates.
Enhanced impersonation support: Full impersonation capability extended to the Home page, allowing MSPs to view the exact client experience.
Ticket performance improvements: Faster ticket list loading and improved refresh behavior.
Multiple UI polish improvements: Fixed ticket modal interactions, improved budget status handling, enhanced compliance filtering, and better dark mode support.

October 3, 2025

Autotask PSA integration: Full ticket sync with standardized interface, custom field handling, and new sync functions for invoices, opportunities, products, projects, and ticket notes.
ConnectWise Asio integration: Sync companies, devices, network devices, and tickets with device import mapping tool.
Reporting system enhancements: Multi-page layout support with smart drag preview, intelligent snap positioning, and new analytics blocks including ticket analytics, M365 secure score blocks, training tracking, budget details, and planner summaries.
Budget management improvements: Bulk status updates for budget line items and enhanced PDF export with optimized print layouts.
Report PDF exports: Export custom reports to PDF with all configured blocks and data visualizations.
Enhanced mobile & tablet support: Improved responsive design across all modules for better viewing on mobile and tablet devices.
Integration settings improvements: New slide-over drawer design for managing PSA integrations.
Improved tickets filtering: Enhanced filter options with dark mode support and better scoping for tenant/company visibility.
Survey analysis system: AI-powered sentiment analysis with automated daily processing and detailed survey insights.
Custom domain branding: Simplified signin flow for white-label deployments.
Central SSO relay: Unified authentication flow supporting custom domains.

September 26, 2025

Custom branding for white-label usage: Upload your branding to fully white-label client-facing views.
Instant custom domains: Configure custom domains without waiting. Supports unlimited domains with no need to provision separate SSO apps per domain.
Autotask integration: Sync Tickets, Devices, Products, and Companies for a unified view.
ConnectWise Asio integration: Ingest Devices, Network Devices, Companies, and Sites with mapping.
Bulk creation of Compliance Checks with AI: Create many checks at once from high-level prompts; AI fills details and categories.

September 19, 2025

Syncro integration: Sync Tickets, Devices, Products, and Companies.
Meeting presentation view (v1): Build a clean agenda combining Budget, Planner items, Tickets, Reports, and custom notes, optimized for on-screen presentation.
Fewer clicks for Compliance and Meetings: Streamlined navigation and actions to reduce meeting prep time.
Microsoft 365 Secure Score reporting: View Secure Score, push findings into the Planner, and get AI summaries when multiple checks are added.

Automated Planner Summaries with Microsoft 365 integration

Parent–Child company relationships: Delegate management from a parent company across all child companies.
Restricted client visibility: Limit vCIOs and Technicians to only the clients they’re assigned.

September 12, 2025

Meraki integration: Pull device and network insights from Cisco Meraki.
Planner Analytics page: Measure plan completion, on-time delivery, and trends.

Planner Analytics dashboard showing completion metrics and trends

Net Promoter Score (NPS) surveys: Capture client sentiment with lightweight NPS campaigns.

Updates

Documentation Index

​May 15, 2026

​Ticket Trends: Executive-First AI Analysis

​Budgets: Excel Export

​Coming Soon (Next 2 Weeks)

​May 8, 2026

​Embedded Ticket Templates

​Compliance Schedules: Targeting and Cadence Rebuild

​Compliance Check Management Upgrades

​Per-Company-Type Ticketing Defaults

​Standards (Renamed from Tool Stack)

​Block Auto-Import After Deleting a Company

​Budget Forecast Now Pulls Real Numbers from Planner

​Microsoft 365 License Groups

​Compliance Group Memberships Round-Trip Through CSV

​Add to Budget Preserves Recurrence

​Run Compliance Checks: Clearer Scope and Approved-Only Notice

​Improvements

​May 1, 2026

​Customer Satisfaction (CSAT)

​Microsoft 365 Users

​Quarterly Roadmap Reporting Block

​Users List Reporting Block

​Unified Company Mapping

​Unified Company Types (replaces Groups)

​Restrict Ticket Templates by Type, Industry, or Market

​Compliance Ticket Defaults

​Easier-to-Read Ticket Notes

​Smart Review Links After Surveys

​Per-Company Auto-Import Role

​Project Agenda View in Meetings

​NPS Low-Score Alerts

​Import Opportunities into Planner

​Improvements

​April 24, 2026

​Automation Updates

​Smarter Financial Revenue Classification

​Improvements

​April 20, 2026

​Reporting Block Refresh

​Improvements

​April 17, 2026

​Per-Tenant Brand Colors

​Automation Rules: A Smarter, Cleaner Wizard

​Surveys: Granular Permissions, Inline Editing, and Automation

​Hide Items From Company Users (Behind-the-Scenes Mode)

​MSP-Only Dashboards

​Auto-Map Halo and Autotask Contact Types to Team Roles

​Onboarding Portal Countdowns and Custom Dates

​Liongard Documentation Visibility Rules

​Duplicate Role

​April 14, 2026

​Permissions Cleanup and Granular Ticket Write Controls

​April 10, 2026

​Client Onboarding: PSA Integration

​Halo PSA Project Sync Improvements

​Ticket Trends (AI-Powered Analysis)

​Bug Fixes & Improvements

​April 3, 2026

​Addigy Integration (Beta)

​Device Detail Panel

​Liongard Device Tab

​Liongard Inspectors in Documentation

​Compliance Metrics Tab

​Autotask Sync Improvements

​Halo PSA Improvements

​Bug Fixes & Improvements

​March 27, 2026

​Liongard Compliance Metrics with Custom Rules

​Security Dashboard & EDR Incidents

​NinjaOne Backup Support

​Bug Fixes

​Bulk Company Creation in Integration Wizards

​Documentation: Folder Navigation & ITGlue Folder Import

​Integration Card Quick Links

​Improved Liongard Device Matching

​Bug Fixes & Improvements

​March 20, 2026

​Redesigned Meeting Presentation Mode

May 15, 2026

Ticket Trends: Executive-First AI Analysis

Budgets: Excel Export

Coming Soon (Next 2 Weeks)

May 8, 2026

Embedded Ticket Templates

Compliance Schedules: Targeting and Cadence Rebuild

Compliance Check Management Upgrades

Per-Company-Type Ticketing Defaults

Standards (Renamed from Tool Stack)

Block Auto-Import After Deleting a Company

Budget Forecast Now Pulls Real Numbers from Planner

Microsoft 365 License Groups

Compliance Group Memberships Round-Trip Through CSV

Add to Budget Preserves Recurrence

Run Compliance Checks: Clearer Scope and Approved-Only Notice

Improvements

May 1, 2026

Customer Satisfaction (CSAT)

Microsoft 365 Users

Quarterly Roadmap Reporting Block

Users List Reporting Block

Unified Company Mapping

Unified Company Types (replaces Groups)

Restrict Ticket Templates by Type, Industry, or Market

Compliance Ticket Defaults

Easier-to-Read Ticket Notes

Smart Review Links After Surveys

Per-Company Auto-Import Role

Project Agenda View in Meetings

NPS Low-Score Alerts

Import Opportunities into Planner

Improvements

April 24, 2026

Automation Updates

Smarter Financial Revenue Classification

Improvements

April 20, 2026

Reporting Block Refresh

Improvements

April 17, 2026

Per-Tenant Brand Colors

Automation Rules: A Smarter, Cleaner Wizard

Surveys: Granular Permissions, Inline Editing, and Automation

Hide Items From Company Users (Behind-the-Scenes Mode)

MSP-Only Dashboards

Auto-Map Halo and Autotask Contact Types to Team Roles

Onboarding Portal Countdowns and Custom Dates

Liongard Documentation Visibility Rules

Duplicate Role

April 14, 2026

Permissions Cleanup and Granular Ticket Write Controls

April 10, 2026

Client Onboarding: PSA Integration

Halo PSA Project Sync Improvements

Ticket Trends (AI-Powered Analysis)

Bug Fixes & Improvements

April 3, 2026

Addigy Integration (Beta)

Device Detail Panel

Liongard Device Tab

Liongard Inspectors in Documentation

Compliance Metrics Tab

Autotask Sync Improvements

Halo PSA Improvements

Bug Fixes & Improvements

March 27, 2026

Liongard Compliance Metrics with Custom Rules

Security Dashboard & EDR Incidents

NinjaOne Backup Support

Bug Fixes

Bulk Company Creation in Integration Wizards

Documentation: Folder Navigation & ITGlue Folder Import

Integration Card Quick Links

Improved Liongard Device Matching

Bug Fixes & Improvements

March 20, 2026

Redesigned Meeting Presentation Mode

Location-Scoped Dashboard Visibility

ConnectWise User Type Permissions Mapping