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When you first sign up for MSPortal, the Onboarding Wizard appears in the bottom-right corner of your screen. This guided setup walks you through configuring all the essential settings for your MSP portal.

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How It Works

The wizard tracks your progress across multiple setup steps. As you complete each step, the wizard automatically detects your progress and moves you forward.

Guided Navigation

Click Go to Settings on any step to navigate directly to the relevant configuration page.

Auto-Detection

Many steps automatically mark as complete when you’ve configured the required settings.

Skip Steps

Don’t need a feature? Skip optional steps and come back to them later.

Persistent Progress

Your progress is saved automatically. Pick up where you left off anytime.

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Setup Steps

The onboarding wizard guides you through these configuration areas:

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Foundation Setup

  1. Tenant Details - Company address, timezone, and basic information
  2. AI Settings - Configure the AI assistant for your business
  3. Branding - Upload your logo and customize appearance

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User & Permission Management

  1. Tenant Roles - Define roles for your team members
  2. Company Permission Groups - Set up permission groups for client users
  3. Company Roles - Create roles for your clients’ users

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Integrations

  1. Integration Selection - Choose your PSA and RMM tools
  2. PSA Integration - Connect your PSA system
  3. Ticket Settings - Configure ticket sync and status mappings
  4. RMM Integration - Connect your RMM system
  5. Device Import - Import devices from your RMM

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Additional Configuration

  1. Email Domain - Set up email sending from your domain
  2. Training - Configure training courses for clients
  3. Billing - Set up your subscription and payment

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Client Company Setup

  1. Company M365 Setup - Connect Microsoft 365 for your clients
  2. Company Users - Import and manage client users

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Minimizing the Wizard

If you need more screen space, you can minimize the wizard by clicking the minimize button in the header. Click it again to expand. You can also temporarily dismiss the wizard using the menu, which will hide it until your next session.

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Completing Onboarding

Once you’ve completed all the required steps, the wizard will offer to mark your onboarding as complete. After completion, the wizard will no longer appear, though you can always access these settings through the Settings menu.
You don’t need to complete every step right away. Focus on the essentials first—Tenant Details, Roles, and your primary integration—then come back to configure additional features as needed.