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This page gets MSP staff signed in, oriented, and started on a first rollout. Company users should use their organization’s invitation and the Company guides for the access their MSP provides.

Before you start

  • You need an invitation from an MSP administrator. You cannot sign in without a portal account.
  • Have your portal address ready. Your administrator gives you the portal URL and tells you which sign-in method to use.
  • Setup work needs the right role. An administrator can grant access in Settings > Users & Roles.

Sign in

1

Open your portal

Go to the portal URL your administrator gave you.
2

Choose a sign-in method

Click Sign in with Microsoft or Sign in with Google, or enter your email and password and click Sign in. Use the method your organization set up.
3

Finish verification if asked

If your account uses multi-factor authentication, enter your code and click Verify & Sign In.
If you were invited by email, open the invitation first and follow its account setup link.

Find your way around

1

Open the sidebar

The sidebar on the left holds the modules, grouped as Planning, Operations, and Protection, with MSP Tools for MSP staff. Settings sits at the bottom. You see only the modules your role, enabled features, and connected integrations allow.
2

Dock the sidebar (optional)

On desktop, the sidebar opens when you move the pointer into the icon rail. Click Keep sidebar expanded beside the logo to keep it open, or Collapse sidebar to return to the icon rail. See Customize the sidebar.
3

Use the top bar

The top bar holds the company selector, Search, the Launch pill, recent pages, the assistant, notifications, Help, language, the theme toggle, and Sign out. On a phone, click Toggle menu for the sidebar and More for the rest.
4

Search for anything

Click Search or press Ctrl+K on Windows and Linux, or Option+K on Mac, outside any text field. See Find pages and records with Search.
5

Find a page's guide

Click Help in the top bar to open the guide for the page you are on.
A missing module usually has one of three causes. Your role may not include it, a feature may be off for your organization, or a needed integration is not connected yet. Check these before you add another connection.

Choose a company

1

Open the company selector

Click the company selector at the left of the top bar, or press Ctrl+J (Option+J on Mac).
2

Pick a company

Choose Global View for every company, Assigned Companies for the companies assigned to you, or a single company. Type in Search companies… to find one. Pages that show client data follow your choice.
3

Check it before you change anything

Look at the selector again before you save or import. Some settings apply to your whole organization, and some dialogs have their own company or connection picker.

Prepare your first rollout

1

Open Launch Center

Click Launch Center in the Planning section, or the Launch pill in the top bar. Build your plan from your goals. See Work through your portal launch plan.
2

Set up your organization

Review your organization details, access, and branding. See the MSP Setup Playbook.
3

Connect your integrations

Connect your PSA and RMM, review the imported records, and save the company mappings. A successful connection test is separate from saving and from the first sync.
4

Check a pilot company

Select one company and open Overview to see what loaded. Fix missing mappings or stale sync results before you widen the rollout.
5

Check client access

Review client permissions and what is visible to company users. See Control what Company users can see. A completed setup step does not prove clients can reach the feature, so test with a company user role.
MSP Launch Center showing the active setup workspace, guide and readiness summary.

Launch Center in MSPortal Demo. Your plan and readiness findings determine the steps shown.

Save your work

Follow each form’s own Save or apply button. Some actions save at once, such as certain row changes, uploads, and creation controls. Reset, Cancel, and closing an editor do not mean the same thing everywhere, so read the task guide first. Keyboard shortcuts differ by screen. See Use keyboard shortcuts.

Start a client workflow

Use Surveys and Goals to capture priorities, Planner to organize work, Budgets to review planned spend, and Calendar or Reports to prepare the client discussion. See How data moves through MSPortal.

Troubleshooting

Frequently asked questions

Use Launch Center and the MSP Setup Playbook. They follow the goals you choose.
No. The selector filters company data. Organization settings and personal preferences are not company-specific, and each integration instance has its own scope.
No. Check readiness, saved mappings, and the access of a real company user before you widen the rollout.