MSP Portal
The MSP Portal is where a managed service provider runs compliance for many client organizations at once. Each client is an ordinary SolveGRC organization with its own data, its own members and its own audit log. The portal sits above them: one dashboard for the whole book, one work queue, one place to send evidence requests, prepare reviews, watch connectors, and bill.
The rule that shapes everything else: nobody at the partner holds a standing seat in a client. When an operator needs to work inside a client, they open a time-boxed session with a stated reason, do the work, and leave. The client's own audit log records the session and everything done in it, and the client's administrators can read that record. See Delegated sessions.
Getting in
The portal is at MSP Portal (/msp). To open it you need to be a member
of a partner, and your session must be protected by two-factor
authentication or a passkey; a weaker session is sent to the MFA step first.
Partners themselves are created by SolveGRC, and the person who creates one
becomes its first administrator. See
Members, teams and access.
At the top of the sidebar is your partner's name and your role. If you work for more than one partner, the name is a switcher. Back to Dashboard at the bottom returns you to your own organization's workspace, if you have one.
What is where
| Sidebar | What it is for | Guide page |
|---|---|---|
| Dashboard | Portfolio health, the attention queue, the lifecycle pipeline and the compliance heatmap, plus the four operational cards | Clients and onboarding |
| Work Queue, Reviews, SLA Policies | Cross-client tasks with SLAs, review cadences and preparation | Work queue, reviews and SLAs |
| Evidence | Evidence request templates, batches sent to clients, the triage inbox, and pattern signals | Evidence campaigns |
| Connectors | Every integration deployed into your clients, with health and sync history | Connector fleet |
| Clients, Sessions | The client list, onboarding, and the delegated session history | Clients and onboarding, Delegated sessions |
| Packages, Templates, Branding | What a client receives from you, and whose name they see | Packages, templates and branding |
| Intelligence, Continuity, Portfolio BIA, Reports | Cross-client views that read what each client already holds | Portfolio views |
| Billing | Your SolveGRC plan, and what you bill your own clients | Billing |
| Members, Teams, Audit Trail | Your staff, their roles and team scoping, and every operator action across clients | Members, teams and access |
Teams and SLA Policies appear only for administrators.
Jumping into a client
Jump to a client in the top bar lists your active sessions (with the minutes remaining), recent clients, every managed client, and any organizations you belong to directly. Picking a client with a live session takes you straight into its workspace; picking any other client opens the Act as Client dialog and starts a session first.
Pages in this guide
- Clients and onboarding: the dashboard, the client list, creating a client, the seven-step onboarding, and the client detail page.
- Delegated sessions: how operators get into a client, what is logged, and how sessions end.
- Members, teams and access: roles, teams, client assignments and per-client module access.
- Packages, templates and branding: service packages, template packs and white-label settings.
- Work queue, reviews and SLAs: the shared task queue, SLA policies, review cadences and preparation.
- Evidence campaigns: request templates, batches, triage and pattern signals.
- Connector fleet: catalog, instances, credentials, sync history and bulk actions.
- Portfolio views: reports, portfolio BIA, shared intelligence and the continuity board.
- Billing: your partner plan and your client contracts.