MSP Partner Guides

MSP Portal Overview

How the MSP portal differs from a direct org. Client list, portfolio risk scores, and the alert feed.

Adding a New Client

Create a client organisation, import their staff, and get them ready to go.

Running Training for a Client

Generate a training program on a client's behalf and monitor their progress from your MSP view.

Understanding MSP Billing

How the wholesale vs RRP model works. Why your bill is portfolio-wide, not per client.

Portfolio Reporting

Cross-client risk scores, per-client compliance exports, and the alert feed.

API & Integrations

Sync users from your PSA and pull training, phishing, and risk reporting into your own dashboards.

HaloPSA

Native Custom Integrations setup — no middleware required.

ConnectWise PSA

Wire it up with Rewst, n8n, or Make in about 20 minutes.

NinjaOne

Why user sync should stay on directory sync, and where the API helps.