Welcome to MSPortal.ai User Guides
These guides provide detailed instructions for using every feature of MSPortal.ai. Whether you’re new to the platform or looking to master advanced features, you’ll find the information you need here.Quick Start
Platform Quick Start
New to MSPortal.ai? Start here for a rapid orientation to the platform.
Planning Modules
Modules for strategic planning and client management:Company Overview
Dashboard with company health metrics and status overview
Surveys
Create and analyze client satisfaction surveys
Goals
Set and track strategic objectives and action items
Planner
Timeline view for IT roadmap and project planning
Budgets
Financial planning and budget tracking
Calendar
Meeting scheduling and QBR management
Service Delivery Modules
Modules for day-to-day service operations:Microsoft 365
M365 security scores and compliance management
Ticketing
Service desk tickets and requests
Compliance
Compliance frameworks and policy tracking
Training
Security awareness training and course management
Devices
Asset management and device inventory
Reporting
Reports and analytics generation
Administration & Setup
Settings
Configure users, companies, and platform settings
Integrations
Connect PSA tools and external services
How to Use These Guides
Guide Structure
Each guide follows a consistent structure:- Overview - What the module does and when to use it
- Getting Started - Essential setup and orientation
- Common Tasks - Step-by-step procedures for daily operations
- Advanced Features - Power user functionality
- Troubleshooting - Solutions to common issues
Finding Information
Browse by Module
Select the guide for the module you’re working with from the sidebar or cards above
Need More Help?
Onboarding Checklist
Step-by-step setup checklist for new users
Keyboard Shortcuts
Speed up your workflow with keyboard shortcuts
Support
Contact support for additional assistance
Status Page
Check system status and uptime
Stay Updated
Documentation is continuously updated as new features are released. Check back regularly for the latest guides and procedures.