Skip to main content
Companies Settings is where MSP staff create client companies, edit their details, import them from your PSA and change many companies at once. Client users and roles live in Settings > Users & Roles.

Before you start

  • You need Companies settings access. Read access lets you view companies. Write access lets you add, edit and run bulk actions. Manage access is also needed to delete companies, turn AI Home or a company’s AI on or off, and open Blocked Companies and Hardware defaults.
  • Premium Training actions need the Training manage permission.
  • To import companies, connect a supported PSA first. See Import Companies.
  • New from import also needs Integration Company Mapping write access, because the new company is linked to its PSA record.
  • Company users cannot use this page.

Find a company

1

Open Companies

Go to Settings > Companies.
2

Filter the list

Use the column filters. Company searches by name. Status, Training (Premium or Standard) and M365 (Connected or Not Set) are lists. Integrations and Types let you pick several values. The Industry column is hidden until you turn it on from the column menu.
3

Check badges before editing

A Parent or Child badge shows the company hierarchy. Imported from shows the PSA that created the company. Similar names can be different companies, so check the badges first.
Each row has a … menu. With write access it shows Edit Company. With read access only, it shows View Details & Users.

Create a company

1

Open the form

Click New Company in the page header, then Blank company. The Add New Company dialog opens. New from import is listed too when a supported PSA is connected and your role can import companies.
2

Enter the details

Enter the required Name. Add Contact Name, Contact Email, Contact Phone, Website, Industry, Company Size and Primary Domain as needed.
3

Scroll to the rest of the form

Below the contact fields, set the Address, Active, Compliance Schedule, Business Review Schedule and Year-end Date.
4

Save

Click Save Company. A message confirms the company was created. Cancel closes the form without saving.
Blank Add New Company form showing the required name and optional contact and website fields.

The top of the Add New Company form. The address, active state and schedule fields continue below, and Save Company is in the dialog footer.

A contact email on a company does not create a portal user or send an invitation. The Compliance Schedule and Business Review Schedule fields set meeting frequency. They are separate from automated compliance run schedules.

Create a company from your PSA

Use New from import to bring one client in from your PSA and link it to your other tools in the same dialog. It works with Halo, ConnectWise, Autotask, Syncro and ConnectWise Asio.
1

Open New from import

Click New Company in the page header, then New from import.
2

Pick the PSA company

If you have more than one PSA connected, choose it in Import from. The list shows only that PSA’s companies that aren’t in MSPortal yet, with their type. Search to narrow it, select one company, and click Import and continue. A message confirms the company was created.
3

Review the matches

MSPortal checks your other connected tools, such as your RMM, backup and documentation tools, for records that match the new company. It uses the same matching as Review likely matches in Integration Company Mapping. Each match shows the tool, the record and a confidence score, and every match starts checked. Uncheck any that belong to a different client.
4

Link or skip

Click Link (the button shows the count, such as Link 3 matches) to link the checked records and close the dialog. Click Skip to finish without linking. Open company goes to the new company’s page.
New Company menu open on Settings > Companies with Blank company and New from import options

New Company in the page header offers a blank company or one imported from your PSA.

New company from import dialog with Import from set to Autotask PSA, a search field, and a list of PSA companies with their types, one selected

Pick the PSA company to create. Only companies that aren't in MSPortal yet are listed.

Link step of New from import saying there are no matches for A1 Facilities Management in the other integrations, with Open company and Done buttons

When nothing in your other tools matches, link the company later from Integration Company Mapping.

Matching only suggests records that aren’t linked to any company yet, and skips tools where the new company already has a link, such as the PSA it came from. Each tool offers its best match. A record that matches an existing company better stays with that company. Link it by hand in Integration Company Mapping if it belongs to the new one. If the company is inactive in your PSA, it’s created as inactive and the dialog says so. Activate it on its page, then link its tools from Integration Company Mapping.

Edit a company

1

Open the company

In the list, open the row’s … menu and click Edit Company. The company page opens on the Overview tab.
2

Edit a field

Point at a field and click the pencil icon. Change the value, then click the check mark to save, or the X to cancel. Each field saves on its own.
3

Open another tab

Use the tabs at the top to work on the rest of the company. Each tab saves separately.
In Defaults > Recurring meeting defaults, Quarterly and Yearly meetings can also use Target month or quarter. It sets the first occurrence of new bookings and is independent of Suggest a schedule. Click Save Defaults to keep the target; existing bookings keep their dates. See Recurring Meeting Booking.
If a value changes back after a sync, your PSA owns that field. Change it in the PSA.

Add a location

1

Open the company menu

In the company list, open the row’s … menu and click Add Location. You can also use Add on the Locations tab.
2

Fill in the dialog

In Create New Location, enter the Name and the address, phone, email and notes you want.
3

Create it

Click Create Location.
Locations never sync back to your PSA. A location you add, edit or delete in MSPortal changes only MSPortal; ConnectWise, Autotask, Halo and other PSAs keep their own sites. To change a site in your PSA, change it there. Locations imported from your PSA update on its next sync, which replaces any edits made to them in MSPortal.
A parent company and a location are different things. A location is a physical site of one company.

Import companies

To bring in a single company and link its tools in one step, use New from import. Use Import for several companies at once.
In the import dialog, Quick Match, bulk Assign, filter counts and Clear Filters share one toolbar. On a phone, open Filters to search.
1

Open the Import menu

On Settings > Companies, click Import in the page header. It shows only when a supported PSA is connected.
2

Choose the provider

Click Import from and your provider’s name. The import dialog opens.
3

Select and import

Pick the companies to import. You can link each one to an existing company or create a new one. Follow Import Companies.
Check Integration Company Mapping before you create a company that may already exist. Some selections create the company before the link is applied, and Cancel does not undo them.

Run a bulk action

1

Select companies

Tick the checkbox on each company. To include companies on other pages, choose all matching companies across pages.
2

Open the Actions menu

Click Actions (count) in the page header. The count shows how many companies are selected, or All N for a cross-page selection.
3

Choose the action and confirm

Pick an action from the table below. Check the dialog’s company list before you click its apply button.
Enable and Disable Premium Training, Enable and Disable AI Home and Turn off AI / Turn on AI apply as soon as you click them, with no confirmation dialog. Training availability, user overrides and enrollment are separate settings. See Enable Training.

Turn off AI for a company

Use this when a client must not have any of its data used by AI, for example because its contract or its own policy forbids it. Your other companies keep AI.
1

Open the company

In Settings > Companies, open the company. On the Overview tab, find the AI card.
2

Turn off Use AI with this company's data

The change saves right away. To change several companies at once, select them in the list and choose Turn off AI from the Actions menu, or use Turn off AI in a row’s … menu.
The AI column in the company list shows Off for every company with AI turned off. While AI is off for a company:
  • None of its data is sent to an AI model. The assistant, its tools, RON, the Chrome extension and MCP clients cannot see the company or any of its records, even when you ask about all companies.
  • AI reports for it are blocked: AI narrative reports, report presentations, AI report editing and AI sections of scheduled reports. Reports without AI still run.
  • Ticket AI, meeting summaries, planner and compliance note drafts, survey analysis and other AI features refuse the company, or leave it out when they cover many companies.
  • Background AI jobs skip it, including feedback triage and automation AI Transform steps.
  • Its company users see no AI features, the same as when Enable AI features for client users is off in Tenant Settings.
While any company has AI off:
  • Assistant conversations that started before AI was turned off start fresh, so earlier answers about that company are never reused.
  • Searching all companies from the assistant needs a company selection. Pick the companies you want in the company selector.
  • AI standards suggestions are unavailable.
  • A survey’s overall analysis and sentiment cover only the answers from companies with AI on.
Turning AI back on takes effect right away. Nothing is deleted while AI is off.

Manage company types

Types group companies for filters, reports and ticket-template availability. A company can have several types. Manual types are created in MSPortal. PSA-synced types come from your PSA and show a tooltip, Synced from and the provider name.
1

Select the companies

Tick the companies. Use the column filters first to narrow the list.
2

Open Manage Types

Click Actions (count), then Manage Types. For one company, use Manage Types in its row menu. The Manage Company Types dialog opens.
3

Choose an action

Under Action, pick one option.
4

Pick or create types

Pick existing types, or type a new name and click Create type. A new type is saved right away. Cancelling the dialog does not delete it.
5

Apply

Click Apply. A message says how many companies changed. Check the Types column.
Removed types stay removed. Your PSA sync does not add them back unless you add the type again.

Set a custom field on many companies

Use Edit Custom Field to give one company custom field the same value on many companies. For example, set the same contract renewal date for a group of clients.

Before you start

  • You need write access to Companies settings, and your MSPortal billing must be active.
  • Create the field first. Open Settings > Customization > Fields, choose Companies, and save the field. See Custom Fields.
  • A Dropdown, Multi-Select or Radio Buttons field appears only after it has at least one saved option.

Set the value

1

Select the companies

In Settings > Companies, tick the checkbox beside each company. To include companies on other pages, select all matching companies across pages.
2

Open Edit Custom Field

Select Actions (count), then Edit Custom Field.
3

Check the selected companies

The Selected Companies list shows the first 30 names, then a +N more badge. Close the dialog and adjust your selection if a company is wrong.
4

Choose the field and value

Choose a field under Custom field. Then enter the Value. The input matches the field type, such as a date picker for a date field or a list for a dropdown.
5

Apply the value

Select Apply. A message confirms how many companies were updated, and the selection clears.
Actions menu on Settings > Companies with Edit Custom Field listed below Set Currency, and one Example company selected

Edit Custom Field in the Actions menu for one selected company.

Edit Custom Field dialog with Contract Renewal Date selected, Sep 29, 2026 as the value, a disabled Clear Value button, and Cancel and Apply buttons

The Edit Custom Field dialog with a required date field and a value chosen. Clear Value is unavailable because the field is required.

Replace, clear and required fields

  • Apply replaces the existing value on every selected company. It does not add to it. For a Multi-Select field, the companies end up with exactly the options you chose.
  • Clear Value removes the field’s value from every selected company. You do not need to enter a value first.
  • Required fields cannot be cleared. The dialog disables Clear Value and says the field cannot be cleared. Apply still works.
  • Apply updates all selected companies together. If it fails, no company changes.
  • Clear Value works through the companies in batches. If it stops partway, the message says how many companies were cleared. Run Clear Value again to clear the rest.
To check the result, open the column menu and turn on the field’s column. Custom field columns are hidden by default.

Company users, access roles and team roles

Company Roles control client access. Team Roles describe MSP responsibilities, such as account manager. Assigning a staff member to a team role can limit their company selector to the companies they are assigned. A team role does not give a client user any permission. Every parent company has a Parent Admin team role. On the parent company’s Team tab, assign a client user to it to give them every child company and a company selector. See Give a parent-company user access to child companies. On a parent company’s row menu, Sync Roles to Children copies the roles of the parent company’s admin users to its child companies. On a company’s Users tab, the Email column lists any other addresses linked to a person, such as the address on their PSA contact or Microsoft 365 account, under their main email. The person’s details show every address under Email addresses. With Microsoft or Google sign-in, they can sign in with any of them. For permission changes, see Change a Company user’s permissions.

Auto-Mapping PSA Contact Types to Roles

If you use ConnectWise, Autotask or Halo, you can map PSA roles and contact types to your team roles. MSPortal then assigns people to a company’s roles from your PSA data on each sync.
1

Open Team Roles

Go to Settings > Users & Roles > Team Roles.
2

Edit a role

Click Add Role for a new role, or the edit icon on an existing one.
3

Pick the PSA roles

In the PSA column (CW Team Roles, Autotask Roles or Halo Roles), pick the PSA roles that should map to this team role.
4

Save the role

Click the check mark or press Enter. The next sync applies the mapping.
A Global team role is held by one named person and has no PSA mapping. Roles you do not map stay manually managed. A manual change to a mapped assignment can be overwritten by the next sync. See Account teams and Team Roles.

Delete a company

1

Open the row menu

In the company list, open the row’s … menu and click Delete Company. This needs manage access.
2

Read the warning

The dialog lists what is permanently deleted: company data and settings, compliance history, user associations, training records, tickets and locations.
3

Confirm

Click Delete Company. Deleting cannot be undone.
Do not delete a company to hide it or to fix an import. Change its status to inactive instead. A deleted company is blocked from being imported again. To allow it back, click Blocked Companies in the page header, select it and click Unblock. Unblocking lets it be imported again. It does not restore deleted data. Hardware defaults in the page header sets the global hardware standards that every company inherits. It applies to the whole tenant, not to one company.

Troubleshooting

Frequently asked questions

Open Settings > Users & Roles > Company Users, or the Users tab inside a company.
No. They define MSP account-team responsibilities. Assignments can change a staff member’s company scope and the client team menu.
No. Add the person as a Company user and assign a Company role.
No. Automated runs use Settings > Compliance with a run template and explicit targets.
Yes. Choosing all matching companies includes every company that fits your filters, not only the visible page.
No. A new type is saved when you create it. Apply separately saves which companies have it.
No. Replace all types changes manual types only.
No. Each field and each tab saves on its own.
No. Only that company’s data is kept away from AI. To turn AI off everywhere, use Enable all AI-powered features in Tenant Settings.
No. It only lets the company be imported again.

Traffic Light staff guidance

For participating tenants with Traffic Light enabled, the company header shows Amber, Red or Purple badges. Click the badges to show the reason, technician guidance, owner and review date. View in Customer Success opens the detail page when your role can read Client Health. Company portal users do not see this staff guidance.
Traffic Light is available only to tenants included in the pilot.
Company record with the Red and Purple guidance popover expanded in the header
Expanded company Traffic Light guidance on a phone
See Traffic Light Review to change statuses or log reviews.