Permissions

Configure access control for the Client Portal. Define which customer contacts can access the portal and what they can see and do.

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: Admin (full access), Standard (view + tickets), or Limited (tickets only).

Feature Toggles

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

Custom Domain

Configure a custom domain (portal.yourmsp.com) with SSL certificate for a branded experience.

Self-Service Actions

Optionally enable customers to perform certain actions directly:

Low Risk

• View user directory
• Download reports
• Create support tickets
• View license inventory

Approval Required

• Request new users
• Request license changes
• Request group modifications
• Request password resets