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Tenant Settings controls your organization’s details, locations, AI features, custom domains and branding. This page is for MSP staff who manage those settings.

Before you start

  • You need Tenant settings access. Read access lets you view the page. Adding, verifying and removing domains and choosing custom domain login methods need write access. Logos, the favicon, brand colors and the sign-in page need manage access to Tenant settings or manage access to the Launch Center. The header Save Settings button needs write access. Delete Tenant shows only to users with manage access. Without the needed access, the controls on the Branding tab are disabled.
  • A custom domain needs access to your DNS provider.

Open Tenant Settings

1

Open Settings > Tenant

The page has three tabs: Details, AI and Branding.

Save your changes

The header has Reset and Save Settings buttons. Save Settings stays disabled until you change something.
  • Save Settings saves the main form. That covers Details, the AI tab, the custom domain login methods and the AI Home blocks.
  • Reset returns the form to its last saved values. It does not undo uploads, Save color, location changes, domain changes or Save sign-in page. Those save on their own.
  • If you leave the page with unsaved changes, MSPortal asks you to choose Discard changes or Keep editing.

Update tenant details

1

Open the Details tab

The Tenant Details card holds the basic organization fields.
2

Edit the fields

3

Click Save Settings

A confirmation appears and the card shows when it was last updated.

Manage locations and preferences

1

Find the Locations & Preferences card on the Details tab

It lists your locations. Each one shows its name, its address, and a Primary badge on the primary location.
2

Click Add Location

Enter a Location Name (required), the Address, and an optional AI Context. The AI assistant uses the name and context to answer location questions. Click Add.
3

Edit, delete or set a primary location

Open the location’s actions menu and choose Set as primary, Edit location or Delete location. Deleting the primary location promotes another location. Each of these saves right away. You do not need Save Settings.
4

Set the preferences

Choose a Timezone, a Default Currency and a Default Language. Leave Default Currency on Use country default to derive it from the country. Users and companies can override the language, and companies can override the currency. Click Save Settings.
The Data residency & hosting card shows your data region, database region and application region. It is read-only. It does not move your data.

Configure AI features

1

Open the AI tab and stay on General

General has the AI switches. The other sections are Context, Home page and Assistant panel.
2

Set Enable all AI-powered features

Check it to allow AI for your whole organization. Uncheck it and no users, automations or background jobs can generate AI content.
3

Set Enable AI features for client users

Uncheck it so company users get the non-AI experience while your team keeps AI. This switch is disabled while the master switch is off, because turning the master switch off disables AI for everyone. To keep one client’s data away from AI completely, see Turn off AI for a company.
4

Set AI-Powered Home Page (Global)

Check Enable AI assistant on the home page for chat-based navigation and queries. When unchecked, every company sees the classic home page. When checked, you can switch individual companies in Settings > Companies. This box is also disabled while the master switch is off.
5

Click Save Settings

All three switches are on by default.

Add AI context

1

Open AI > Context

Fill in what the AI assistant can share and use: the portal name (What do you call the Portal?), AI advisor name, Support Email, Support Phone, Sales Phone, Emergency Phone, Business Hours, Website URL and General Notes.
2

Click Save Settings

General Notes holds up to 3,500 characters.

Customize the AI Home welcome screen

1

Open Settings > Tenant > AI > Home page

You need manage access to edit these controls. The preview on the right shows sample welcome text and blocks as you edit.
2

Upload a background image

Under Background image, click Upload image and choose a JPG, PNG or WebP file no larger than 3 MB. Wait for the upload confirmation and check the preview. The image applies after you save in the last step. A large landscape image such as 1920 × 1080 pixels is a good start. The image fills the welcome area and crops around the center on narrow screens, and MSPortal adds an overlay to keep the text readable.
3

Personalize the welcome text

Under Phrasing, edit Greeting label, Headline, Subheadline and Text entry placeholder. You can use {greeting}, {name}, {tenantName} and {portalName}. For example, use {greeting} for the label and {name} for the headline. Empty fields use the standard welcome text.
4

Add shortcut blocks

Under Blocks under the text entry, click Add block. Give each block a Label, an Icon, an optional Description and a Prompt sent to AI. The prompt runs when someone selects the block. For example, label a block Open a support ticket with the prompt I want to open a support request. You can add up to four blocks. Custom blocks replace the default quick actions.
5

Save and check Home

Click Save Settings in the header. The Save button on a block saves the same form. Then open Home with an account that has AI Home enabled, on a desktop and a phone, and check the background and text. The preview is only a sample. The live greeting uses the viewer’s name and the time of day. For a company user, AI Home must also be enabled for that company.
AI Home settings showing an uploaded background image, personalized welcome phrasing, shortcut blocks, and sample preview.

Example AI Home settings with a background, personalized welcome, and shortcut blocks.

To remove the image, click Remove image, then Save Settings. To restore the standard phrasing and quick actions, click Reset to default, then Save Settings.

Customize the Assistant panel

1

Open AI > Assistant panel

This section sets the starter questions people see when they open the assistant from any page.
2

Add or edit starter questions

Click Add question and enter a Label, an Icon and a Prompt sent to the assistant. You can add up to six. Remove them all to open the panel with only the prompt box. Reset to default restores the standard questions.
3

Click Save Settings

The panel’s Preview updates as you edit.

Add a custom domain

Custom domains live in the Domains section of the Branding tab.
1

Open Branding > Domains

The Project CNAME target is shown at the top with a Copy button.
2

Enter the domain

Type it into Domain, for example portal.yourcompany.com. Check Primary if this should be the primary domain.
3

Click Add

The DNS setup dialog opens when DNS records are needed. It shows the Routing record, which is a CNAME for subdomains and an A record for apex (root) domains. It also shows Verification records (TXT) that you must add.
4

Add the records at your DNS provider

Copy each record with its copy button. DNS changes can take up to 24 hours, and often finish sooner.
5

Click Re-check on the domain's row

When DNS is ready the domain becomes Active and SSL is set up automatically. If it is still waiting, a message says the domain is still verifying. Click DNS setup on the row to see the records again.
6

Set the primary domain

Click Set primary on the row you want. Domains save on their own. You do not need Save Settings. People who sign in with an emailed magic link land on your primary domain.
To remove a domain, click Remove on its row and confirm. This detaches the domain and deletes its record.

Choose sign-in methods for custom domains

1

Scroll to Custom domain login methods

It sits below the domain list in the Domains section.
2

Check or uncheck the methods

The methods are Sign in with Microsoft, Sign in with Google and Send Magic Link. At least one must stay on, so the last checked method is locked. These choices affect your custom domains only. MSPortal domains keep every method.
3

Click Save Settings

This one saves with the header button.

Set your brand color

Tenant branding color controls and light/dark sample previews.

Branding colors with separate Save color and built-in light and dark previews.

1

Open Branding > Colors

The brand color drives buttons, links, sidebar highlights, focus rings, chart primary color and status badges that use the brand scale.
2

Pick your color

Use the swatch picker or type a hex code. Three-digit values such as #0e9 and six-digit values such as #7c3aed both work.
3

Check the previews

The previews show buttons, sidebar items, badges and links in light and dark mode. MSPortal creates the dark variant from your color.
4

Click Save color

Wait for the Brand color saved message, then reload a portal page to check it. Save color is a separate save from Save Settings.
Click Reset next to Save color to go back to the default MSPortal color. You confirm first, and it is saved right away. Reset is disabled until you have saved a custom color. Your brand color also applies to the public client onboarding portal. No extra setup is needed.

Upload logos and a favicon

1

Open the Branding tab and choose Light Mode or Dark Mode

Each tab has two upload areas. Primary Logo (Light) and Primary Logo (Dark) show in the expanded sidebar. Small Icon (Light) and Small Icon (Dark) show in the collapsed sidebar.
2

Click Upload and choose a file

Use a PNG, JPEG or SVG file up to 1.5 MB. Recommended sizes are 140 × 32 px for primary logos and 32 × 32 px for small icons. Upload separate light and dark versions for the best result.
3

Position the image and click Save & Apply

The crop dialog lets you zoom, rotate and position the image. Closing it without Save & Apply does not save anything. A success message confirms the upload.
4

Upload a favicon on the Favicon tab

Use an ICO or PNG file under 256 KB. Other file types are rejected with Please upload an ICO or PNG image. 32 × 32 px is recommended. It shows in browser tabs when people use your custom domain. Favicons have no crop step.
5

Upload a reporting logo on the Reports & Certs tab

This logo appears on generated reports, documents and training certificates. It can be any size or aspect ratio. A high-quality PNG with a transparent background works best.
Use Reset to Default at the top right of the branding tabs to clear all logos, icons, the favicon and the reporting logo. You confirm first. The Live Preview under the tabs shows the logos in the desktop and mobile layouts.

Custom sign-in page

This changes the sign-in page on your custom domains only. It does not change MSPortal-owned domains. Before you start, make sure you have:
  • An active custom domain.
  • Manage access to Tenant Settings or Launch Center settings.
  • A Primary Logo (Light) uploaded, if you want your logo on the sign-in card.
1

Open Settings > Tenant > Branding > Sign-in Page

The preview updates as you change settings.
2

Set the Logo size

Move the slider until the logo fits the card.
3

Choose a Background

Pick Default, Solid color, Gradient or Image. A solid color needs a hex value such as #0f766e. A gradient has a Gradient start and Gradient end.For an image, click Upload image and choose a PNG, JPG or WEBP file up to 3 MB. A landscape photo of 1920 × 1080 pixels or larger works best. The image crops at the edges, and the card covers the center. Avoid text or key details in it. Use Photo darkening to keep the card readable over a bright image.
4

Choose the card style

Turn on Frosted glass card for a slightly transparent card with a blur. The effect shows with a color, gradient or image background, not the default background.
5

Write the welcome message

Enter a Welcome title and Welcome subtitle. Leave a field blank to use the standard text. Add Help instructions (up to 500 characters) for support details that show below the sign-in options. Everyone who visits the sign-in page can read these, so leave out credentials and private details.
6

Click Save sign-in page

Uploading a background only prepares a draft. The page does not change until you save. Then open your custom domain in a private browser window, on a desktop and a phone, to check it.
To clear the background, card style, logo size and welcome text, click Reset to default and confirm. Your logos, favicon, brand colors and domains stay as they are. The sign-in page also uses your primary logo, favicon, brand colors and the sign-in methods you chose for custom domains.

Choose the navigation style

The navigation style decides how the sidebar and top bar look. Everyone sees Current until you pick another style.
1

Open Branding > Navigation style

Go to Settings > Tenant, open the Branding tab and select the Navigation style sub-tab, next to Colors. Changing it needs manage access to Tenant settings.
2

Pick the default

Click Current or Modern. The choice saves at once, and your own view switches straight away. Everyone else sees the new style on their next page.
3

Decide whether people may choose their own

Let people choose their own is on by default, so each person can pick a different style under User Settings. Turn it off to show the default to everyone.
See Customize the sidebar for what each style looks like.
Branding tab with the Navigation style sub-tab open: the Current and Modern cards and the Let people choose their own switch, turned on.

The Navigation style sub-tab on the Branding tab, in MSPortal Demo.

Delete the tenant

Only users with manage access see the Danger Zone card at the bottom of the Details tab.
1

Click Delete Tenant

A Delete Tenant confirmation opens. It warns that all users are signed out right away and that all data is permanently deleted and cannot be recovered.
2

Type the tenant name and confirm

You must type the tenant name to enable the confirm button. After deletion you are signed out right away, even if the form has unsaved changes.
MSPortal Demo tenant deletion dialog with exact-name confirmation

Type the tenant name to confirm permanent deletion.

Tenant-name confirmation before permanent deletion on a phone

The same confirmation on a phone.

Creating another tenant with the same email in the same region keeps the original trial deadline. Deleting a tenant does not restart its trial. The signup setup page shows the remaining days and says MSPortal will contact you. An expired trial stays expired. See Billing settings.

Troubleshooting

Frequently asked questions

No. The header Reset returns the main form to its last saved values. Uploads, Save color, locations, domain actions and Save sign-in page save on their own.
No. The Data residency & hosting card only reports where your data and portal run.
Use the header Save Settings. At least one method must stay on.
No. The color Reset asks you to confirm and saves the default color right away. The header Reset only concerns the main form.
Users, automations and background jobs can no longer generate AI content. Existing records are not deleted.
No. They apply to your custom domains only.