> ## 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.

# Quick Start

> Sign in, find your way around, and run the wizard.

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](/user-guides/getting-started/onboarding/index).

## 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.

## 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.

### Sidebar groups

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.

### 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.

<Warning>
  Always check the company selector before you make changes. The selector decides which client's data your action lands on.
</Warning>

## Your first 30 minutes

1. **Run the [Onboarding Wizard](/user-guides/getting-started/onboarding/index).** 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](/user-guides/getting-started/onboarding/index#setup-playbook).** It's the recommended order to take a real client from kickoff survey to first QBR.

## Keyboard 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 dialog | `Esc`           | `Esc`       |

Full list: [Keyboard Shortcuts](/user-guides/getting-started/keyboard-shortcuts).

## 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.

## Where to go next

* [Data flow](/user-guides/getting-started/data-flow). The architecture map: how integrations and assessments become goals, planner items, budgets, meetings, and reports.
* [Onboarding Wizard](/user-guides/getting-started/onboarding/index). Step-by-step setup, plus the Setup Playbook for the first real client.
* [Universal search](/user-guides/getting-started/universal-search). The fastest way to jump anywhere.
* [Hide items from clients](/user-guides/getting-started/hiding-items-from-clients). Tighten what client-portal users see before you invite them.

<Note>
  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.
</Note>