> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# User Guides

> Step-by-step guides for using MSPortal.ai effectively

## 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.

## Quick Start

<Card title="Platform Quick Start" icon="rocket" href="/user-guides/getting-started/quick-start">
  New to MSPortal.ai? Start here for a rapid orientation to the platform.
</Card>

## Planning Modules

Modules for strategic planning and client management:

<CardGroup cols={2}>
  <Card title="Company Overview" icon="house" href="/user-guides/company-overview/index">
    Dashboard with company health metrics and status overview
  </Card>

  <Card title="Surveys" icon="clipboard-list" href="/user-guides/surveys/index">
    Create and analyze client satisfaction surveys
  </Card>

  <Card title="Goals" icon="bullseye" href="/user-guides/goals/index">
    Set and track strategic objectives and action items
  </Card>

  <Card title="Planner" icon="calendar" href="/user-guides/planner/index">
    Timeline view for IT roadmap and project planning
  </Card>

  <Card title="Budgets" icon="landmark" href="/user-guides/budgets/index">
    Financial planning and budget tracking
  </Card>

  <Card title="Calendar" icon="calendar-days" href="/user-guides/calendar/index">
    Meeting scheduling and QBR management
  </Card>
</CardGroup>

## Service Delivery Modules

Modules for day-to-day service operations:

<CardGroup cols={2}>
  <Card title="Microsoft 365" icon="laptop" href="/user-guides/microsoft-365/index">
    M365 security scores and compliance management
  </Card>

  <Card title="Ticketing" icon="ticket" href="/user-guides/ticketing/index">
    Service desk tickets and requests
  </Card>

  <Card title="Compliance" icon="shield-check" href="/user-guides/compliance/index">
    Compliance frameworks and policy tracking
  </Card>

  <Card title="Training" icon="book-open" href="/user-guides/training/index">
    Security awareness training and course management
  </Card>

  <Card title="Devices" icon="laptop" href="/user-guides/devices/index">
    Asset management and device inventory
  </Card>

  <Card title="Reporting" icon="chart-bar" href="/user-guides/reporting/index">
    Reports and analytics generation
  </Card>
</CardGroup>

## Administration & Setup

<CardGroup cols={2}>
  <Card title="Settings" icon="gear" href="/user-guides/settings/index">
    Configure users, companies, and platform settings
  </Card>

  <Card title="Integrations" icon="plug" href="/user-guides/integrations/index">
    Connect PSA tools and external services
  </Card>
</CardGroup>

## How to Use These Guides

### 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

### Finding Information

<Steps>
  <Step title="Browse by Module">
    Select the guide for the module you're working with from the sidebar or cards above
  </Step>

  <Step title="Use Search">
    Press `Ctrl+K` (or `Cmd+K` on Mac) to search for specific topics
  </Step>

  <Step title="Check Prerequisites">
    Review any prerequisites at the start of each procedure
  </Step>

  <Step title="Follow Along">
    Use the step-by-step instructions with screenshots where available
  </Step>
</Steps>

## Need More Help?

<CardGroup cols={2}>
  <Card title="Onboarding Wizard" icon="rocket" href="/user-guides/getting-started/onboarding/index">
    The in-app helper that walks you through tenant setup, integrations, and per-client configuration.
  </Card>

  <Card title="Keyboard Shortcuts" icon="keyboard" href="/user-guides/getting-started/keyboard-shortcuts">
    Speed up your workflow with keyboard shortcuts
  </Card>

  <Card title="Support" icon="life-ring" href="mailto:support@msportal.ai">
    Contact support for additional assistance
  </Card>

  <Card title="Status Page" icon="signal" href="https://status.msportal.ai">
    Check system status and uptime
  </Card>
</CardGroup>

## Stay Updated

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