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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.

Company Roles let you define job function labels for your clients’ users, such as “Account Manager”, “Technician”, or “Help Desk”. Roles are used for organization and reporting — they do not control portal access.

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Understanding Roles vs Permission Groups

Roles and Permission Groups serve different purposes. Do not confuse them.
ConceptPurposeControls Access?
Roles (this step)Describe a person’s job functionNo
Permission Groups (previous step)Control what a user can see and doYes
A company user is assigned both a Role and a Permission Group independently. For example, two users might both have the role “Account Manager” but different permission groups — one with “Full Access” and another with “View Only”.

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What You’ll Configure

  • Role Names - Create roles like “Account Manager”, “Technician”, “Help Desk”
  • Descriptions - Optional descriptions explaining each role’s purpose

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Steps to Complete

1

Navigate to Company Roles

Click Go to Settings in the onboarding wizard, or go to Settings > Companies > Roles.
2

Review Default Roles

MSPortal includes default company roles. Review these to understand the structure.
3

Create Custom Roles (Optional)

Click Add Role to create a new role for specific client needs. Enter a name and optional description.

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Common Company Role Examples

Account Manager

Primary business contact responsible for the client relationship.

Technician

Technical staff who handle IT issues and infrastructure.

Help Desk

Front-line support staff who handle day-to-day requests.

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Manual Completion

This step requires manual completion. Click Mark Complete in the wizard when you’ve finished setting up your company roles.
Company roles are for your clients’ users. Your internal MSP team roles are configured in Settings > Users & Roles.