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Open Settings for the workspace directory. It groups related pages into Workspace, Access and Client services. Links are shown according to your permissions; being able to view a page does not necessarily let you change it.

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Workspace

Setup checklist and Workspace health require dashboard.read. Account is available to signed-in workspace users, with individual changes permission-gated. Follow the setup wizard for initial configuration or Workspace health to investigate an existing workspace. Use Your account and team for account security and colleague onboarding.

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Access

Start with inviting teammates for human access, or API keys for a programmatic connection. An API token is not required to use Alignr’s app.

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Client services

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Microsoft

Open Settings → Microsoft to choose your usual connection method. Viewing requires integration.read; saving defaults or authorising a partner connection requires integration.manage.
  • Direct · authorise each client: save the default, then finish authorisation in each client’s Connections tab. Direct connections support identity and Intune device checks.
  • Partner Center · use your partner account: select an enabled live partner connection, or use Add partner connection. Use Authorise partner account where needed, and Save Microsoft defaults. Then assign Microsoft customers and finish each client’s connection and access checks.
Follow Microsoft connections for each client for the full default and override walkthrough, including clients outside your partner relationship. The partner identity connection and the separate Partner Center directory/subscription connection serve different jobs. For Intune device checks, choose Direct for that client. Checkpoint: the page reports Microsoft defaults saved. Next, open a client to finish its connection. Saving a default does not grant customer consent, complete mapping or collect evidence. If the page says the shared Microsoft application is unavailable, the server has not been configured for that shared application. Follow the supported custom-application route or ask your deployment administrator to complete configuration.

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Client portal

Open Settings → Client portal to configure how your MSP presents information to clients. Viewing requires portal.read; changing settings requires portal.write.
1

Set the portal address

Enter the Portal domain and select Save address. Use the domain connected to your portal deployment.Saving an address does not configure hosting, DNS or Microsoft consent. Complete those external prerequisites before sharing Open client sign-in.
2

Choose default sections

Under Portal sections, choose the included sections and their order: Compliance, Risks, Roadmap and Expirations.These are workspace defaults. Existing client-specific overrides are preserved.
3

Define named views when needed

Under Named client views, create a view for a particular audience. Choose its sections and whether to Show introduction and Show roadmap costs, then Save view.Creating a view defines presentation. Choose client sign-in access and person-specific views from the relevant client before sharing it.
4

Review brand presentation

Set MSP name, Light-background logo and Dark-background logo. Inspect both background previews. If only one logo is supplied, it is used for both backgrounds.Your MSP identity is presented within Alignr’s portal layout.
Checkpoint: the saved settings are correct, the intended client and person have the right access and view, and the portal’s sign-in and hosting prerequisites have been verified. A saved logo or domain alone does not mean the portal is ready for clients. If a named view changed elsewhere while you were editing, refresh the saved views and compare them with your draft before saving again.

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Keep the scopes clear

Workspace settings establish defaults and shared policies. Client configuration and person-level access still need their own review. This applies especially to Microsoft connections and client-portal sharing.

Continue: your first client assessment

Connect the setup decisions to evidence, controls and an explained result.