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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.

MSPortal is the operating system for an MSP’s account management work: surveys, goals, the planner, budgets, compliance, meetings, and the unified reporting surface. This page gets you oriented in the app. For setup, run the Onboarding Wizard.

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Sign in

Go to your tenant URL (typically https://app.msportal.ai or your custom subdomain) and sign in. New users get an invitation email from a tenant admin with a link to set their password.

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The layout

There are three regions:
  • Top bar. The company selector sits center-left. To the right are global search, notifications, and your profile menu.
  • Sidebar. Collapsible (toggle with Cmd+B / Ctrl+B). Grouped into Planning, Operations, Protection, and (for tenant staff) MSP Tools. Settings is pinned at the bottom of the sidebar.
  • Main content. Whatever module you’ve clicked into.
The sidebar items you see depend on which integrations are connected. Anything marked (integration-gated) below only appears once the relevant integration is active. Planning
  • Overview
  • Dashboards (integration-gated: PSA)
  • Surveys
  • Goals
  • Planner
  • Budgets
  • Calendar
Operations
  • Tickets (integration-gated: PSA)
  • Training
  • Projects (integration-gated: PSA)
  • Compliance
  • Documentation (integration-gated: Hudu, IT Glue, or Liongard)
  • Invoices (integration-gated: ConnectWise, Autotask, or HaloPSA)
  • Storefront (integration-gated: Pax8)
  • Quotes (integration-gated: Quoter)
  • Reports
Protection
  • Microsoft 365 (integration-gated: M365)
  • Devices
  • Security (integration-gated: Cork or Acronis)
  • Backup (integration-gated: Cove, NinjaOne, or Acronis)
MSP Tools (visible to your internal MSP staff only, not to client users)
  • Client Health
  • Tool Stack
  • Financial Reporting
  • Emergency Broadcast
  • Ticket Trends (integration-gated: PSA)
Settings is pinned at the bottom of the sidebar and opens a settings drawer with nested navigation.

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The company selector

The selector in the top bar controls scope for everything you see.
  • Global view. All companies you have access to. Use it to scan across your book.
  • Single company. Pick one client; every page filters to them.
  • Parent mode (parent-company users only). The parent and its children together.
Always check the company selector before you make changes. The selector decides which client’s data your action lands on.

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Your first 30 minutes

  1. Run the Onboarding Wizard. It pops up bottom-right on first sign-in. Set tenant details, branding, and tenant roles before anything else.
  2. Connect your PSA and RMM in the wizard’s integration steps. Tickets, Projects, Dashboards, Invoices, and Ticket Trends only appear once a PSA is active.
  3. Pick a pilot client in the company selector and visit Overview to see what loaded. From there walk through Planner, Compliance, and Reports to see how the data lines up.
  4. Read the Setup Playbook. It’s the recommended order to take a real client from kickoff survey to first QBR.

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Keyboard shortcuts

ActionWindows / LinuxMac
Toggle sidebarCtrl+BCmd+B
Save in formsCtrl+SCmd+S
Submit formCtrl+EnterCmd+Enter
Cancel / close dialogEscEsc
Full list: Keyboard Shortcuts.

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Common workflows by role

vCIO / Account Manager. Live in Planner, Goals, Budgets, and Calendar. The Planner is where you build the multi-year client roadmap; Goals capture intent from surveys; Budgets roll planner items into spend forecasts; Calendar runs the QBR meeting. Service Manager / Owner. Live in MSP Tools: Client Health for portfolio-wide signals, Ticket Trends for week-over-week ticket motion, Financial Reporting for margin and seat pricing. Compliance / Security Lead. Compliance for framework scoring; Security and Backup for posture data flowing in from Cork, Acronis, Cove, or NinjaOne. Tenant Admin. Settings drawer for tenant configuration, integrations, users, roles, and automation rules.

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Where to go next

  • Data flow. The architecture map: how integrations and assessments become goals, planner items, budgets, meetings, and reports.
  • Onboarding Wizard. Step-by-step setup, plus the Setup Playbook for the first real client.
  • Universal search. The fastest way to jump anywhere.
  • Hide items from clients. Tighten what client-portal users see before you invite them.
Modules requiring an integration only show up once that integration is connected. If you don’t see Tickets, Projects, or Microsoft 365 yet, that’s why; finish the wizard’s integration steps and they’ll appear.