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Companies Settings allows you to manage all client companies in your MSPortal.ai instance. Add new companies, configure their settings, and manage company-specific configurations.

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Accessing Companies Settings

  1. Click Settings in the sidebar
  2. Select the Companies icon from the settings navigation

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Companies List

The Companies page displays all client companies in your organization.
Companies List

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Company Information

Each company entry shows:
FieldDescription
NameCompany name
IndustryBusiness sector
Primary ContactMain point of contact
StatusActive or inactive
UsersNumber of associated users

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Adding a New Company

1

Click Add Company

Select the + Add Company button
2

Enter Company Details

Fill in company name, industry, and contact information
3

Configure Settings

Set company-specific configurations like timezone and preferences
4

Add Contacts

Add primary and secondary contacts for the company
5

Save

Click Save to create the company

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Company Details

Click on any company to view and edit its details:

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Basic Information

  • Company Name - Legal or display name
  • Industry - Business sector classification
  • Website - Company website URL
  • Phone - Main contact number

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Address Information

  • Street Address - Physical location
  • City, State, Postal Code - Full address details
  • Country - Country of operation

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Company Preferences

  • Timezone - Default timezone for the company
  • Language - Preferred language for communications
  • Fiscal Year Start - Financial year beginning

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Contacts Management

Each company can have multiple contacts:
Contact TypeDescription
Primary ContactMain point of contact for the company
Technical ContactIT or technical representative
Billing ContactFinance or billing department
Executive ContactC-level or decision makers

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Adding a Contact

  1. Navigate to the company’s detail page
  2. Click Add Contact in the Contacts section
  3. Enter contact details (name, email, phone, title)
  4. Select the contact type
  5. Save the contact

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Integration with PSA

Companies sync with your connected PSA system:
  • Halo PSA - Syncs as clients
  • ConnectWise - Maps to company records
  • Autotask - Syncs with accounts
  • Syncro - Integrates with customers
Changes made in your PSA will sync to MSPortal. Some fields may be read-only if managed by your PSA.

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Company Assignments

When using company restrictions (configured in Tenant Settings), users must be assigned to companies to access their data.

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Assigning Users to a Company

  1. Open the company details
  2. Navigate to the Assigned Users section
  3. Click Add User
  4. Select users who should have access
  5. Save changes

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Best Practices

  • Keep information current - Regularly update company details
  • Verify contacts - Ensure contact information is accurate
  • Use consistent naming - Establish naming conventions for companies
  • Document relationships - Track parent/child company relationships