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Use Settings > Dashboards > External Dashboards to add links to dashboards in other services and decide who sees them. This guide is for MSP staff. Company users should read Open an external dashboard.

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Before you start

  • Open Settings > Dashboards. You need Dashboards access under Settings. Write lets you add and edit items, run Check All Policies, enable and disable items, and set defaults. Deleting items (single or bulk), pinning to the sidebar, Edit Permissions and changing the role checkboxes on an existing item need Manage. Without Write, the row menu and checkboxes are not shown.
  • Adding a link does not connect an API integration or create an account in the external service. Users still sign in to that service themselves.
  • Each Company needs its own URL before its users can open the dashboard. See Assign company URLs.
  • The default URL must start with https://.

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Add an external dashboard

1

Open the tab

Go to Settings > Dashboards and click External Dashboards. Wait for the table to load.
2

Click Add External Item

The Add External Item dialog opens.
3

Enter the basics

Type a Name and an optional Description. Enter the URL with https://. This default URL is only used by MSP staff.
4

Add an icon (optional)

Click Upload Icon and choose a PNG or JPEG image. 32x32 pixels or larger works well. The icon uploads as soon as you pick the file. Click Remove to clear it.
5

Set the order

Enter a Display Order number. Lower numbers appear first.
6

Choose Company Roles

Under Company Roles (Access Control), tick the Company roles that may open it. When you create an item, this section is always shown. Leave every box clear to allow all Company roles. These choices limit Company users only. MSP staff are not limited by them.
7

Click Create

The item is created as active. Reopen it from the table to check the saved URL and roles.
8

Assign company URLs

Open the row’s … > Company URLs and add a URL for each Company that should see it.
The table shows Name, URL, Roles, Frame Policy and Status. Roles reads All roles when none are chosen. Badges mark Default and Sidebar.

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Edit an item

1

Open the dialog

Click the item’s name, or open … > Edit on its row.
2

Change the fields

Editing also shows Active, Pin to Sidebar and, when pinned, a Sidebar Label of up to 30 characters. An inactive item is hidden from the dashboard list. The Company Roles (Access Control) checkboxes are hidden when you edit an item without Manage, so a Write-only user cannot change roles.
3

Click Update

Changes are saved only when you click Update.
After you change a URL, run Check Frame Policy again from the row menu. The old result does not apply to the new URL. Company URLs are saved separately in the Company URLs dialog. An icon uploads when you choose it, so Cancel does not undo an upload.

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Row actions

External dashboard actions for editing, company URLs, frame policy, defaults, sidebar pinning and deletion. Open … on a row. These actions apply as soon as you use them. Clicking the URL in the table opens the external site in a new tab.

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Check embedding

Each external dashboard is shown inside MSPortal in a frame. Some sites refuse to be framed.
1

Run the check

Open … > Check Frame Policy on the row. To check every active item that has no result yet, click Check All Policies at the top of the page.
2

Read Frame Policy

The column shows Not checked, Allowed, Blocked or Force allowed.
3

Test the real link

Open the dashboard as the intended user, with their company, and confirm it loads.
Check All Policies only checks active items with no result yet. Use the row action to recheck one item. The check covers the default URL, not company URLs.

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Change several items

1

Select rows

Tick the checkbox on each item you want to change.
2

Open Actions

Click Actions (n) at the top of the page.
3

Choose an action

Edit Permissions (needs Manage) opens a dialog with Assign Roles (optional). Click Update Permissions to replace the selected items’ roles. Enable and Disable change availability. Delete (needs Manage) asks you to confirm and shows the count. Actions you lack access to are not listed.
Edit Permissions replaces existing roles. It does not add to them. Leave every box clear to allow all roles. Deleting removes the item in MSPortal only, not the dashboard in the external service. To keep the setup for later, disable the item instead.

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Troubleshooting

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Frequently asked questions

No. It creates a link or embedded view. Set up API integrations separately.
A full https:// URL, for the default and for each Company.
All Company roles can open it. The item still needs to be active and the Company needs its own URL.
No. They limit Company users only.
No. It checks active items that have no result yet.
No. It means no blocking header was found on the default URL. Sign-in and company URLs still need a test.
Yes. It clears any other default, internal or external, for the tenant.
No. It removes the link and company assignments in MSPortal.
Active controls availability. A pin only adds a navigation shortcut and grants no access.