The Company Overview module provides a comprehensive view of all companies within your MSPortal.ai tenant, offering insights into company health, setup status, and key performance indicators.

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Key Features

  • Company Dashboard - View all companies at a glance with key metrics
  • Health Monitoring - Track company setup completion and operational status
  • Audit Tracking - Monitor compliance and configuration requirements
  • Quick Actions - Access frequently used company management tasks
  • Multi-Company Support - Manage multiple companies from a single interface

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Getting Started

Begin managing your companies effectively:
  1. Review the main dashboard for all company statuses
  2. Check the Company Audit page to ensure proper setup
  3. Configure company-specific settings and preferences
  4. Set up roles and permissions for company users

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Available Guides

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Common Tasks

  • Adding a New Company - Set up new companies in your tenant
  • Company Configuration - Customize settings for each company
  • User Assignment - Assign users to specific companies
  • Status Monitoring - Track setup completion and health metrics
  • QBR Scheduling - Manage Quarterly Business Reviews

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Dashboard Metrics

The Company Overview dashboard displays:
  • Setup Status - Visual indicator of configuration completion
  • Active Users - Number of users currently active
  • Compliance Status - Current compliance standing
  • Device Count - Total managed devices
  • Location Count - Number of configured locations
  • Recent Activity - Latest actions and updates

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Best Practices

  • Regular Audits - Review the audit page weekly to maintain company health
  • Complete Setup - Ensure all companies meet setup requirements
  • Documentation - Keep company information up to date
  • Access Control - Regularly review user roles and permissions

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Need Help?

For assistance with the Company Overview module, contact support@msportal.ai or consult our knowledge base for detailed guides.