Documentation Clients Can Actually Find
Give authorized users a place to find shared documents, pages and supported content from connected documentation providers. Company scope and permissions control access.
MSPortal.ai is a client-facing portal platform for managed service providers that includes documentation as part of its 29-module suite.
Problems We Solve Every Day
Clients have yet another portal to remember just to access their own IT documentation and passwords
Documentation from your existing tool surfaces directly inside the portal clients already use every day
Clients find passwords, procedures, and docs in the same place as their tickets, devices, and invoices with no extra logins
One less login to remember. Clients appreciate the simplicity
Clients have no secure, self-service way to look up the shared passwords and credentials they need
Passwords from your documentation platform are accessible to clients with proper permissions, right inside the portal
Clients find the Wi-Fi password, admin credentials, or vendor logins they need without opening a ticket or calling the helpdesk
Self-sufficiency for routine lookups means fewer interruptions for everyone
Clients can never remember where a specific document, procedure, or piece of information lives
A single search bar that finds documentation alongside tickets, devices, and contacts
Clients search once and find what they need, whether it's a setup guide, a password, or a support ticket
Finding information becomes effortless instead of a scavenger hunt
What's Included
Core client-portal capabilities in one platform, with optional services identified separately.
Password Management
Clients securely access shared passwords and credentials right inside the portal, with role-based permissions controlling who sees what.
Folder Browsing
Clients browse documentation folders organized by category without needing a separate tool or login.
Unified Search
One search bar finds documentation, tickets, devices, and contacts together.
Deep Integration
Surface supported content from connected documentation providers alongside native pages and documents. Coverage and freshness depend on the provider.
Access Controls
Role-based permissions ensure clients only see documentation meant for them.
Native Pages and Documents
Organize portal pages and uploaded documents so permitted users can find the information you share.
Frequently Asked Questions
Common questions about Documentation in MSPortal
Which documentation platforms does MSPortal integrate with?
MSPortal supports documentation integrations including IT Glue and Hudu. Supported record types and actions vary by provider; use the integration guide to confirm what your team needs.
Can clients access documentation through the portal?
Yes. Documentation access is controlled by your role-based permission settings. You configure which documentation is visible to client users versus internal team members.
Is this a replacement for IT Glue or Hudu?
MSPortal can surface supported provider content and also offers native pages and documents. Confirm the specific editing, search and credential workflows before replacing an existing documentation tool.
How does the unified search work?
Search finds supported documentation and other portal records within your access. Results depend on the selected search mode, connected providers, company scope and sharing permissions.
Is password data secure in MSPortal?
Supported provider password reveals use permission-checked access to the connected provider. Native onboarding credential handoff is a separate workflow with encrypted storage. Configure company access and reveal permissions for the intended audience.
Still have questions?
Contact our teamExplore Related Features
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Implementation timing varies by environment and integrations