> ## 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.

# Settings

> Configure MSPortal.ai to match your organization's needs with comprehensive settings for users, companies, integrations, and more

The Settings module provides centralized configuration options to customize every aspect of MSPortal.ai. Access Settings from the sidebar to manage your tenant, users, companies, integrations, and more.

## Settings Navigation

Settings are organized into categories accessible from the left sidebar:

<Frame>
  <img src="https://mintcdn.com/msportal/mWw1uncm60YecvCw/images/settings/settings-tenant.png?fit=max&auto=format&n=mWw1uncm60YecvCw&q=85&s=2931aeae99758b6c9ba8a086ef16dba1" alt="Settings Navigation" width="2403" height="1203" data-path="images/settings/settings-tenant.png" />
</Frame>

| Category                | Description                                                  |
| ----------------------- | ------------------------------------------------------------ |
| **User Profile**        | Your personal profile, notifications, and preferences        |
| **Users & Roles**       | Manage team members and their permission levels              |
| **Companies**           | Configure client companies and their settings                |
| **Training**            | Manage courses and learning content                          |
| **Tickets**             | Configure ticket delivery, display groups, and statuses      |
| **Compliance Checks**   | Manage security compliance checks                            |
| **Playbooks**           | CIS benchmarks and security playbooks                        |
| **External Resources**  | Links to external documentation and resources                |
| **Templates**           | Note templates for meetings and planner items                |
| **Email**               | Custom sending domains and email templates                   |
| **Scoring**             | Configure which health score dimensions are active           |
| **Tool Stack**          | Define tool categories and items for your recommended stack  |
| **Financial Reporting** | Map revenue categories and configure profitability reporting |
| **Custom Fields**       | Create custom data fields for your workflows                 |
| **Integrations**        | Connect to PSA systems and third-party services              |
| **Rules**               | Automation rules (coming soon)                               |
| **Import/Export**       | Bulk data operations with CSV files                          |
| **Tenant**              | Organization-wide settings and branding                      |
| **Billing**             | Subscription and payment management                          |

## Quick Start

<Steps>
  <Step title="Access Settings">
    Click **Settings** in the sidebar
  </Step>

  <Step title="Navigate Categories">
    Use the vertical icon bar on the left to switch between settings areas
  </Step>

  <Step title="Make Changes">
    Update settings as needed - most changes save automatically
  </Step>

  <Step title="Review Changes">
    For critical settings like Tenant or Billing, click **Save Settings** to confirm
  </Step>
</Steps>

## Settings Categories

### User Management

<CardGroup cols={2}>
  <Card title="Users & Roles" icon="users" href="/user-guides/settings/users-roles">
    Add team members, assign roles, and manage permissions across your organization
  </Card>

  <Card title="Companies" icon="building" href="/user-guides/settings/companies">
    Configure client companies, locations, and company-specific settings
  </Card>
</CardGroup>

### Operations Settings

<CardGroup cols={2}>
  <Card title="Ticket Settings" icon="ticket" href="/user-guides/settings/tickets">
    Configure ticket delivery methods, display groups, and allowed statuses
  </Card>

  <Card title="Training Settings" icon="graduation-cap" href="/user-guides/settings/training">
    Manage courses, categories, and learning content
  </Card>
</CardGroup>

### Security & Compliance

<CardGroup cols={2}>
  <Card title="Compliance Checks" icon="shield-check" href="/user-guides/settings/compliance">
    Manage security compliance checks across frameworks
  </Card>

  <Card title="Playbooks" icon="book" href="/user-guides/settings/playbooks">
    CIS security benchmarks and compliance playbooks
  </Card>
</CardGroup>

### MSP Tools

<CardGroup cols={3}>
  <Card title="Scoring" icon="heart-pulse" href="/user-guides/settings/scoring">
    Configure which dimensions factor into client health scores
  </Card>

  <Card title="Standards" icon="wrench" href="/user-guides/settings/standards">
    Define tool categories and items for your recommended technology stack
  </Card>

  <Card title="Financial Reporting" icon="dollar-sign" href="/user-guides/settings/financial-reporting">
    Map revenue categories and configure the profitability reporting model
  </Card>
</CardGroup>

### Customization

<CardGroup cols={2}>
  <Card title="Templates" icon="file-lines" href="/user-guides/settings/templates">
    Create and manage note templates for meetings and tasks
  </Card>

  <Card title="Email Settings" icon="envelope" href="/user-guides/settings/email">
    Configure custom sending domains and email templates
  </Card>

  <Card title="External Resources" icon="link" href="/user-guides/settings/external">
    Manage external documentation and resource links
  </Card>
</CardGroup>

### System Configuration

<CardGroup cols={2}>
  <Card title="Integrations" icon="plug" href="/user-guides/settings/integrations">
    Connect PSA systems like Halo, ConnectWise, Syncro, and more
  </Card>

  <Card title="Import/Export" icon="file-import" href="/user-guides/settings/import-export">
    Bulk import and export data using CSV files
  </Card>
</CardGroup>

### Administration

<CardGroup cols={2}>
  <Card title="Tenant Settings" icon="building-columns" href="/user-guides/settings/tenant">
    Configure organization-wide settings, domains, and branding
  </Card>

  <Card title="Billing" icon="credit-card" href="/user-guides/settings/billing">
    Manage subscriptions, payment methods, and invoices
  </Card>
</CardGroup>

## Permissions

Access to Settings is controlled by custom roles defined in **Users & Roles**. Each role can be assigned specific permissions to control access to different settings areas.

Common permission patterns include:

| Permission Type         | Description                                                    |
| ----------------------- | -------------------------------------------------------------- |
| **Full Admin Access**   | Complete access to all settings including tenant and billing   |
| **Settings Management** | Access to operational settings (tickets, training, compliance) |
| **Company Management**  | Ability to configure company-specific settings                 |
| **User Profile Only**   | Limited to personal profile settings                           |

<Note>
  The **Primary Admin** role always has full access to all settings. Custom roles can be configured with granular permissions in [Users & Roles](/user-guides/settings/users-roles).
</Note>

## Related Resources

* [Getting Started](/user-guides/getting-started/index) - Initial setup and onboarding
* [Integrations Guide](/user-guides/integrations/index) - Detailed integration setup instructions
* [Users & Roles](/user-guides/settings/users-roles) - User management and permissions