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The Launch Center is a guided setup experience that builds a personalized launch plan for your portal. Instead of a fixed checklist, it asks what you want to launch, generates a plan around those goals, and verifies your progress against real portal data as you go. You can leave at any time and resume exactly where you stopped.

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Accessing the Launch Center

  • Sidebar: Click Launch Center in the Planning group of the sidebar.
  • Header pill: A Launch pill in the top bar shows how many readiness checks have passed (for example, 3/12). Click it to jump back into your plan.
  • After signup: New tenants land in the Launch Center automatically after completing signup.
The Launch Center is visible to users with the read_launch_center or manage_launch_center permission. Only launch managers (or tenant admins) can change the plan; other users see it read-only.

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Building Your Plan

1

Start from the Welcome Screen

The welcome screen offers two paths:
  • Build my launch plan: Answer a short questionnaire and get a tailored plan.
  • Explore first: Skip the questionnaire and preview the portal with a lightweight explore plan. You can build a full plan later.
2

Choose Your Focus Areas

On the What do you want to launch? screen, pick the areas that matter most:
  • Client ticketing
  • Self-service portal
  • Security training
  • vCIO planning
  • Compliance
  • Client data foundation
  • Complete portal rollout (selects everything)
  • Explore the platform
3

Answer Context Questions

Tell the Launch Center where your client data will come from (PSA integration, Microsoft 365, or CSV import) and how you want to roll out (start with one pilot client, or prepare all clients).
4

Build the Plan

Click Build my plan. The Launch Center generates a phased plan with only the steps relevant to your goals. Anything you did not select still appears under Explore later, so nothing is hidden.

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Plan Phases

Your plan is organized into phases. Which steps appear, and which are required, depends on the goals you chose.

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Working Through a Step

Each step opens a workspace with a Setup guide panel explaining why the step matters, what it affects, and what to confirm. Some steps embed the actual configuration inline, for example:
  • Company profile and Support experience edit your company name, timezone, support email, and portal name directly in the plan.
  • Integrations lets you choose the systems you use (PSA, RMM, and other categories such as documentation, security, backup, and quoting) and then configure each one from its own plan step.
  • Ticket visibility controls the client ticket experience for your primary PSA, including display groups and the statuses clients can use.
Use Next to save and advance, Back to return, or Do this later to defer a step without blocking your plan.

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Readiness Verification

The Launch Center does not just track clicks; it verifies real portal data.
  • The Live verification button in the plan footer shows how many readiness checks currently pass. Open it to see each finding with a severity of Blocking, Recommended, or Optional.
  • Checks cover facts like “A support email address is configured”, “At least one active client company exists”, “A healthy PSA connection is available when required”, and “An active client-visible request template exists”.
  • Integration steps and several data steps complete automatically once their readiness checks pass. You do not need to mark them done by hand.

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Completing Your Launch

The final step, Complete launch, is enabled only when every blocking readiness check passes. After you complete the launch:
  • The header pill disappears and shows Portal ready status behind the scenes.
  • The Launch Center page switches to a monitoring summary: Your portal setup is complete. Readiness monitoring stays active and will flag any blocking configuration that regresses.
  • MSPortal re-verifies your readiness every night. If a blocking fact later becomes false, for example an integration disconnects, the Launch Center flips to Needs attention until you resolve it, then returns to complete automatically.

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Launch Coordinator

Each launch has an accountable lead shown as the Launch coordinator. The current coordinator, the primary admin, or the tenant owner can use Assign launch coordinator or Reassign to hand off ownership.

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Removing the Launch Center

If your team prefers not to use the guided experience:
1

Open the Dismiss Dialog

Click Dismiss Launch Center in the Launch Center.
2

Confirm Removal

Confirm with Remove for everyone. This removes the Launch Center from the sidebar and header for everyone at your tenant. Your setup progress and configuration are not deleted.

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Troubleshooting

Quick Start

A fast orientation to the portal

Integrations

Connect your PSA, RMM, and other tools

Onboarding Wizard

The classic step-by-step tenant setup wizard

Client Onboarding

Onboard individual client companies