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Use Launch Center to prepare your MSP’s portal step by step. Everyone gets the same steps in the same order, and you defer the optional ones you do not need. This page lists the work in each phase, with a guide for each part. Client onboarding is a separate workflow for individual companies.

Before you start

  • Use an MSP account with access to the settings you will change. Launch Center manage access does not replace a setup screen’s own permissions.
  • Agree on a launch lead and where your companies, users, and devices come from.
  • Have these ready:
    • PSA API credentials, and RMM API credentials if you use one
    • A Microsoft 365 administrator for each client tenant you will connect
    • Your logo files and brand color
    • A domain you can add DNS records to, if you will send email from your own domain

Work through the setup

If you only have time for a first pass, do the nine required steps: connect your PSA, import or match your clients, set up tickets, and work through the required Standards steps. Everything else can come later.

Save and review

Use Launch steps to choose a step. Continue saves what the step saves, then moves on. Complete a step’s visible save, connect or import actions and check their results before you leave. Review the Portal setup controls in place and wait for their save result. Where the Portal checklist opens a larger settings page in a new tab, save there, return to Launch Center and click Confirm and continue. This records your review. It is not an automatic check of every setting. Optional steps offer Do this later and Resume. Do this later does not save edits you have not saved, and previously saved configuration stays saved. On Find your standards, Anything else? has a Chat about my standards button that opens the assistant when it is available. Use it to discuss missed tools and services, then review the suggested changes before saving.

Before you invite clients

1

Check access

Confirm each client user has the right company and role.
2

Check content

Confirm their templates and training are enabled, and that imported records belong to the right company. See Control what Company users can see.
3

Check ticketing

Check ticket delivery separately from template visibility.
4

Check the client experience

If you use Impersonate to check a client user’s view, exit impersonation before you return to Launch Center.
5

Invite when ready

Finishing the launch records setup. Invitations and other client messages are separate actions.

Troubleshooting

Frequently asked questions

No. This playbook prepares the MSP portal. Individual clients use the separate client onboarding workflow.
No, but it does not save it either. Use Continue to save a form first.
No. Client invitations are separate actions.