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Each company needs its own URL before its users can open an external dashboard. This guide is for MSP staff with Dashboards access under Settings. Adding and editing URLs needs Write. Removing a URL needs Manage.

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Before you start

  • Add the external dashboard first. See Configure external dashboards.
  • Company users always use their company’s URL. A company with no URL never falls back to the default URL, and the dashboard is hidden from it. The default URL is used for MSP staff in Global View.
  • Every URL must start with https://. MSPortal rejects anything else with URL must start with https://.

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Add a company URL

1

Open Company URLs

Go to Settings > Dashboards > External Dashboards. On the item’s row, open … > Company URLs. The Company-Specific URLs dialog opens.
2

Choose the company

Under Add Manually, pick a company in Company. The list shows only companies that do not have a URL for this item yet.
3

Enter the URL

Type the company’s https:// dashboard address in URL.
4

Click Add Company URL

The URL is saved at once and appears under Assigned URLs.
5

Test it

Open the dashboard with that company selected, or as a user of that company, and confirm it loads. The embedding check covers the default URL only, so test each company URL yourself.
Add Manually form with Company selector and company-specific dashboard URL. The image shows the Add Manually form before a company and URL are entered.

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Edit or remove an assignment

1

Find the company

The right side lists Assigned URLs (n). Use Filter by company or URL… to narrow it.
2

Edit the URL

Click the pencil icon, change the URL, then click the check mark to save. The X cancels the edit.
3

Or remove the assignment

Click the trash icon. It needs Manage on Dashboards under Settings, so users with only Write do not see it. The assignment is removed at once with no confirmation. That company no longer sees the dashboard.
Removing a URL does not delete the company or the dashboard in the external service. Close only closes the dialog. It does not undo saved changes. To restore a removed assignment, add the company and URL again.

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Import and export with CSV

The dialog works on one external item at a time.
1

Export the current list

Click Export CSV above the list. Choose Export Current (n) for assigned URLs only. Choose Export All Companies (n) for every company, with a blank URL for those not assigned. The filter box does not narrow either export.
2

Edit the file

Keep the header "Company Name","URL". Put both values in double quotes, one company per line. Match the company’s name. Use https:// addresses. A row that does not use https:// is not imported.
3

Upload it

Under Import from CSV, click Upload CSV and choose the file. It processes as soon as you pick it. There is no preview.
4

Read the result

A message reports how many rows were added, updated, skipped or not imported. If any row failed, a red Rows not imported (n) list appears in the dialog. Each entry starts with the row number in your file, counting the header as row 1, for example Row 4: the URL for Contoso must start with https://. Fix those rows and upload the file again. Open Assigned URLs to check the actual result.
The import matches company names without regard to case. It skips rows with a blank URL and rows whose URL has not changed. Blank rows never remove an assignment. Use the trash icon for that. Rows are saved one at a time, so some can save while others fail. A failed import does not roll back rows that already saved. For a company name that contains a quotation mark, or when two companies share a name, add the URL manually.

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Troubleshooting

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Frequently asked questions

Settings > Dashboards > External Dashboards, then the item’s … > Company URLs.
No. Each company needs its own URL. The default URL is for MSP staff.
Yes. Close is not an undo.
No. The trash icon removes it right away.
No. It only creates a list. Blank rows do nothing when you import them.
No. Choosing the file starts the import and saves valid rows.
No. Ask the MSP.