Tenant Settings controls organization-wide configuration including company details, custom domains, branding, and security options. Only Primary Admins can access these settings.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.
Accessing Tenant Settings
- Click Settings in the sidebar
- Select the Tenant icon from the settings navigation
Tenant Settings Overview
Tenant Details
Basic organization information:| Field | Description |
|---|---|
| Company Name | Your organization’s display name |
| Billing Email | Email for billing notifications |
| Primary Admin | Main administrator contact |
Address & Preferences
Company Address
- Street Address - Physical location
- City, State/Province - Location details
- Postal Code - ZIP or postal code
- Country - Country of operation
Timezone
Select your organization’s default timezone. This affects:- Scheduled reports
- Meeting times
- Audit timestamps
- User default timezone
Tenant Security Settings
Restrict to Assigned Companies
When enabled:- Users only see data for companies they’re explicitly assigned to
- Improves data isolation between teams
- Requires company assignments in user management
Roles with Bypass Company Restrictions enabled will still have access to all companies.
Advanced Settings
Additional security and configuration options for enterprise deployments.Custom Domains
Configure custom domains to access MSPortal with your own branding:Adding a Custom Domain
Domain Status
| Status | Meaning |
|---|---|
| Active | Domain is verified and working |
| Pending | Waiting for DNS verification |
| Error | DNS configuration issue |
Enhanced Branding
Customize your organization’s branding:Brand Color
Set your primary brand color, used for buttons, links, sidebar highlights, and other branded UI across the app.Pick Your Color
Use the color picker or type a hex code into the input. Short hex values such as
#0e9 and full six-digit hex such as #7c3aed are both accepted.Preview in Light and Dark Mode
Preview cards show how buttons, sidebar items, badges, and links will look in both light and dark themes. The dark-mode variant is generated automatically from your chosen color.
The Reset button restores the default MSPortal teal color. You will be prompted to confirm before reverting.
- Primary buttons and call-to-action buttons
- Links and link hover states
- Sidebar active item highlights
- Focus rings and selection highlights
- Chart primary color
- Status badges that use the brand scale
Client Onboarding Portal Branding
Your brand color automatically applies to the public client onboarding portal as well. When a client opens their onboarding link, the portal uses your tenant’s colors and logo so it feels like part of your brand, not a generic page. No separate configuration is needed.Logo Options
| Logo Type | Size | Used For |
|---|---|---|
| Primary Logo (Light) | 140×32px | Expanded sidebar (light mode) |
| Small Icon (Light) | 32×32px | Collapsed sidebar (light mode) |
| Primary Logo (Dark) | 140×32px | Expanded sidebar (dark mode) |
| Small Icon (Dark) | 32×32px | Collapsed sidebar (dark mode) |
| Favicon | 32×32px | Browser tab icon |
| Reporting Logo | Varies | PDF reports and exports |
Upload Guidelines
- Format - PNG or SVG recommended
- Background - Transparent backgrounds work best
- Quality - High resolution for crisp display
- Theme-aware - Upload separate light/dark versions
Live Preview
Use the preview panel to see how your branding appears:- Desktop view - Full sidebar with logo
- Mobile view - Collapsed icon view
Best Practices
- Complete all branding - Upload all logo variants for consistent appearance
- Test custom domains - Verify domains work before sharing with users
- Document settings - Record configuration for disaster recovery
- Review periodically - Update branding when company details change
Related Resources
- Billing Settings - Subscription management
- Users & Roles - User permissions
- Settings Overview - All settings options