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Managing your MSP system settings
Managing your MSP system settings

How to keep your company settings correct and up to date

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Written by Sophie Lamb
Updated over a month ago

1.0 - Introduction

You can manage your settings through MSP system settings to customize your account to your own needs.

2.0 - Company info

In your company info settings you can view and edit default company details as follows:

Logo: Add your company's logo


Industry: Select your industry


Employees: Select the qty of employees


Address: Set your company's main point of location


License: Upgrade or change your HighGround license for your own MSP Organisation (this is the company that is created for your own MSP when you created your HighGround MSP account and has a * at the end of the name).

3.0 - Regional Settings:

Your regional settings control fundamental functionality around time, currency, language and taxation. These will be set automatically when you create your account based on the country you select. Some of these settings can be changed after account creation but many of them can't.

Country: country of company registration, or where you do your business. This cannot be changed.

Currency: the currency is inferred from your country at account creation and cannot be changed after account creation.

Time zone: the time zone your account is configured with and affects the schedule that integrations run on based on your own time zone. This can be changed after account creation.

Language: the only language that is supported is English.

Taxes: any tax codes you setup when using the technology spend, sell and insights modules can be managed here. You can also create tax codes here and they will be usable within these same modules.

4.0 - Temporary Support Access

We take data privacy very seriously, and have engineered HighGround so that we are unable to see your MSP and your clients data without your explicit permission. To facilitate this, we have developed a temporary support access feature where you explicitly grant HighGround Support team access to your account for a timebound period. You can terminate this access at any time, however should you forget to do so, it will timeout at the end of that period.

The temporary support access feature enables a HighGround Support Engineer to access your account directly. We will never ask you to share your username, password or mfa codes to access your account. In the event that somebody requests this data from you, do not provide this and report it to [email protected] immediately.

Active sessions will be displayed and show when the session will expire.


A history of support sessions will also be displayed for audit purposes.

5.0 - Client Portal Support Contact

When you give clients a login to HighGround, they will access this through the HighGround Client Portal. You can customize this with your logo, support email and support Tel#, ensuring clients recognize HighGround has been provided to them by you, and they can contact your support team for any help.


Note: the 'contact support' option is removed from the Settings menu in the client portal to prevent clients accidentally contacting the HighGround support team for help.

6.0 - Members & Access

You can add your team to HighGround and control their access here.

To learn how to invite your team to HighGround, read our Inviting a MSP member article.

To learn how to control your teams access in HighGround, read our Understanding member access roles article.


7.0 - Client Access Roles

You can add your client users to HighGround and control their access here.

To learn how to invite a client user to HighGround, read our Inviting a client user article.

To learn more, you can read our and Understanding Client access roles article.

8.0 - Subscriptions

Your subscription is automatically set based on your qty of clients and prospects and their associated licenses.

You can view your subscription level, and manage your client and prospect licenses through these Subscription settings.

To learn more about subscriptions, you can read our Understanding MSP Subscriptions article.

9.0 - Billing

We are working on a billing management portal and will be releasing this shortly.

Stay tuned for updates.

10.0 - Action Centre

These system settings are temporarily inactive and do not work. We are currently overhauling this functionality to have direct integration with your PSA ticketing system.

Stay tuned for updates.

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