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Welcome to MSPortal.ai

This quick start guide will help you get oriented with MSPortal.ai and start using the platform effectively in just a few minutes.

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Initial Setup

1

Sign In

Access MSPortal.ai at your organization’s URL and sign in with your credentials
2

Select Company

Choose the company you want to work with from the company selector in the top navigation
3

Navigate the Platform

Use the sidebar navigation to access different modules

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Understanding the Interface

Sidebar

Primary navigation for all modules and settings

Top Bar

Company selector, user menu, and quick actions

Main Content

The primary workspace for each module
The sidebar is organized into logical groups:
  1. Overview & Planning
    • Company Overview - Dashboard view
    • Surveys - Client satisfaction tracking
    • Goals - Strategic objectives
    • Planner - Timeline management
    • Budgets - Financial planning
  2. Engagement
    • Calendar - Scheduling and events
  3. Service Delivery
    • Microsoft 365 - M365 management (if integrated)
    • Ticketing - Service requests (if PSA integrated)
    • Compliance - Compliance tracking
    • Training - Training management
    • Devices - Asset management
    • Reporting - Analytics and reports
  4. Administration
    • Admin - Platform administration (if admin)
    • Settings - Configuration options

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Your First Tasks

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1. Check the Company Overview

Start by visiting the Company Overview to understand:
  • Current compliance status
  • Recent runs and issues
  • Upcoming planner items
  • Overall company health metrics

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2. Review Your Planner

Navigate to Planner to see:
  • Upcoming tasks and deadlines
  • Project timelines
  • Project timelines
  • Device refresh cycles
Use the timeline view controls to switch between Month, Quarter, and Year views

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3. Explore Settings

Visit Settings to:
  • Update your user profile
  • Configure preferences
  • Set up integrations (if admin)
  • Customize your experience

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Key Features to Explore

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AI-Powered Assistance

Look for the AI assistant icon (🤖) in modules like Planner and Compliance for intelligent insights and recommendations
Most modules offer powerful filtering:
  • Use the filter icon to narrow results
  • Search bars for quick text searches
  • Save common filter combinations

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Company Context

Remember to select the correct company context when working with client-specific data. The selected company affects what data you see throughout the platform.

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Common Workflows

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For Managers

  1. Daily Review
    • Check Company Overview dashboard
    • Review compliance status
    • Monitor upcoming planner items
  2. Weekly Planning
    • Use Planner to schedule upcoming work
    • Review and create goals from surveys
    • Check report schedules

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For Technicians

  1. Task Management
    • Check assigned planner items
    • Review compliance checks
    • Update device information
  2. Client Work
    • Access client-specific settings
    • Review compliance requirements
    • Generate reports as needed

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For Administrators

  1. Platform Management
    • Configure user accounts
    • Set up integrations
    • Manage company settings
  2. Monitoring
    • Review system health
    • Check integration status
    • Monitor user activity

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Keyboard Shortcuts

Speed up your workflow with these verified shortcuts:
ActionWindows/LinuxMac
Toggle SidebarCtrl+B⌘B
Save (in Budgets/Reports)Ctrl+S⌘S
Submit Form/NoteCtrl+Enter⌘Enter
Cancel/CloseEscEsc
For a complete list of keyboard shortcuts, see the Keyboard Shortcuts Guide.

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Getting Help

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In-Platform Help

  • Look for ? icons for contextual help
  • Hover over elements for tooltips
  • Check module menus for documentation links

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Documentation Resources

Module Guides

Detailed guides for each module

Technical Docs

In-depth technical documentation

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Next Steps

Now that you’re oriented with MSPortal.ai:
  1. Explore Modules - Visit each module to understand its capabilities
  2. Configure Settings - Customize the platform to your needs
  3. Set Up Integrations - Connect PSA and other tools (if applicable)
  4. Create Your First Items - Add goals, compliance checks, or planner items
  5. Generate Reports - Try creating your first report

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Pro Tips

Toggle to global view in Company Overview to see all companies at once
Save commonly used filter combinations for quick access
Use templates in modules like Surveys, Reports, and Tickets to save time
Set up automated report generation and distribution

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Ready to Dive Deeper?

This quick start covered the basics. For detailed information about specific modules, check out our comprehensive User Guides or explore the Module Documentation.