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Welcome to MSPortal.ai User Guides

These guides provide detailed instructions for using every feature of MSPortal.ai. Whether you’re new to the platform or looking to master advanced features, you’ll find the information you need here.

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Quick Start

Platform Quick Start

New to MSPortal.ai? Start here for a rapid orientation to the platform.

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Planning Modules

Modules for strategic planning and client management:

Company Overview

Dashboard with company health metrics and status overview

Surveys

Create and analyze client satisfaction surveys

Goals

Set and track strategic objectives and action items

Planner

Timeline view for IT roadmap and project planning

Budgets

Financial planning and budget tracking

Calendar

Meeting scheduling and QBR management

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Service Delivery Modules

Modules for day-to-day service operations:

Microsoft 365

M365 security scores and compliance management

Ticketing

Service desk tickets and requests

Compliance

Compliance frameworks and policy tracking

Training

Security awareness training and course management

Devices

Asset management and device inventory

Reporting

Reports and analytics generation

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Administration & Setup

Settings

Configure users, companies, and platform settings

Integrations

Connect PSA tools and external services

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How to Use These Guides

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Guide Structure

Each guide follows a consistent structure:
  1. Overview - What the module does and when to use it
  2. Getting Started - Essential setup and orientation
  3. Common Tasks - Step-by-step procedures for daily operations
  4. Advanced Features - Power user functionality
  5. Troubleshooting - Solutions to common issues

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Finding Information

1

Browse by Module

Select the guide for the module you’re working with from the sidebar or cards above
2

Use Search

Press Ctrl+K (or Cmd+K on Mac) to search for specific topics
3

Check Prerequisites

Review any prerequisites at the start of each procedure
4

Follow Along

Use the step-by-step instructions with screenshots where available

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Need More Help?

Onboarding Checklist

Step-by-step setup checklist for new users

Keyboard Shortcuts

Speed up your workflow with keyboard shortcuts

Support

Contact support for additional assistance

Status Page

Check system status and uptime

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Stay Updated

Documentation is continuously updated as new features are released. Check back regularly for the latest guides and procedures.