What You’ll Configure
- User Import - Bring users in from M365 or your PSA
- User Assignments - Assign users to companies and roles
- Portal Access - Enable or disable portal login for users
- User Details - Configure user information and preferences
Steps to Complete
Navigate to Company Users
Click Go to Settings in the onboarding wizard, or go to Settings > Companies > Users.
Review Existing Users
If you’ve connected M365 or a PSA, some users may already be imported. Review the list to see what’s been synced.
Import Additional Users
Click Import Users to bring in users from:
- Microsoft 365 (Azure AD/Entra ID)
- Your PSA system
- Manual entry
User Import Sources
- From M365
- From PSA
- Manual Entry
If a company has M365 connected, you can import users directly from Azure AD:
- Select the company
- Click Import from M365
- Choose which users to import
- Assign roles and enable access as needed
User Roles
Company users are assigned roles that determine their permissions:| Role | Description |
|---|---|
| Admin | Full access to company data, can manage other users |
| Manager | Access to most features, limited user management |
| User | Standard access for submitting tickets and viewing info |
| Training Only | Limited to training courses |
Portal Access
Users with portal access enabled can:- Log in to the MSPortal client portal
- Submit and view support tickets
- Complete training courses
- View company dashboards (based on permissions)
Manual Completion
This step requires manual completion. Click Mark Complete in the wizard when you’ve finished setting up users for your client companies.Related Documentation
- Companies Settings - Company management reference
- Import Users - User import guide
- Company Roles - Role configuration