> ## 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.

# Tenant Settings

> Configure organization-wide settings, custom domains, and branding

Tenant Settings controls organization-wide configuration including company details, custom domains, branding, and security options. Only Primary Admins can access these settings.

## Accessing Tenant Settings

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

## Tenant Settings Overview

<Frame>
  <img src="https://mintcdn.com/msportal/mWw1uncm60YecvCw/images/settings/settings-tenant.png?fit=max&auto=format&n=mWw1uncm60YecvCw&q=85&s=2931aeae99758b6c9ba8a086ef16dba1" alt="Tenant Settings" width="2403" height="1203" data-path="images/settings/settings-tenant.png" />
</Frame>

## 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

<Note>
  Roles with **Bypass Company Restrictions** enabled will still have access to all companies.
</Note>

### 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

<Steps>
  <Step title="Enter Domain">
    Type your custom domain (e.g., `portal.yourcompany.com`)
  </Step>

  <Step title="Copy CNAME Target">
    Copy the provided CNAME target value
  </Step>

  <Step title="Update DNS">
    Add a CNAME record with your DNS provider pointing to the target
  </Step>

  <Step title="Verify Domain">
    Click **Re-check** to verify DNS propagation
  </Step>

  <Step title="Set Primary">
    Optionally mark as primary domain
  </Step>
</Steps>

### 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.

<Steps>
  <Step title="Open the Colors Section">
    In the Branding card, open the **Colors** section.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save">
    Click **Save** to apply. Your color takes effect immediately for every user in your tenant.
  </Step>
</Steps>

<Note>
  The **Reset** button restores the default MSPortal teal color. You will be prompted to confirm before reverting.
</Note>

**Where the brand color appears:**

* 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](/user-guides/client-onboarding/client-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](/user-guides/settings/billing) - Subscription management
* [Users & Roles](/user-guides/settings/users-roles) - User permissions
* [Settings Overview](/user-guides/settings/index) - All settings options