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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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Module Guides

Learn how to use each major module of MSPortal.ai:

Company Overview

Monitor company health and performance metrics

Surveys

Create and analyze client satisfaction surveys

Goals

Set and track strategic objectives

Planner

Manage your timeline and schedule

Budgets

Track and manage client budgets

Calendar

Schedule and coordinate activities

Microsoft 365

Manage M365 security and compliance

Ticketing

Handle service requests and incidents

Compliance

Manage compliance requirements

Devices

Track and manage client devices

Reporting

Create and share insightful reports

Settings

Configure your platform

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Administration & Setup

Administrator Guide

Platform administration and user management

Integrations Setup

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. Getting Started - Essential setup and orientation
  2. Common Tasks - Step-by-step procedures for daily operations
  3. Advanced Features - Power user functionality
  4. Troubleshooting - Solutions to common issues
  5. Best Practices - Tips for optimal use
  6. FAQs - Answers to frequent questions

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Finding Information

1

Browse by Module

Select the guide for the module you’re working with
2

Use Search

Use the search bar to find specific procedures or features
3

Follow Prerequisites

Check prerequisites at the start of each procedure
4

Try Examples

Follow along with real-world examples

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Need More Help?

Module Documentation

Technical documentation for each module

API Reference

Developer documentation for integrations

Support

Contact support for additional assistance

Community

Join the MSP Checkmate community

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Contributing to Documentation

Found an error or have a suggestion? We welcome contributions to improve our documentation:
  • Report issues in the documentation
  • Suggest new guides or topics
  • Submit corrections or clarifications
  • Share your use cases and examples

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Stay Updated

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