Key Features
Articles
Browse knowledge base articles and runbooks with folder navigation and company filtering.
Assets
View IT asset inventories organized by layout type (servers, laptops, printers, etc.).
Passwords
Securely reveal shared passwords with auto-hide timeout and copy-to-clipboard support.
Procedures
Access step-by-step procedures and runbooks with completion tracking.
Prerequisites
- An active Hudu or IT Glue integration
- Appropriate user permissions for each tab
- For Passwords: password sharing must be enabled in the integration settings, and the user must have the
read_documentation_passwordspermission
Accessing Documentation
Click Documentation in the sidebar. The page displays tabs based on your active integrations and permissions.Articles
The Articles tab displays knowledge base articles synced from your documentation provider.| Column | Description |
|---|---|
| Name | Article title (click to view full article) |
| Folder | The folder the article belongs to |
| Company | Which company the article is scoped to |
| Updated | When the article was last modified |
Folder Navigation
A folder tree sidebar on the left lets you browse articles by folder hierarchy:- Click any folder to filter articles to that folder
- Click All Articles to clear the folder filter and see everything
- Folders are sorted alphabetically with nested sub-folders
Searching
Use the search bar to find articles by name. Combine with folder filtering and the company selector to narrow results.Assets
The Assets tab displays IT asset records organized by asset layout type.| Column | Description |
|---|---|
| Name | Asset name (click to view full details) |
| Company | Which company owns the asset |
| Manufacturer | Device manufacturer |
| Model | Device model |
| Serial | Serial number |
| Updated | When the asset was last modified |
Asset Layout Sidebar
A sidebar on the left organizes assets by layout type (e.g., Servers, Laptops, Printers, Phones). Each layout shows an icon and count badge. Click a layout to filter to that asset type.Passwords
The Passwords tab provides secure access to shared passwords from your documentation provider.| Column | Description |
|---|---|
| Name | Password entry name |
| Username | Login username (with copy button) |
| Company | Which company the password belongs to |
| Folder | The folder the password is organized under |
| URL | Login URL (opens in new tab) |
| Password | Masked password with reveal button |
Revealing Passwords
Click Reveal
Click the Reveal button next to any password entry. The password is fetched live from your documentation provider.
View or Copy
Once revealed, use the eye icon to toggle visibility and the copy icon to copy the password to your clipboard.
Passwords are never stored in MSPortal. They are fetched on-demand from Hudu or IT Glue each time you click Reveal.
Procedures
The Procedures tab displays step-by-step runbooks and checklists synced from your documentation provider.| Column | Description |
|---|---|
| Name | Procedure name (click to view) |
| Folder | The folder the procedure belongs to |
| Company | Which company the procedure is scoped to |
| Updated | When the procedure was last modified |
| Progress | Completion percentage bar |
Inspectors (Liongard)
When a Liongard integration is active, an Inspectors tab appears showing configuration audit data from Liongard for all non-device inspector types. Device-level inspectors (like Windows Workstation) appear on individual devices in the Devices module instead. This tab is designed for browsing cloud and infrastructure inspectors such as Active Directory, Microsoft 365, Google Workspace, firewalls, DNS providers, and backup systems that audit a service or environment rather than a single device.Browsing by Inspector Type
A sidebar on the left lists all non-device inspector types discovered in your Liongard instance (e.g., Active Directory, Microsoft 365, Firewall, Duo, AWS). Each type shows a count of how many systems use it. Click an inspector type to see all systems of that type in the main area.System List
The system list shows:| Column | Description |
|---|---|
| System Name | The inspected system name (click for details) |
| Company | Which company the system belongs to |
| Last Inspected | When Liongard last audited this system |
| Status | Active or inactive |
System Detail View
Click any system to see its full configuration audit data:- Summary Cards: Pass, fail, and warning counts with clickable filtering
- System Overview: System name, environment, inspector type, and last inspection timestamp
- Security Metrics: Dedicated section for security-related checks (firewall, encryption, MFA, antivirus)
- Inspected Metrics: All other configuration metrics with current values and pass/fail/warning status
- Recent Changes: Configuration change detections with inline diffs showing what was added or removed
Inspector types that are mapped as device types in your integration settings appear on the Devices page instead of here. This keeps the Inspectors tab focused on cloud and infrastructure audits.
Company Filtering
All tabs respect the company selector in the header. Select a specific company to see only that company’s articles, assets, passwords, procedures, and inspectors.Related Resources
- Hudu Integration - Set up Hudu as your documentation provider
- IT Glue Integration - Set up IT Glue as your documentation provider
- Liongard Integration - Set up Liongard for the Inspectors tab
- Liongard Compliance Metrics - Link inspector metrics to compliance checks
- Devices Module - View Liongard data on individual devices