Dashboard
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Clients
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Portal
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Compliance
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Onboarding
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Offboarding
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Resources
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Apps
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File Uploads
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Services & Systems
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Portal Users
| Name | Role | Status | Actions |
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Contacts
MPC Support Team
Manage team members & access
| Name | Title | Access | Clients | Status | Actions |
|---|
My Profile
M
User
Change Password
Profile Photo
JPG, PNG, WebP — max 2MB
Scheduling Link
Your personal scheduling link (Google Calendar, Calendly, etc.). Used when sending meeting invites to clients.
Appearance
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System
Settings
Portal configuration & admin management
Google SMTP (App Password)
How to get a Gmail App Password
1. Go to myaccount.google.com → Security2. Enable 2-Step Verification if not already on
3. Search for App Passwords
4. Create one for "Mail" → copy the 16-character password
5. Use smtp.gmail.com, port 587
Portal Settings
Email Fetch (IMAP)
Configure the mailbox where client emails arrive to create tickets automatically. Email fetching is configured but not yet active — it will be enabled in a future update.
Email Templates
Variables: {{contact_name}}, {{ticket_number}}, {{subject}}, {{priority}}, {{portal_url}}
Admin Accounts
| Name | Status | Last Login | Actions |
|---|
Audit Log
System activity — admin only
| Time | User | Action | Entity | Details | IP |
|---|---|---|---|---|---|
| Select a time range and click Search | |||||
Reports
Generate and export system reports
Report Type
Proposals
Manage and send client proposals
Master Contacts
All contacts across all clients
| Name | Client | Title | Phone | Status | Portal User | Actions |
|---|
YOIT Plan Estimates
Your Own IT Plan — prospect self-assessment links
Tickets
Support Tickets
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Ticket
⚠ This ticket has no matched client
Conversation
My Tickets
Support requests & usage
Applications
Internal tools & portals
How-To Guides
Internal knowledge base
Configuration Reference
Under Construction
Configuration references and documentation are coming soon.