What You’ll Configure
- Role Names - Define roles like Admin, Technician, Sales, etc.
- Permissions - Specify what each role can view, create, edit, and delete
- Default Role - Set which role new users receive by default
Steps to Complete
Navigate to Roles Settings
Click Go to Settings in the onboarding wizard, or go to Settings > Users and click the Roles tab.
Review Default Roles
MSPortal includes default roles to get you started. Review these to understand the permission structure.
Create Custom Roles (Optional)
Click Add Role to create a new role. Give it a descriptive name and configure its permissions.
Configure Permissions
For each role, enable or disable permissions across different modules (Tickets, Devices, Compliance, etc.).
Common Role Examples
Administrator
Full access to all features and settings. Can manage users and configure integrations.
Technician
Access to tickets, devices, and compliance. Cannot manage settings or billing.
Sales/Account Manager
Access to companies, contacts, and meetings. Limited access to technical features.
Read-Only
Can view data but cannot make changes. Useful for reporting and oversight roles.
Permission Categories
Permissions are organized by module:- Tickets - View, create, edit, delete tickets
- Devices - View and manage device inventory
- Compliance - Run scans and view compliance status
- Companies - Manage client companies and contacts
- Training - Manage training courses and enrollments
- Settings - Access to configuration and administration
Manual Completion
This step requires manual completion. Click Mark Complete in the wizard when you’ve finished configuring your roles.Related Documentation
- Users & Roles Settings - Full users and roles reference
- How to Create a New User Role - Step-by-step role creation guide