Overview
Client onboarding in MSPortal works in three layers:- Templates — Reusable blueprints that define your onboarding process (phases, tasks, documents, surveys, approvals)
- Portals — Active instances of templates launched for a specific company, with their own contacts, progress, and timeline
- Client Portal — A branded, secure experience where clients complete tasks, upload documents, sign agreements, and track progress
Templates
Build reusable onboarding blueprints with phases, tasks, and automation
Managing Portals
Launch portals, track progress, and manage the onboarding lifecycle
Client Portal
What your clients see and how they interact with their portal
Key Features
10 Task Types
Standard tasks, meetings, document uploads, digital signatures, credential handoff, secure file drops, training, surveys, approvals, and checklists
AI Template Designer
Describe your onboarding process in plain language and AI generates a complete template with phases and tasks
Branded Client Portal
Custom logo, accent color, and welcome message — clients access via secure link with no account required
Activity Feed
Complete audit trail of every portal event with search and filtering
Communication Tools
Send task summaries, meeting invitations, and overdue reminders — clients can ask questions directly from their portal
Dashboard Integration
Active onboarding banner and personal task queue on your MSP dashboard
Getting Started
Enable Client Onboarding
Contact your account administrator to enable Client Onboarding for your tenant. Once enabled, the onboarding settings and features become available across your tenant.
Create a Template
Go to Settings > Onboarding > Templates and click New Template. Define your phases, tasks, and evidence requirements. See the Templates guide for details.
Launch a Portal
Open a company page, click the Onboarding tab, and click Start Onboarding. Select a template, add client contacts, and activate the portal. See Managing Portals.
Permissions
| Permission | Capability |
|---|---|
read_settings_onboarding | View onboarding templates and portals |
write_settings_onboarding | Create and manage templates, launch and manage portals |
manage_settings_onboarding | Full administrative access to onboarding settings |
Client onboarding must be enabled at the tenant level before the feature appears in settings and company pages. Contact your account administrator to enable it.