Custom Branding

The Client Portal can be fully branded with your MSP identity, including logo, colors, and custom domain. Present a professional, unified experience to your customers that reflects your brand rather than the underlying platform.

Note: The Client Portal is white-label ready. Your customers will see your branding throughout their experience, from the login page to email notifications.

Branding Options

Customize the following visual elements of the Client Portal:

Element	Customization	Recommendation
Logo	Upload your MSP logo for the portal header	200x50px, PNG or SVG
Primary Color	Brand color for buttons, links, and accents	Hex color code
Favicon	Browser tab icon	32x32px ICO or PNG
Support Contact	Phone, email, and hours displayed in footer	Keep updated
Welcome Message	Custom text on the login page	Brief and welcoming

Custom Domain

Configure a custom domain for a fully branded portal experience:

Set up a subdomain like portal.yourmsp.com
SSL certificate is automatically provisioned
DNS configuration requires a CNAME record pointing to OpsPilot365

Domain Setup Steps

Choose your desired portal subdomain (e.g., portal.yourmsp.com)
Add a CNAME record in your DNS pointing to the OpsPilot365 portal endpoint
Verify domain ownership in the platform settings
SSL certificate is auto-provisioned via Let’s Encrypt
Portal is accessible at your custom domain within minutes

Note: Custom domain changes may take up to 24 hours for full DNS propagation.

Portal Features

The branded portal provides customers with self-service access to the following:

Dashboard Overview

Customer landing page showing key metrics at a glance:

Active users count and recent changes
License utilization summary
Open support tickets
Security score and alerts
Service health status

User Directory

Read-only view of the organization’s users. Customers can see who has access and their basic attributes without being able to make changes.

Configurable: Enable/disable user directory visibility per customer.

License Inventory

License assignment breakdown by SKU
Usage trends over time
Cost visibility (if enabled)
Request additional licenses button

Support Tickets

Customers can create, view, and update their support tickets directly in the portal. Integrates with your PSA system for unified ticket management.

Create new tickets with category selection
View ticket history and status
Add comments and attachments
Receive email notifications on updates

Service Requests

Pre-defined request forms for common operations:

New user onboarding request
User offboarding request
Password reset request
License change request
Distribution group modifications

Access Configuration

Portal Users

Define which customer contacts can access the portal. Users authenticate with their Microsoft 365 credentials or a separate portal login.

Role-Based Access

Assign portal roles to control what each user can see and do:

Role	Access Level
Admin	Full access to all portal features
Standard	View data and create/manage tickets
Limited	Tickets only, no data visibility

Feature Toggles

Enable or disable portal features per customer. Some customers may only need ticket access while others want full visibility into their tenant.

Notifications

Configure automated notifications to portal users:

Ticket Updates — Status changes, new comments, resolution
Service Alerts — M365 service incidents affecting their tenant
License Alerts — Approaching quota, renewals due
Security Alerts — Critical security events (configurable)
Monthly Digest — Summary of activity and metrics

API Reference

PUT /api/portal/settings/branding — Update portal branding
GET /api/portal/customers/:id/dashboard — Get portal dashboard data for customer
GET /api/portal/customers/:id/users — List users visible in portal
POST /api/portal/customers/:id/requests — Submit service request
GET /api/portal/customers/:id/reports — List available reports for customer