Organization Profile
Manage your MSP organization details including company information, contact details, and business settings. The organization profile is used across the platform for billing, communications, and branding.
Profile Settings
Configure your organization’s core information:
| Setting | Description | Example |
|---|---|---|
| Company name | Legal business name | Contoso MSP Services |
| Display name | Brand name shown in the platform | Contoso MSP |
| Address | Business address | 123 Tech Street, Seattle, WA 98101 |
| Phone | Primary contact number | +1 (555) 123-4567 |
| Primary contact email | info@contosomsp.com | |
| Website | Company website URL | https://contosomsp.com |
| Tax ID | Business tax identifier | Used for invoicing |
Business Settings
- Time zone — Default time zone for the platform (affects reports, schedules, SLA calculations)
- Date format — US (MM/DD/YYYY) or International (DD/MM/YYYY)
- Currency — Default currency for billing and pricing displays
- Language — Platform UI language
Platform Users
Platform users are your MSP staff who access OpsPilot365. These are distinct from end users in managed tenants.
User Roles
| Role | Description | Key Permissions |
|---|---|---|
| Administrator | Full platform access | All tenants, settings, billing, user management |
| Technician | Day-to-day operations | Assigned tenants, user/device management, reports |
| Read-Only | View-only access | View data, reports, dashboards, export data |
| Custom | Tailored permissions | Granular per-feature and per-tenant control |
Permission Matrix
| Permission | Admin | Technician | Read-Only |
|---|---|---|---|
| View dashboards | Yes | Yes | Yes |
| Manage users | Yes | Yes | — |
| Manage devices | Yes | Yes | — |
| Run automation | Yes | Yes | — |
| Order licenses | Yes | With approval | — |
| Platform settings | Yes | — | — |
| Manage billing | Yes | — | — |
| Manage platform users | Yes | — | — |
Note: “With approval” means the technician can initiate the action but it requires administrator approval to complete.
Adding a Platform User
To add a new user to your OpsPilot365 instance:
- Navigate to Settings then Platform Users
- Click Add User
- Enter the user’s email address and display name
- Select a role (Technician, Administrator, or Read-Only)
- Choose tenant access scope (all tenants or selected tenants only)
- The user receives an invitation email to activate their account
Authentication
Configure how platform users authenticate:
| Setting | Description | Status |
|---|---|---|
| Microsoft Entra ID SSO | Sign in with Microsoft work account | Enabled |
| Require MFA | Enforce multi-factor authentication for all users | Enabled |
| Session Timeout | Auto sign-out after inactivity period | 8 hours |
Audit Log
Track platform user activity and changes. The audit log records:
- Sign-in events with IP address and browser details
- User management actions (add, modify, remove users)
- Tenant modifications performed by technicians
- Settings changes made by administrators
- License order submissions and approvals
Billing Details
Your organization profile includes billing information:
Company Information
Used on invoices and billing correspondence. Keep your address and contact details current to ensure proper invoice delivery.
Billing Contact
Designate a billing contact who receives invoice notifications, payment confirmations, and billing-related alerts.
Usage Summary
Monitor your platform consumption:
| Metric | Description |
|---|---|
| Managed Users | Total users across all connected tenants |
| Managed Tenants | Number of connected customer tenants |
| API Calls | Monthly API usage (unlimited on Professional plan) |
API Reference
GET /api/msp-portal/settings/profile— Get organization profilePUT /api/msp-portal/settings/profile— Update organization profileGET /api/settings/platform-users— List all platform usersPOST /api/settings/platform-users— Invite new platform userPUT /api/settings/platform-users/:id— Update user role and accessDELETE /api/settings/platform-users/:id— Remove platform user