Client Portal

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 their organization's users. Customers can see who has access and their basic attributes without being able to make changes.

License Inventory

View assigned licenses, available seats, and upcoming renewals. Customers can request additional licenses through the portal.

• 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

Reports

Self-service access to tenant reports. Configure which reports are visible to customers based on their service agreement.

• Monthly usage summaries
• Security posture reports
• License utilization reports
• Export to PDF/CSV

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.