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The Tenant Details step configures the foundational information about your MSP. This information appears on invoices, reports, and throughout the portal.

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What You’ll Configure

  • Company Name - Your MSP’s business name
  • Business Address - Street address, city, state/province, and postal code
  • Timezone - Your primary operating timezone
  • Billing Email - Where billing notifications are sent

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Steps to Complete

1

Navigate to Tenant Settings

Click Go to Settings in the onboarding wizard, or go to Settings > Tenant from the sidebar.
2

Enter Company Information

Fill in your company name and billing email address.
3

Add Your Address

Enter your complete business address. Start typing to use the address autocomplete feature.
4

Set Your Timezone

Select your timezone from the dropdown. This affects how dates and times are displayed throughout the portal.
5

Save Changes

Click Save Changes at the bottom of the form.

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Auto-Completion

This step is automatically marked as complete when you have:
  • Entered an address (at minimum: street address and city)
  • Selected a timezone
The address you enter here will be used on invoices and client-facing reports. Make sure it’s your official business address.