Welcome to MSPortal.ai
MSPortal.ai is a comprehensive platform designed for Managed Service Providers to manage client relationships, track compliance, plan IT roadmaps, and deliver exceptional service. This guide will help you get oriented and productive quickly.Initial Setup
1
Sign In
Navigate to your organization’s MSPortal.ai URL and sign in with your credentials. First-time users will receive an invitation email with login instructions.
2
Select a Company
Use the company selector in the top navigation bar to choose which client company you want to work with. The selected company determines what data you see throughout the platform.
3
Explore the Sidebar
The collapsible sidebar on the left provides access to all modules. Click the chevron icon to expand or collapse it, or use the keyboard shortcut
Ctrl+B (Windows) or Cmd+B (Mac).Understanding the Interface
Main Navigation Areas
Sidebar
Collapsible navigation organized into two sections: Planning and Operations
Top Bar
Company selector, search, notifications, and quick actions
Main Content
The primary workspace that changes based on the selected module
Sidebar Structure
The sidebar is organized into two main categories: Planning- Company Overview - Dashboard with company health metrics, compliance status, and upcoming items
- Surveys - Client satisfaction surveys and feedback collection
- Goals - Strategic objectives and action items derived from surveys and planning
- Planner - Timeline view of IT roadmap items, projects, and device refresh cycles
- Budgets - Financial planning and budget tracking for client projects
- Calendar - Meeting scheduling, QBR planning, and calendar management
- Microsoft 365 - M365 security scores and compliance (requires M365 integration)
- Tickets - Service desk tickets and requests (requires PSA integration)
- Compliance - Compliance frameworks, policies, and tracking
- Training - Security awareness training and course management
- Devices - Asset management and device inventory
- External Resources - Links to external tools and resources
- Reporting - Reports and analytics generation
- Settings - User preferences, integrations, and configuration
Your First Tasks
1. Review the Company Overview
Start by visiting Company Overview to get a snapshot of:- Compliance status and scores
- Recent activity and issues
- Upcoming planner items
- Key health metrics
2. Explore the Planner
Navigate to Planner to see the IT roadmap:- Upcoming projects and tasks
- Device refresh schedules
- Milestone tracking
- Timeline visualization
3. Configure Settings
Click Settings in the sidebar to access the settings drawer where you can:- Update your user profile and avatar
- Configure notification preferences
- Set up integrations (requires appropriate permissions)
- Customize your experience
Key Features
Company Context
Global vs Company View
Many modules offer a “Global” view toggle that lets you see data across all companies at once. This is useful for:- Identifying trends across your client base
- Finding items that need attention
- Generating cross-company reports
Filtering and Search
Most modules include powerful filtering capabilities:- Click the filter icon to access filter options
- Use search bars for quick text searches
- Filters persist within your session
AI-Powered Features
Look for AI-powered features throughout the platform, including intelligent recommendations in the Planner and Compliance modules.
Common Workflows
For Account Managers
-
Client Preparation
- Review Company Overview before client meetings
- Check survey results and satisfaction scores
- Review goals and their progress
-
QBR Planning
- Use Calendar to schedule quarterly business reviews
- Generate reports for meeting presentations
- Track action items in Goals
For Technical Staff
-
Daily Operations
- Check assigned planner items
- Review compliance status and alerts
- Monitor device inventory
-
Client Work
- Access client-specific compliance requirements
- Generate technical reports
- Update device information
For Team Leads & Managers
-
Platform Setup
- Configure user accounts and permissions
- Set up PSA and M365 integrations
- Manage company settings and branding
-
Ongoing Management
- Monitor integration health
- Review team activity
- Manage training assignments
Keyboard Shortcuts
Speed up your workflow with these shortcuts:| Action | Windows/Linux | Mac |
|---|---|---|
| Toggle Sidebar | Ctrl+B | Cmd+B |
| Save (in forms) | Ctrl+S | Cmd+S |
| Submit Form | Ctrl+Enter | Cmd+Enter |
| Cancel/Close | Esc | Esc |
Getting Help
In-Platform Resources
- Hover over elements for helpful tooltips
- Check the Help & Support link in the user menu
- Contact support for access issues
Documentation
Next Steps
Now that you’re oriented with MSPortal.ai:- Complete the Onboarding Checklist - Follow the Onboarding Checklist for a structured setup process
- Explore Each Module - Visit the modules relevant to your role
- Set Up Integrations - Connect your PSA and Microsoft 365 (requires appropriate permissions)
- Create Your First Items - Add goals, planner items, or compliance checks
- Generate a Report - Try creating your first client report
Quick Tips
Use Global View for Overview
Use Global View for Overview
Toggle to global view in Company Overview to see metrics across all companies at once - great for identifying which clients need attention.
Leverage Templates
Leverage Templates
Use templates in Surveys, Reports, and Tickets to save time and ensure consistency across clients.
Schedule Automated Reports
Schedule Automated Reports
Set up automated report generation and email distribution to keep clients informed without manual effort.
Keyboard Navigation
Keyboard Navigation
Ready for More?
This quick start covered the essentials. For detailed information about specific modules, explore our comprehensive User Guides or dive into individual module documentation.