Skip to main content

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.

The Company Users step helps you import and manage users for your client companies. These are the end users at your client organizations who will access the MSPortal client portal.

​
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

1

Navigate to Company Users

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

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.
3

Import Additional Users

Click Import Users to bring in users from:
  • Microsoft 365 (Azure AD/Entra ID)
  • Your PSA system
  • Manual entry
4

Assign Roles

For each user, assign an appropriate company role (Admin, Manager, User, etc.).
5

Enable Portal Access

For users who need to log in to the portal, enable their portal access and send invitations.

​
User Import Sources

If a company has M365 connected, you can import users directly from Azure AD:
  1. Select the company
  2. Click Import from M365
  3. Choose which users to import
  4. Assign roles and enable access as needed

​
User Roles

Company users are assigned roles that determine their permissions:
RoleDescription
AdminFull access to company data, can manage other users
ManagerAccess to most features, limited user management
UserStandard access for submitting tickets and viewing info
Training OnlyLimited 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.
Start with key contacts at each company—the people who will submit tickets or need training. You can always add more users later.