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
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.
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)
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.
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
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.
We’ve been building a powerful automation rules engine that will enable you to automate repetitive tasks across MSPortal.ai. The infrastructure is in place with a multi-step wizard editor for creating rules, condition builders, and action configurations. This feature will be enabled for all users soon—stay tuned for the official launch!Preview of Automation Rules capabilities:
Create rules with multiple conditions and actions
Trigger automations based on events like ticket creation, compliance check updates, or scheduled times
Automated notifications and task creation
Server-side search for company selection in rule conditions
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: Upgraded sync functionality with improved incremental sync using cursor tracking for faster and more reliable company data synchronization.
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.
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
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.
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.
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
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
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
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
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
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
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
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
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.
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.
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.
