Accessing Companies Settings
- Click Settings in the sidebar
- Select the Companies icon from the settings navigation
Tab Overview
Companies
Manage your client company list, details, integrations, and company groups.
Users
View and manage all company users across every company in one place.
Roles
Define organizational job titles like Account Manager or Technician.
Permissions
Create permission groups that control what company users can access in the portal.
Companies Tab
The Companies tab displays all client companies in your organization with filtering, sorting, and bulk actions.Company Information
Each company entry shows:| Field | Description |
|---|---|
| Name | Company name with parent/child and import source indicators |
| Status | Active or Inactive |
| Industry | Business sector |
| Integrations | Connected PSA/RMM badges (ConnectWise, Halo, Autotask, Syncro, Asio, Cove) |
| Groups | Assigned company groups |
| Training | Premium or Standard training tier |
| M365 | Microsoft 365 connection status |
| Contact | Primary contact name or email |
Filtering and Searching
Use the built-in filters to narrow down companies:- Search - Filter by company name
- Status - Active or Inactive
- Industry - Business sector
- Integrations - Filter by connected integration (multi-select)
- Groups - Filter by company group (multi-select)
Adding a New Company
Importing Companies
Click the Import button to import companies from your connected integrations (Halo PSA, ConnectWise, Autotask, Syncro, or Asio).Changes made in your PSA will sync to MSPortal. Some fields may be read-only if managed by your PSA integration.
Bulk Actions
Select multiple companies using the checkboxes to perform bulk operations:- Assign Roles - Set account manager or other staff roles for selected companies
- Set Parent Company - Establish parent/child company relationships
- Set Company Groups - Organize companies into groups
- Enable/Disable Premium Training - Toggle Bigger Brains premium training access
Per-Company Actions
Click the actions menu on any company row to:- View Details & Users - Open the company detail page
- Edit Company - Update company information
- Create Location - Add a physical location
- Import Users - Pull users from connected integrations
- Delete Company - Remove the company (requires manage permission)
Users Tab
The Users tab provides a consolidated view of all company users across every company, with powerful filtering and bulk management capabilities.Company users are your clients’ users — the end users at each company who access their own portal. These are separate from your internal MSP team members managed in Settings > Users & Roles.
User Information
Each user entry shows:| Field | Description |
|---|---|
| User | Avatar, full name, and job title |
| User email address | |
| Company | Which company the user belongs to |
| Permissions Group | The permission group assigned to this user |
| Source | How the user was added (Manual, ConnectWise, Halo, Microsoft 365, Autotask) |
| Status | Active or Inactive |
| Last Synced | Last synchronization date from integration |
Filtering and Searching
- Search - Filter by name or email
- Company - Filter by company (multi-select)
- Permissions Group - Filter by assigned permission group
- Source - Filter by import source
- Status - Active or Inactive
Bulk Actions
Select multiple users using the checkboxes to:- Update Permissions Group - Change the permission group for all selected users
- Edit Custom Fields - Batch update custom fields across selected users
- Remove Access - Remove portal access and block re-import for selected users
Per-User Actions
Click the actions menu on any user to:- Edit User - Change permissions, custom fields, or details
- Send Welcome Email - Send or resend a portal invitation
- Impersonate - View the portal as this user (requires impersonate permission)
- Remove Access - Revoke access and block re-import from integrations
Roles Tab
The Roles tab lets you define organizational job titles for your company users, such as “Account Manager”, “Technician”, or “Help Desk”.What Roles Are For
Roles help you categorize and organize company users by their job function. They are useful for:- Reporting - Filter and group users by role in reports
- Organization - Quickly understand who does what at each company
- Communication - Identify the right contact for different types of issues
Managing Roles
| Column | Description |
|---|---|
| Role Name | The name of the role (e.g., “Account Manager”) |
| Description | Optional description of the role’s purpose |
Creating a Role
Roles can be edited or deleted from the actions column in the table.
Permissions Tab
The Permissions tab is where you create and manage Permission Groups that control what company users can access and do within their company’s portal.What Permission Groups Control
Permission groups determine:- Which modules a company user can see (Tickets, Training, Devices, Compliance, etc.)
- What actions they can take within each module (Read, Write, or Manage)
- Which ticket display groups they have access to
Permission Levels
Each module supports three levels of access:| Level | Description |
|---|---|
| Read | View data only |
| Write | Create and edit records |
| Manage | Full control including delete |
Global vs Custom Groups
| Type | Description |
|---|---|
| Global | Built-in permission groups provided by MSPortal. These can be viewed but not edited or deleted. |
| Custom | Permission groups you create. Fully editable and deletable. |
Creating a Permission Group
Configure Permissions
Check the permissions for each module. Permissions are organized by resource (Tickets, Meetings, Goals, Training, etc.).
Set as Default (Optional)
Enable Default Role if this group should be automatically assigned to new company users.
Assign Ticket Display Group (Optional)
Select which ticket display group this permission group has access to.
Common Permission Group Examples
Full Access
Access to all available modules. Can view and manage their company’s data.
Standard User
Access to tickets, training, and basic features. Cannot manage company settings.
Training Only
Limited to training courses and compliance acknowledgments.
View Only
Can view information but cannot create or modify anything.
Understanding the Difference: Roles vs Permissions
This is an important distinction that affects how you organize and secure your company users.- Roles
- Permission Groups
Company Roles
Purpose: Describe who someone is — their job function.- Simple labels with a name and description
- Used for organization, reporting, and identification
- Do not grant or restrict any access
- Examples: “Account Manager”, “Technician”, “Help Desk”, “CFO”
How They Work Together
A company user is assigned both a Role and a Permission Group:| Concept | Set In | Controls | Example |
|---|---|---|---|
| Role | Roles tab | Organization and reporting | ”Account Manager” |
| Permission Group | Permissions tab | Portal access and actions | ”Full Access” |
Roles and Permission Groups are independent. Changing a user’s role does not affect their permissions, and changing their permission group does not affect their role.
Required Permissions
To manage Companies Settings, your tenant role needs:| Permission Level | Capabilities |
|---|---|
Read (read_settings_companies) | View companies, users, roles, and permission groups |
Write (write_settings_companies) | Create and edit companies, users, roles, and permission groups |
Manage (manage_settings_companies) | All of the above, plus delete |
Best Practices
- Start with fewer permission groups - Create broad groups first, then add specific ones as needed
- Use roles for reporting - Assign roles consistently to enable useful reporting by job function
- Review permissions regularly - Audit permission groups periodically to ensure appropriate access
- Keep company data current - Regularly update company details and verify contacts
- Use consistent naming - Establish naming conventions for companies, roles, and permission groups
Related Resources
- Users & Roles - Manage your internal MSP team roles
- Company Overview - Company dashboards
- Integrations - PSA and RMM company sync
- Onboarding: Permission Groups - Initial permission group setup
- Onboarding: Company Roles - Initial role setup