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Documentation brings together the resources your MSP shares with you. It holds portal pages and uploaded files, records shared from Hudu or IT Glue, and an optional resource hub. Your role, your company scope, and your MSP’s sharing settings decide what you see.

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Before you start

  • You need Documentation read access. Passwords and Domains need their own permissions.
  • Portal pages, uploaded files, and the Hub do not need Hudu or IT Glue. Assets, Configurations, Passwords, and Procedures need a connected provider.
  • Your MSP chooses what is shared. See Understand your role and company access.

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Open Documentation

1

Open the module

Click Documentation in the sidebar.
2

Check the company selector

Choose the company whose documentation you want. Changing it resets the current folder and filters.
3

Pick a tab

Click a tab in the page header. Only the tabs that apply to you appear. See the table below.
Yes. You can add files or link to files in MSPortal. MSP staff use the Documentation Hub to give clients one place for files, documents, folders, and useful links.
1

Upload the file

Open Documentation > Documents, click Upload, and add the file.
2

Add it to the Hub

In Settings > Documentation > Hub, click + in Featured or a section, choose Document, pick the file, and click Add resource.
3

Link to a file stored elsewhere instead

Choose Link, enter a Link title, paste the file’s sharing URL, and click Add resource. The file stays in its own service, which still controls who can open it.
The full steps are in Add files and links to the Documentation Hub.

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Guides for everyone

Find and read documents

Search folders, read pages, preview files, and download attachments.

Use the resource hub

Browse the documents, folders, and links your MSP has organized.

Use shared passwords

Reveal or copy credentials shared with your account.

View IT records and procedures

Read shared assets, configurations, procedures, and inspection results.

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Guides for MSP staff

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Tabs

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Troubleshooting

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Frequently asked questions

Tabs depend on connected providers, sharing settings, and your permissions. Ask your MSP about the resource you need.
No. Passwords need a separate permission and password sharing turned on.
No. The MSP manages pages, uploads, folders, and sharing. Company users read what is shared with them.
Give your MSP the document title, the company, and the correction. Provider records may need a change in Hudu, IT Glue, or Liongard.