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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.

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.

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.

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.

Guides for MSP staff

Tabs

Email security checks for client domains

Read a domain’s email security

Open Documentation > Domains and use the company selector to choose your scope. Checks run daily over public DNS without a security integration.
  • Email security shows Passing, Needs attention, Failing, Domain not found or Not checked yet, with SPF, DMARC and DKIM badges beside it. Use the column filter to show one status.
  • Problems lists what to fix, most serious first, for example No DMARC record, DMARC not enforced (p=none) or SPF allows any sender (+all). It leaves out optional records most domains never publish (MTA-STS, TLS-RPT, DNSSEC and BIMI) and a DKIM key that could not be found.
  • Click the status badge to open the detail sheet with every check: SPF, DMARC, DKIM, MTA-STS, TLS-RPT, DNSSEC and BIMI, each with its explanation and DNS record.
  • A star beside the domain name marks the company’s primary domain. Sources and Primary are hidden by default; turn them on under Columns.
DKIM can only be discovered at known mail-provider selectors. Unknown means no key was found at those selectors; it does not prove DKIM is absent or broken.
Documentation Domains with four domains, each showing an Email security status with SPF, DMARC and DKIM badges and a Problems entry such as No DMARC record or DMARC not enforced (p=none).

MSPortal Demo: Email security and Problems for each of a company's domains.

Phone view of Documentation Domains with domain cards showing Email security badges and Problems.

On a phone, each domain is a card with Email security and Problems.

Check domains again

To check one domain now, open its row’s … menu and select Check now. To check several, select their checkboxes and choose Actions (N) > Check email security. One request covers up to 100 domains; with more selected, the action is unavailable. Checking needs write or manage access to documentation domains and active billing. The checks are queued, and the list watches for updated results for two minutes. A failed DNS lookup keeps the previous result.
Documentation Domains with two rows checked and the Actions (2) menu open to Check email security and Create Planner items.

MSPortal Demo: with two domains selected, the Actions menu offers Check email security and Create Planner items.

Create Planner items from the results

You need Write Planner or Manage Planner and active billing.
1

Choose the domains

For one domain, open its row’s … menu and select Create Planner item. For several, select their checkboxes and choose Actions (N) > Create Planner items. Up to 100 domains can be included.
Documentation Domains row menu open with Check now, Create Planner item and Set primary.

The row menu has Check now and Create Planner item.

2

Pick a quarter

The dialog lists each company with its selected domains. Choose the Quarter the work belongs in. The list offers the current quarter and the seven after it. An item in the current quarter is due today; a later quarter’s item is due on that quarter’s first day.
Create Planner item dialog with the Quarter set to Q4 2026 (Oct to Dec) and Scaling Ops listed with mspcheckmate.com and msportal.ai.

One Planner item for Scaling Ops covering its two selected domains.

3

Create the items

Click Create item (or Create N items). A message confirms how many Planner items were created, and a second message says how many could not be created if any failed.
Each company gets one Planner item covering its selected domains. One domain gives an item titled Email security: example.com; several give Email security for N domains. Each domain’s full check result goes in the item’s private notes: its status, mail provider, DMARC enforcement, check date, and every check with its explanation and DNS record. The Planner assistant can read them when you plan the work. Company users cannot write private notes, so the items they create carry the results in the public notes instead. The notes are a copy of the results when the item was created; later checks do not update them. Open the item in Planner to review it or change its type, status and visibility.

Export the domain list

Click Export CSV above the table. The file includes every domain that matches the company selector and your filters, across all pages, including hidden columns. When email security checks are enabled, it adds Email security, SPF, DMARC, DKIM and Problems columns. Problems lists the problems separated by semicolons.
Domain records, Export CSV and the ordinary row actions remain available. Email security, Problems, the row checkboxes, Check now and Create Planner item appear only after the feature is enabled.

Troubleshooting

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.