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Client Portal

The client portal is your clients' window into the work you do for them — branded with your MSP's identity, not ours.

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How the client portal works

Every MSPDock tenant gets a client portal at a subdomain of mspdock.com (e.g., acmemsp.mspdock.com). On the Business plan, you can use your own custom domain (e.g., portal.acmemsp.com).

The portal displays your MSP's logo, company name, and brand colors. Clients never see the MSPDock brand (except for a small "Powered by MSPDock" badge on Starter and Professional plans, which is removable on Business).

Client access

Clients access their portal in one of two ways:

  • checkEmail login — Clients receive an email with a magic link when you publish a report, send a quote, or share an agreement. Clicking the link logs them in automatically.
  • checkDirect link — You can share a direct link to a specific report, quote, or agreement. The client verifies their email to access it.

No passwords are required for client portal access. This reduces friction and support requests around forgotten passwords.

What clients can see

In the portal, clients have access to everything you have published or sent to them:

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Monthly Reports

All published reports for their company. They can view the full report including executive summary, ticket metrics, grades, and recommendations. They can also download the PDF.

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Quotes & Proposals

Quotes that have been sent to them. They see line items with product names, descriptions, quantities, and prices (after markup — never the distributor cost). They can accept or decline with an e-signature.

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Invoices

Outstanding and paid invoices. Clients can pay open invoices directly via Stripe (credit card or ACH) from the portal.

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Agreements

Agreements shared for signature (MSAs, SOWs, SLAs, etc.). Clients can read the full agreement and sign electronically.

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Important

Clients only see items that have been explicitly published or sent to them. Draft reports, unsent quotes, and unpublished agreements are never visible in the portal.

Impersonation / "View as Client"

Before publishing or sending anything to a client, you can preview exactly what they will see using the "View as Client" feature.

  1. 1Open any client from the Clients page
  2. 2Click "View as Client" in the top toolbar
  3. 3MSPDock switches to the client portal view, showing your MSP branding and only the content that client would see
  4. 4Navigate through reports, quotes, and agreements to verify everything looks correct
  5. 5Click "Exit Client View" to return to the MSP dashboard

This is especially useful for verifying that:

  • checkYour branding (logo, colors) appears correctly
  • checkQuote prices show the marked-up client price, not your cost
  • checkReport content is client-appropriate and free of internal notes
  • checkOnly published/sent items are visible
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Tip

Make it a habit to use "View as Client" before publishing your first report or sending your first quote to a new client. This ensures the experience meets your standards.