Clients, Companies & the Portal

• Adding and managing client companies Create, edit, deactivate and search companies, the core record everything in SummitPSA hangs off.
• Company details, domains, and settings What the company profile holds: identity, address, account fields, sites and monthly reports.
• Adding contacts and contact roles Add people under a company, set their contact role, and control communication preferences.
• What your clients see in the portal A tour of the client portal: tickets, invoices, knowledge base and the service catalog.
• Enabling and configuring the portal Turn on portal modules (invoices, KB), set the default board, and grant contacts access.
• Branding the portal Set the portal name, tagline, accent color and logo so it matches your MSP brand.
• Giving a contact portal access Grant, unlock and revoke a contact's portal sign-in from their contact record.
• The portal knowledge base Let clients self-serve with KB articles gated by portal_kb_enabled and per-company visibility.