Skip to main contentThe 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.
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
Getting Started
Begin managing your companies effectively:
- Review the main dashboard for all company statuses
- Check the Company Audit page to ensure proper setup
- Configure company-specific settings and preferences
- Set up roles and permissions for company users
Available Guides
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
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
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
Need Help?
For assistance with the Company Overview module, contact support@msportal.ai or consult our knowledge base for detailed guides. 
