> ## Documentation Index
> Fetch the complete documentation index at: https://kb.mspprocess.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Custom Tabs in the Client Portal

> OverviewMSP Process allows partners to add custom tabs to their Client Portal, giving admins a way to surface external resources (learning sites, invoicing…

## Overview

MSP Process allows partners to add custom tabs to their Client Portal, giving admins a way to surface external resources (learning sites, invoicing UIs, knowledge bases, and more) directly within the portal navigation. This gives end-users a single place to manage tickets *and* access other resources they need!

Each partner can configure up to **five** custom tabs per Client Portal, which can either open embedded within the portal (iframe) or launch in a new browser tab.

Custom tabs are only available in the **web version** of the Client Portal.

1. For Custom tab creation for the Client Portal in the Teams app, please review [How to Add Custom Tabs to Your Microsoft Teams App](https://kb.mspprocess.com/msp-process/ai-service-desk/client-portal/how-to-add-custom-tabs-to-your-microsoft-teams-app.md)

**Please Note:**

**Authentication pass-through** to the embedded site is not supported. Tabs work best with resources that don't require a separate login, since users won't be automatically signed in to the embedded site. Anything gated behind a separate sign-in won't authenticate automatically.

##

## Prerequisites

1. **Admin-level user** access is required to create, edit, or delete custom tabs.
2. The destination URL must use HTTPS://

##

## How To Setup Custom Tabs

### Create a Custom Tab

1. Log into MSP Process.

2. Navigate to **AI Service Desk -> Client Portal -> Custom Tabs**.

3. ![](https://mintcdn.com/triggr/o9r5jEtjdR2oUtiW/images/msp-process-kb/d8677580a416.png?fit=max\&auto=format\&n=o9r5jEtjdR2oUtiW\&q=85\&s=29b252d699a8739f2fcca69dd4649673)

4. Click **Create New**.

5. Enter a name for the tab.

6. Go to the **URL** information box and paste in the target URL (must be HTTPS://).

7. Choose the **Open Mode**:

8. **Embedded (iframe)** — loads the page inside the portal

9. **New Browser Tab** — opens the link externally

10. Select which *Client Portal(s)* the tab should be available in.

11. Choose whether to display an icon in the portal navigation:

12. Select from preloaded icons, or

13. Upload a custom image.

14. Click **Create** to save.

15. ![](https://mintcdn.com/triggr/o9r5jEtjdR2oUtiW/images/msp-process-kb/e13c7e5fbb44.png?fit=max\&auto=format\&n=o9r5jEtjdR2oUtiW\&q=85\&s=d152e3c7c8cfa1fa066a5ea386b9c65a)

###

### Viewing the Custom Tab in the Client Portal (Web)

1. Log into the Client Portal (web).
2. On the left-hand navigation, below **Home**, **Tickets**, **Ticket Chats**, and **Invoices**, the new custom tab will appear.
3. Click the tab to view it:
4. If set to **iframe**, the content loads directly within the portal.
5. If set to **New Browser Tab**, a small arrow icon appears next to the tab indicating it will open externally.

###

All options can be updated or changed in the tab editing menu if desired.


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