Open the dashboard
1
Find the dashboard
Open Dashboards and choose the external dashboard from the dashboard sidebar. A pinned dashboard may also have its own main-sidebar link. If it is missing, ask your MSP to check the company assignment, active status and role access.
2
Check the company
Company users use the URL assigned to their company. MSP staff should select one company when reviewing that company’s dashboard; Global View uses the default URL. Do not treat a multi-company selection as a combined external report.
3
View the external service
Read the embedded dashboard when it loads. If MSPortal displays a blocked or pending message, use Open in New Tab when available. Complete any sign-in required by the external service.
A company needs its own assigned URL. The default URL is not a fallback for an unassigned company. A sidebar pin or default-dashboard setting does not grant access.
Understand the result
Filters and exports
The portal’s internal dashboard date, widget-width and PDF controls do not apply to an external dashboard. Any filtering, printing or downloading inside the external service follows that service’s capabilities and permissions.Related guides
- Read an internal dashboard
- Understand your access
- MSP: Configure external dashboards
- MSP: Assign company URLs
Frequently asked questions
Where do I open an external dashboard?
Where do I open an external dashboard?
Open Dashboards and choose its sidebar entry, or use its pinned main-sidebar link when available.
Why is the dashboard missing for my company?
Why is the dashboard missing for my company?
Ask the MSP to check the dashboard is active, your role is eligible and your company has an assigned URL. Company users do not manage these settings.
Does the default URL work for every company?
Does the default URL work for every company?
No. Company context requires that company’s assigned URL. The default URL is used for MSP global viewing.
Does Company Admin access let me assign dashboards or change user permissions?
Does Company Admin access let me assign dashboards or change user permissions?
No. Ask the MSP to manage dashboard configuration and user permissions.
Why must I sign in again?
Why must I sign in again?
The external service may require its own login and access rights. Signing in to MSPortal does not replace them.
What does frame policy check pending mean?
What does frame policy check pending mean?
The portal does not yet have a completed embedding decision. Use Open in New Tab if available or ask the MSP to run a policy check.
What should I do if embedding is blocked?
What should I do if embedding is blocked?
Use Open in New Tab when offered. The external website controls whether browsers may embed it.
Can Force Allow Embedding bypass the provider’s restrictions?
Can Force Allow Embedding bypass the provider’s restrictions?
No. It only changes the portal’s embedding decision. Browser restrictions and external-service authentication still apply.
Will selecting several companies combine their dashboards?
Will selecting several companies combine their dashboards?
Do not assume that. Select one company to review its assigned external dashboard; multi-company selection is not an external-report aggregation tool.
Can I use the internal dashboard PDF export here?
Can I use the internal dashboard PDF export here?
No. Use export or print controls supplied by the external service, if available. Internal-dashboard PDF and date controls do not operate on external content.
Why is the page blank after the loading spinner disappears?
Why is the page blank after the loading spinner disappears?
The content may still be blocked or unavailable. Ask the MSP to verify the URL and external service; the spinner ending does not confirm successful loading.