Made by Kevin Hubbard with Scribe
- When you create a new MSPortal account. You will log in and be able to go to compliance and quickly see.
That we have created a checklist for you to follow to set up your company.
Click “Configure Billing Information” as an example
- Here you can come in and click on each thing that you must do and follow along. Put your notes in and work through it.
This also will get you used to how to use the compliance section. Review the how to Check section to see how to complete the step.
After you complete the check, you can put some notes in, update the status
- Which will automatically save. So you can just close it
- You’ll see here now marked as compliant, you can continue down the list.
- But you can also always just click the right or left arrow at the top and it will take you to the next one so you can update and then continue.
