> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Onboarding

> Guide new clients through structured onboarding workflows with branded portals, task tracking, and automated communication

The Client Onboarding module provides a complete system for onboarding new clients to your MSP. Build reusable templates, launch branded portals for each company, and track every step of the process — from initial discovery through full deployment.

## Overview

Client onboarding in MSPortal works in three layers:

1. **Templates** — Reusable blueprints that define your onboarding process (phases, tasks, documents, surveys, approvals)
2. **Portals** — Active instances of templates launched for a specific company, with their own contacts, progress, and timeline
3. **Client Portal** — A branded, secure experience where clients complete tasks, upload documents, sign agreements, and track progress

<CardGroup cols={2}>
  <Card title="Templates" icon="copy" href="/user-guides/client-onboarding/templates">
    Build reusable onboarding blueprints with phases, tasks, and automation
  </Card>

  <Card title="Client Pages" icon="book-open" href="/user-guides/client-onboarding/pages">
    Reusable client-facing reference pages, shared with your Documentation Hub
  </Card>

  <Card title="Onboarding Forms" icon="clipboard-list" href="/user-guides/client-onboarding/forms">
    Structured forms with typed fields and optional Hudu / IT Glue mapping
  </Card>

  <Card title="Managing Portals" icon="bars-progress" href="/user-guides/client-onboarding/managing-portals">
    Launch portals, track progress, and manage the onboarding lifecycle
  </Card>

  <Card title="Client Portal" icon="browser" href="/user-guides/client-onboarding/client-portal">
    What your clients see and how they interact with their portal
  </Card>
</CardGroup>

## Key Features

<CardGroup cols={2}>
  <Card title="10 Task Types" icon="list-check">
    Standard tasks, meetings, document uploads, digital signatures, credential handoff, secure file drops, training, forms, approvals, and checklists
  </Card>

  <Card title="AI Template Designer" icon="wand-magic-sparkles">
    Describe your onboarding process in plain language and AI generates a complete template with phases and tasks
  </Card>

  <Card title="Reusable Forms" icon="clipboard-list">
    Build structured forms once with typed fields, and map answers into Hudu or IT Glue
  </Card>

  <Card title="Client Pages" icon="book-open">
    Share reusable reference pages in the portal, unified with your Documentation Hub
  </Card>

  <Card title="Branded Client Portal" icon="palette">
    Custom logo, accent color, and welcome message — clients access via secure link with no account required
  </Card>

  <Card title="PSA Project Integration" icon="diagram-project">
    Link portals to PSA projects, create tickets from tasks, and log time — with configurable defaults
  </Card>

  <Card title="Activity Feed" icon="timeline">
    Complete audit trail of every portal event with search and filtering
  </Card>

  <Card title="Communication Tools" icon="envelope">
    Send task summaries and reminders, hold task comment threads, and let clients ask questions from their portal
  </Card>

  <Card title="Dashboard Integration" icon="gauge">
    Active onboarding banner and personal task queue on your MSP dashboard
  </Card>
</CardGroup>

## Getting Started

<Steps>
  <Step title="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.
  </Step>

  <Step title="Create a Template">
    Go to **Settings > Onboarding > Templates** and click **New Template**. Define your phases, tasks, and evidence requirements. See the [Templates guide](/user-guides/client-onboarding/templates) for details.
  </Step>

  <Step title="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](/user-guides/client-onboarding/managing-portals).
  </Step>

  <Step title="Track Progress">
    Monitor task completion, review documents, and communicate with clients from the company's onboarding tab. Your dashboard also shows active portals and assigned tasks.
  </Step>
</Steps>

## 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      |

<Note>
  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.
</Note>

## Related Resources

<CardGroup cols={2}>
  <Card title="Quick Start" icon="rocket" href="/user-guides/client-onboarding/quick-start">
    Get your first client portal live in under 15 minutes
  </Card>

  <Card title="Templates" icon="copy" href="/user-guides/client-onboarding/templates">
    Build and manage onboarding templates
  </Card>

  <Card title="Client Pages" icon="book-open" href="/user-guides/client-onboarding/pages">
    Reusable client-facing reference pages
  </Card>

  <Card title="Onboarding Forms" icon="clipboard-list" href="/user-guides/client-onboarding/forms">
    Structured forms with field mapping
  </Card>

  <Card title="Managing Portals" icon="bars-progress" href="/user-guides/client-onboarding/managing-portals">
    Launch, track, and complete onboarding portals
  </Card>

  <Card title="Custom Dates" icon="stopwatch" href="/user-guides/client-onboarding/custom-dates">
    Milestone tracking and the portal countdown
  </Card>

  <Card title="Client Portal" icon="browser" href="/user-guides/client-onboarding/client-portal">
    The client-facing portal experience
  </Card>

  <Card title="Settings" icon="gear" href="/user-guides/settings/onboarding">
    Configure onboarding settings
  </Card>
</CardGroup>