Settings overview - MSPortal.ai Documentation

Settings is where MSP staff configure MSPortal. This page shows where each setting lives and links to its guide. Company users have their own account controls and cannot open MSP settings.

Open Settings

Click Settings

Click Settings at the bottom of the main sidebar. The page opens on User Settings.

Pick an area

Use the settings menu on the left. Related pages are grouped under Organization, Operations, Customization, MSP Tools, Platform and Administration. Click a group to open it, then click the page you want.

Look for a missing page

If a page you expect is missing, your role may not have access to it, or its feature may be off for your account. Ask an administrator to check your role’s permissions. Primary admins can open every page.

Choose a settings area

Group	Page	What you do there	Guide
Personal	User Settings	Your own profile and preferences	Manage your profile
Organization	Users & Roles	Staff, Company users, roles and account teams	Users & Roles
	Companies	Client company records, types and bulk actions	Companies
Operations	Dashboards	Internal dashboards and external resources	Dashboard settings and External resources
	Reports	Report defaults, brand packages, presentation styling and report types	Brand packages and Reporting
	Tickets	Ticket delivery, display and templates	Ticket settings
	Calendar	Calendar and meeting defaults	Calendar defaults
	Training	Course availability and training setup	Training settings
	Planner	Branch preview: the default Settings tab; Views is available only when customization is enabled	Planner settings
	Projects	Project display and PSA project fields	Project settings
	Compliance	Checks, groups, run templates, schedules, scoring and risk	Compliance settings
	Documentation	Documentation settings	Documentation
	Storefront	Storefront settings	Storefront
	Client Onboarding	Onboarding templates and defaults	Onboarding settings
Customization	Note Templates	Reusable note content	Note Templates
	Navigation	Sidebar layout	Customize the sidebar
	Fields	Custom fields on records	Custom Fields
	Types	Device types and Planner types	Manage Planner types
	Statuses	Status lists	Open the page and pick the list to change
MSP Tools	Scoring	Client Health scoring dimensions	Client Health scoring
	Standards	Standards, tiers and applicability	Standards
	Financial Reporting	Revenue categories and the reporting model	Financial reporting settings
	Ticket Trends	Ticket trend settings	Ticket trends
Platform	Email	Email templates, sending domain, receiving addresses	Email settings
	Automation Rules	Rule-driven operations	Automation rules
	Integrations	Provider connections and mappings	Integrations and Map companies
	MCP Server	AI client connections	MCP server
	Import / Export	CSV imports and exports	Import and export
Administration	Tenant	Organization identity, AI and branding	Tenant settings
	Billing	Subscription and invoices	Billing

Other pages in the menu, such as Account Readiness, User Statistics, Activity & Audit and Chrome Extension, appear when your role and features allow them. For a first rollout, follow the MSP setup playbook and the Launch Center.

Know when a change saves

Settings pages do not all save the same way. Check each guide, and use this as a rule of thumb.

Kind of control	How it saves
Forms with a header button, such as Save Settings or Save Changes	Nothing is stored until you click the button
Editors in a dialog, such as note templates	Click the dialog’s Save or Create button
Switches and menu actions, such as turning an automation rule on or activating a receiving address	Save at once
Bulk actions on selected rows	Apply when you confirm the dialog. Some apply as soon as you click them
Imports and provider connections	Run when you start them and report a result

Before a bulk action, check the selected rows and the dialog’s list of what will change. A table filter changes what you see. It does not always limit a tenant-wide action.

Check the result

Reopen the setting and confirm the saved value. Then test the feature as the role and company that matter. For example, saving an email template does not prove an email was delivered. If an action only partly worked, look at the current values before you repeat it.

Troubleshooting

Problem	What to do
A settings page is missing	Ask an administrator to check your role’s permission and the feature for your account
A save failed	Note the error message, reopen the page to see what was saved, and repeat only the part that did not save
A user sees unexpected content	Check their company scope, their role and the content’s own visibility setting together
A bulk action changed more than expected	Check whether the selection covered one page or all matching rows

Frequently asked questions

Do all settings save automatically?

No. Some need a Save button, some save as you change them, and imports and connections run when you start them. Follow the specific guide.

Does a table filter limit every bulk action?

No. Check the dialog’s scope and the selected rows.

Why can another admin see more settings than I can?

The menu follows each role’s permissions and your account’s features. Compare the roles.

Does a saved setting prove the client workflow works?

No. Test the workflow as the role and company you care about.