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The portal is available only to MSP accounts; the areas inside it are governed by your MSP role — see ",[259,260,262],"a",{"href":261},"#permissions","Permissions",".",[265,266],"hr",{},[268,269,271],"h2",{"id":270},"key-concepts","Key concepts",[273,274,276],"h3",{"id":275},"what-an-msp-is-on-the-platform","What an MSP is on the platform",[213,278,279,280,282,283,286],{},"An ",[217,281,251],{}," is a partner organization that manages compliance for other organizations. Each organization you manage is a ",[217,284,285],{},"managed client"," — a full, self-contained tenant linked to your MSP account. You get a portfolio view across all of them, while each client's data stays isolated to that client.",[288,289,290,303],"table",{},[291,292,293],"thead",{},[294,295,296,300],"tr",{},[297,298,299],"th",{},"Term",[297,301,302],{},"Meaning",[304,305,306,317,327],"tbody",{},[294,307,308,314],{},[309,310,311],"td",{},[217,312,313],{},"MSP account",[309,315,316],{},"Your partner organization — the parent of everything in the portal",[294,318,319,324],{},[309,320,321],{},[217,322,323],{},"Managed client",[309,325,326],{},"A client organization you onboard and oversee",[294,328,329,334],{},[309,330,331],{},[217,332,333],{},"Portfolio",[309,335,336],{},"The full set of clients under your MSP account",[273,338,340],{"id":339},"msp-roles","MSP roles",[213,342,343,344,347],{},"Two roles run the portal. Both can do the day-to-day compliance work across managed clients; they differ in who controls the ",[217,345,346],{},"account itself"," — billing, branding, and org administration.",[288,349,350,360],{},[291,351,352],{},[294,353,354,357],{},[297,355,356],{},"Role",[297,358,359],{},"What it can do",[304,361,362,378],{},[294,363,364,371],{},[309,365,366],{},[367,368,370],"badge",{"color":369},"info","MSP Super Admin",[309,372,373,374,377],{},"Everything an MSP Admin can, ",[217,375,376],{},"plus"," MSP billing, white-label branding, inviting users, and managing the MSP organization",[294,379,380,386],{},[309,381,382],{},[367,383,385],{"color":384},"neutral","MSP Admin",[309,387,388,389,392],{},"Full compliance work across managed clients and shared templates — ",[217,390,391],{},"but not"," billing, branding, user invites, or org settings",[244,394,395],{},[213,396,397,398,400,401,403],{},"Think of ",[217,399,370],{}," as the account owner and ",[217,402,385],{}," as a compliance operator. Both manage clients and templates; only the Super Admin controls the money and the brand.",[273,405,407],{"id":406},"msp-plan","MSP plan",[213,409,410,411,414,415,418],{},"MSP partners subscribe to a ",[217,412,413],{},"dedicated MSP plan",", separate from the direct-customer plans. It's built for managing many clients from one account, and ",[217,416,417],{},"white-label branding is included"," at no extra cost. Without an active MSP subscription, an account keeps basic client management and the cross-client overview, but the premium features — white-label branding and shared templates — stay locked until you subscribe.",[288,420,421,434],{},[291,422,423],{},[294,424,425,428,431],{},[297,426,427],{},"Feature",[297,429,430],{},"Active MSP plan",[297,432,433],{},"Without a plan",[304,435,436,451,464,478],{},[294,437,438,441,447],{},[309,439,440],{},"Client management & onboarding",[309,442,443],{},[367,444,446],{"color":445},"success","Included",[309,448,449],{},[367,450,446],{"color":445},[294,452,453,456,460],{},[309,454,455],{},"Cross-client compliance overview",[309,457,458],{},[367,459,446],{"color":445},[309,461,462],{},[367,463,446],{"color":445},[294,465,466,469,473],{},[309,467,468],{},"Shared templates",[309,470,471],{},[367,472,446],{"color":445},[309,474,475],{},[367,476,477],{"color":384},"Locked",[294,479,480,483,487],{},[309,481,482],{},"White-label branding",[309,484,485],{},[367,486,446],{"color":445},[309,488,489],{},[367,490,477],{"color":384},[265,492],{},[268,494,496],{"id":495},"using-the-portal","Using the portal",[213,498,499,500,503,504,507,508,507,511,507,514,517,518,263],{},"The MSP Portal opens on a ",[217,501,502],{},"dashboard"," that summarizes your portfolio — how many clients you manage and your subscription status — with quick links into each area: ",[217,505,506],{},"Clients",", ",[217,509,510],{},"Compliance",[217,512,513],{},"Templates",[217,515,516],{},"White Label",", and ",[217,519,520],{},"Billing",[273,522,524],{"id":523},"onboard-a-client","Onboard a client",[526,527,529,534,544,548,551,555,558,562],"steps",{"level":528},"4",[530,531,533],"h4",{"id":532},"open-the-clients-area","Open the clients area",[213,535,536,537,252,540,543],{},"From the sidebar, go to ",[217,538,539],{},"MSP → Clients",[254,541,542],{},"\u002Fdashboard\u002Fmsp\u002Fclients",") to see the organizations you already manage.",[530,545,547],{"id":546},"create-the-client-organization","Create the client organization",[213,549,550],{},"Start a new client and enter its details. The platform provisions it as a fresh, isolated organization linked to your MSP account.",[530,552,554],{"id":553},"invite-the-clients-team","Invite the client's team",[213,556,557],{},"Add the people who'll work in that organization so they can log in and pick up their own compliance tasks.",[530,559,561],{"id":560},"start-managing","Start managing",[213,563,564],{},"The new client appears in your list and rolls up into your cross-client overview alongside the rest of your portfolio.",[566,567,568],"tip",{},[213,569,570],{},"Every managed client is a complete organization in its own right — it has its own systems, assessments, evidence, and users. Onboarding a client doesn't merge their data into yours; it links a separate tenant you're now able to work in.",[273,572,574],{"id":573},"watch-every-clients-readiness","Watch every client's readiness",[213,576,215,577,579,580,583],{},[217,578,510],{}," area (",[254,581,582],{},"\u002Fdashboard\u002Fmsp\u002Fcompliance",") is your cross-client overview — one table with a row per managed client so you can spot who's on track and who needs attention without opening each org.",[526,585,586,590,597,601,616,620],{"level":528},[530,587,589],{"id":588},"open-the-compliance-overview","Open the compliance overview",[213,591,592,593,596],{},"Go to ",[217,594,595],{},"MSP → Compliance"," to see all your clients in one place.",[530,598,600],{"id":599},"scan-the-portfolio","Scan the portfolio",[213,602,603,604,607,608,611,612,615],{},"Each row shows that client's key readiness signals at a glance — their ",[217,605,606],{},"SPRS score",", how far along their ",[217,609,610],{},"readiness"," is, and where their ",[217,613,614],{},"gaps"," are.",[530,617,619],{"id":618},"drill-into-a-client","Drill into a client",[213,621,622],{},"Expand a client to see more detail on its open gaps, then jump into that organization to do the work.",[244,624,625],{},[213,626,627],{},"The overview reads each client's live compliance data, so the numbers always reflect the client's current state — no manual roll-up or refresh needed.",[273,629,631],{"id":630},"reuse-shared-templates","Reuse shared templates",[213,633,634,635,638],{},"Templates let you build compliance content ",[217,636,637],{},"once"," and apply it across clients, so you're not rebuilding the same evidence expectations and policy groundwork for every organization.",[526,640,641,645,655,659,662,666],{"level":528},[530,642,644],{"id":643},"build-a-template","Build a template",[213,646,647,648,252,651,654],{},"In ",[217,649,650],{},"MSP → Templates",[254,652,653],{},"\u002Fdashboard\u002Fmsp\u002Ftemplates","), assemble reusable content — organized by CMMC control family — that captures what \"good\" looks like for a given objective.",[530,656,658],{"id":657},"import-it-to-a-client","Import it to a client",[213,660,661],{},"Apply the template to one of your managed clients to seed that client's workspace with the shared content.",[530,663,665],{"id":664},"track-what-youve-applied","Track what you've applied",[213,667,279,668,671],{},[217,669,670],{},"import history"," records which templates went to which clients, so you can see your rollout at a glance.",[244,673,674],{},[213,675,676],{},"Shared templates are a premium MSP feature. If your account doesn't have an active MSP plan, the templates area is visible but building and importing are locked until you subscribe.",[273,678,680],{"id":679},"put-your-brand-on-the-platform","Put your brand on the platform",[213,682,683],{},"White-label branding replaces DIBFI branding with your own, for both your MSP account and the clients you manage.",[526,685,686,690,703,707,710,714],{"level":528},[530,687,689],{"id":688},"open-white-label","Open white label",[213,691,592,692,252,695,698,699,702],{},[217,693,694],{},"MSP → White Label",[254,696,697],{},"\u002Fdashboard\u002Fmsp\u002Fwhite-label","). This area is available to ",[217,700,701],{},"MSP Super Admins"," on an active MSP plan.",[530,704,706],{"id":705},"upload-your-logo","Upload your logo",[213,708,709],{},"Add your company logo. It replaces the DIBFI logo in the header and on sign-in for you and your managed clients.",[530,711,713],{"id":712},"set-your-company-name","Set your company name",[213,715,716],{},"Enter your company name so it appears throughout the interface in place of DIBFI.",[244,718,719],{},[213,720,721,722,725,726,729,730,733],{},"A custom ",[217,723,724],{},"subdomain"," (for example, ",[254,727,728],{},"yourfirm.dibfi.com",") is ",[217,731,732],{},"coming soon"," — the option is visible but not yet available. A small \"Powered by DIBFI\" credit remains in the footer.",[273,735,737],{"id":736},"manage-msp-billing","Manage MSP billing",[213,739,215,740,579,742,745,746,748],{},[217,741,520],{},[254,743,744],{},"\u002Fdashboard\u002Fmsp\u002Fbilling",") is where ",[217,747,701],{}," manage the MSP subscription and see billing across managed clients in one place. It's separate from the billing page a direct customer sees.",[265,750],{},[268,752,262],{"id":753},"permissions",[213,755,756],{},"Access inside the portal is governed by MSP-specific permissions in the role matrix. Both MSP roles can do compliance work across managed clients; the account-level controls are reserved for the Super Admin.",[288,758,759,770],{},[291,760,761],{},[294,762,763,766,768],{},[297,764,765],{},"Capability",[297,767,370],{},[297,769,385],{},[304,771,772,786,798,811,824,837,850],{},[294,773,774,777,782],{},[309,775,776],{},"Manage & onboard clients",[309,778,779],{},[367,780,781],{"color":445},"Yes",[309,783,784],{},[367,785,781],{"color":445},[294,787,788,790,794],{},[309,789,455],{},[309,791,792],{},[367,793,781],{"color":445},[309,795,796],{},[367,797,781],{"color":445},[294,799,800,803,807],{},[309,801,802],{},"Build & import shared templates",[309,804,805],{},[367,806,781],{"color":445},[309,808,809],{},[367,810,781],{"color":445},[294,812,813,816,820],{},[309,814,815],{},"Compliance work in managed clients",[309,817,818],{},[367,819,781],{"color":445},[309,821,822],{},[367,823,781],{"color":445},[294,825,826,828,832],{},[309,827,482],{},[309,829,830],{},[367,831,781],{"color":445},[309,833,834],{},[367,835,836],{"color":384},"No",[294,838,839,842,846],{},[309,840,841],{},"MSP billing",[309,843,844],{},[367,845,781],{"color":445},[309,847,848],{},[367,849,836],{"color":384},[294,851,852,855,859],{},[309,853,854],{},"Invite users & manage the MSP org",[309,856,857],{},[367,858,781],{"color":445},[309,860,861],{},[367,862,836],{"color":384},[864,865,866],"warning",{},[213,867,868,869,871,872,874],{},"Branding, billing, user invitations, and organization settings are reserved for the ",[217,870,370],{},". An ",[217,873,385],{}," is a full compliance operator across your clients but cannot change the account's plan or brand.",[265,876],{},[268,878,880],{"id":879},"how-it-works","How it works",[213,882,883],{},"Extra detail on how the portal behaves — product behavior, not internals.",[273,885,887],{"id":886},"client-isolation","Client isolation",[213,889,890,891,894,895,898],{},"Every managed client is a ",[217,892,893],{},"separate organization"," with its own systems, assessments, evidence, users, and settings. Your MSP account is linked to each client so you can work across the portfolio, but a client's data never mixes with another client's or with your own MSP tenant. What you gain as an MSP is ",[217,896,897],{},"reach",", not a merged dataset.",[273,900,902],{"id":901},"the-cross-client-overview","The cross-client overview",[213,904,905,906,909,910,507,912,914,915,918],{},"The compliance overview reads each managed client's ",[217,907,908],{},"live"," compliance state, so a client's ",[217,911,606],{},[217,913,610],{}," progress, and ",[217,916,917],{},"open gaps"," always reflect the latest work in that organization. There's nothing to sync — improve a client's posture and their row updates on its own.",[273,920,922],{"id":921},"what-white-label-branding-changes","What white-label branding changes",[213,924,925,926,929,930,933],{},"When branding is configured, your ",[217,927,928],{},"logo"," replaces the DIBFI logo in the header and on the sign-in screen, and your ",[217,931,932],{},"company name"," appears through the interface — for your MSP account and for every client you manage. A small \"Powered by DIBFI\" credit stays in the footer, and the custom-subdomain option is reserved for a future release.",[273,935,937],{"id":936},"plan-gated-features","Plan-gated features",[213,939,940,941,943,944,946,947,950],{},"Basic client management and the cross-client overview are always available to an MSP account. The premium features — ",[217,942,234],{}," and ",[217,945,238],{}," — require an ",[217,948,949],{},"active MSP plan",". If a plan is canceled but its paid period hasn't ended yet, those features stay available until the period runs out; after that they lock, while your clients and their data remain intact.",[265,952],{},[268,954,956],{"id":955},"related-features","Related features",[958,959,960,967,973],"card-group",{},[961,962,964],"card",{"icon":125,"title":132,"to":963},"https:\u002F\u002Fapp.dibfi.com\u002Fdashboard\u002Fbilling",[213,965,966],{},"How plans, usage limits, and invoices work — including the dedicated MSP plan.",[961,968,970],{"icon":28,"title":35,"to":969},"https:\u002F\u002Fapp.dibfi.com\u002Fdashboard\u002Fassessments",[213,971,972],{},"The CMMC workflow each managed client runs toward certification.",[961,974,976],{"icon":85,"title":82,"to":975},"https:\u002F\u002Fapp.dibfi.com\u002Fdashboard\u002Fpolicy-templates",[213,977,978],{},"Generate and publish the policies your templates help standardize.",{"title":980,"searchDepth":981,"depth":981,"links":982},"",3,[983,989,1014,1015,1021],{"id":270,"depth":984,"text":271,"children":985},2,[986,987,988],{"id":275,"depth":981,"text":276},{"id":339,"depth":981,"text":340},{"id":406,"depth":981,"text":407},{"id":495,"depth":984,"text":496,"children":990},[991,998,1003,1008,1013],{"id":523,"depth":981,"text":524,"children":992},[993,995,996,997],{"id":532,"depth":994,"text":533},4,{"id":546,"depth":994,"text":547},{"id":553,"depth":994,"text":554},{"id":560,"depth":994,"text":561},{"id":573,"depth":981,"text":574,"children":999},[1000,1001,1002],{"id":588,"depth":994,"text":589},{"id":599,"depth":994,"text":600},{"id":618,"depth":994,"text":619},{"id":630,"depth":981,"text":631,"children":1004},[1005,1006,1007],{"id":643,"depth":994,"text":644},{"id":657,"depth":994,"text":658},{"id":664,"depth":994,"text":665},{"id":679,"depth":981,"text":680,"children":1009},[1010,1011,1012],{"id":688,"depth":994,"text":689},{"id":705,"depth":994,"text":706},{"id":712,"depth":994,"text":713},{"id":736,"depth":981,"text":737},{"id":753,"depth":984,"text":262},{"id":879,"depth":984,"text":880,"children":1016},[1017,1018,1019,1020],{"id":886,"depth":981,"text":887},{"id":901,"depth":981,"text":902},{"id":921,"depth":981,"text":922},{"id":936,"depth":981,"text":937},{"id":955,"depth":984,"text":956},"Run 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