IT Portal Blog | Product Updates & IT Industry Insights

Replace a file in a form or template and the old version isn't gone - it's kept as a revision. View the full history of a file field, download any past version, and restore an older one if you need it, with the same revision design you already know from documents.

The Chrome and Firefox extension already fills your username and password - now it fills the 2FA code as well. When a site asks for a one-time code, click the fill icon, pick the credential, and the OTP drops in automatically. No more copy-paste from an authenticator.

Your custom template fields - Business Purpose, Warranty Date, and the rest - can now appear as columns right on list and grid pages. Get a spreadsheet-style view of all your custom data at a glance, fully sortable, without opening a single record.

Re-importing credentials no longer means duplicates. A new Overwrite option updates matching credentials in place - perfect for bulk-updating after a password rotation or audit - matching first by Description, then by URL.

Don't want public, anonymous upload links in your portal? Admins can now switch them off portal-wide with a single checkbox - the upload icon disappears from every folder, and any previously shared link shows a clean 'Feature Disabled' notice instead of a confusing error.

Documents can now be tied to a specific Site within a company - so site-specific paperwork like ISP contracts, SOPs, and lease agreements stays organized per location instead of buried in one big company-wide list.

Company Notes and Remote Access now use the same tidy dashboard-style cards you already know - with multiple notes per company instead of one giant text blob, inline add/edit/delete, per-note popup reminders, and a row per remote-access method. Your existing notes carry over automatically.

Stop tagging items one at a time. Admins can now upload a single file to apply tags across many items at once - using the same download-template, preview, and confirm flow you already know from Relationships and Credentials, with every row validated before anything is saved.

Mark a device as Leased and the Purchasing tab now gives you a Lease Reference Number and a place to upload the lease document itself - no custom templates to build. Renewals are kept as revisions automatically, and lease info gets its own clean section on the device page.

The User Access and Admin Access logs now show Company as its own column - on screen and in the CSV export - so you can filter and pivot by company in seconds instead of untangling it from the Title field.

Connect IT Portal directly to CloudRadial and your managed companies, contacts, devices, and configurations sync in automatically - on demand or every night through the same scheduled sync that already runs for Office 365 and Intune. Setup mirrors the ConnectWise flow, with a built-in Demo mode for testing without a live account.

The Dashboard's User Activity widget now turns every count into a doorway. Click a number like '292 Edited' and a popup lists the top 100 items behind it - name, type, company, and site - with every cell linking straight to the record, company, or site. It respects your activity-type and date filters and handles deleted items cleanly.

Upload a certificate file to any certificate-type agreement and IT Portal reads it for you - expiry date, vendor, serial number, issuer, thumbprint, SANs and the full chain are filled in automatically. A traffic-light badge shows how close it is to expiry, and existing expiry alerts now fire without any manual data entry.

Struggling with healthcare IT compliance? Explore key HIPAA requirements, common IT audit challenges, and how structured IT documentation keeps your team audit-ready.

Take snapshots and power-cycle any managed VM straight from the IT Portal. Rules decide who can do what to which VMs, the agent picks the command up within seconds, and the result lands back in the Portal.

Close the gap between managed and billed assets. IT Portal's MSP asset management platform stops revenue leakage, automates audits, and strengthens QBRs.

Our VMware data-collection has been part of IT Portal for years. This release adds vSphere-style dashboards on every VM, host, and vCenter — plus storage growth charts, a humanized change history of who did what in vCenter, and smarter matching to your existing inventory.

The VMware data-collection agent you download from IT Portal now works against standalone ESXi hosts — not just vCenter. Same one-click download, same scheduled task, same view in the Portal. No reconfiguration needed.

PortalSync ships with release 4.6.27 in Q3 2026. Keep a complete, always-current copy of your IT Portal tenant in a second location. Cloud or on-premise, your call. Discounted pricing for existing customers using it as a DR solution.

Complete guide to PSA for MSP: Learn key features, compare ConnectWise vs Autotask vs HaloPSA, and avoid common implementation mistakes. Choose smarter.

A free single-file importer brings your Hudu companies, sites, contacts, devices, credentials, KBs, and relationships into IT Portal — preserving notes, custom fields, and asset links.

Open API 3.0 ships with release 4.6.27 in Q3 2026. The new surface is the first IT Portal API designed end-to-end for full tenant migration — proven against two real consumers: PortalSync (portal-to-portal) and HuduImport (Hudu-to-portal).

Centralize software license tracking, automate renewal alerts, and ensure compliance. IT Portal's SLM tool helps IT teams control costs and pass audits.

Learn how schools track and manage IT assets with a simple system. Reduce device loss, stay audit-ready, and improve visibility across campuses.

Stop chasing outdated IT docs. AI-enhanced IT documentation auto-updates in real-time, slashes audit prep, and boosts MTTR. Try IT Portal free today.

Choose the best IT asset management software for your MSP or IT team. Learn why documentation matters more than discovery + 5-step implementation framework.

Spreadsheets fail at 50+ servers. See how IT Portal's server documentation tool turns chaos into structure with linked dependencies and audit-ready records.

vCIO Services align IT with business goals, reduce risk, and drive smarter decisions at scale. Learn how to build a strategy that grows with you.

CMMC Level 2 is in effect, and the FedRAMP requirement for cloud services handling CUI creates a compliance gap for commercial SaaS documentation platforms. Deploying IT Portal on-premises inside your assessed boundary closes it.

Learn IT naming conventions with real examples, templates, and best practices. Improve documentation, automation, and asset management with structured naming.

API 2.1 is a superset of 2.0 with folders and file storage on every object, a relationships API, full CRUD on types and KB categories, global search, company-scoped convenience routes, and address creation — shipped alongside the 4.6.15 release.

Major release introducing built-in AI tools powered by Claude with BYOK support, password favorites in Chrome Plugin, read-only and maintenance modes, and continued .NET Core backend migration.

A dedicated MSP password manager reduces breach risk, simplifies compliance, and builds client trust. Here's what to look for and how to implement it.

A long-standing issue causing random page load delays has been identified and resolved by updating an outdated database connection driver.

Inherited undocumented environments are MSP liabilities. See how the best IT documentation platform turns chaos into operational control from day one.

Outdated cloud docs cause outages, failed audits, and slow onboarding. Discover how living cloud infrastructure documentation reduces MTTR and scales with your team.

Choosing the best RMM for MSP goes beyond features. The real differentiator is documentation compatibility - and most RMM MSP software evaluations never mention it. Here's how to select smarter.

Tired of outdated infrastructure records? Automated IT documentation keeps your environment accurate, audit-ready, and current - with zero manual effort. See how it works.

Discover how a network topology mapper gives MSPs real-time visibility, automated discovery, and compliance-ready documentation.

Strong IT infrastructure documentation signals operational maturity. Learn what high-performing teams document, why basic tools fail, and how to choose IT infrastructure documentation software that scales.

Discover why network diagram documentation signals IT maturity. Learn best practices for maintaining living diagrams that improve incident response and audit readiness.

Learn IT documentation best practices top MSPs use to reduce risk, pass audits, and scale with AI. Free 5-level maturity assessment included.

Compare essential MSP software tools, pricing models, and deployment options. A practical guide to choosing the right managed service provider platform that scales without complexity.

Tracking assets isn't enough. Learn why IT inventory management systems fail and how documentation-driven inventory improves security and compliance.

Network mapping software auto-discovers devices, maps dependencies, and keeps IT documentation aligned with reality, helping teams avoid audit surprises across hybrid infrastructure.

Discover how a strong software documentation tool integrates license tracking for easier compliance and audits. Practical best practices inside.

This MSP onboarding checklist helps providers onboard clients smoothly with clear steps, documentation, and structured handoff processes.

Start discovering your assets today with IT asset discovery tools designed for MSPs. Automated discovery scans your environment in minutes, revealing hidden assets, shadow IT, and compliance gaps instantly.

Major release featuring 70% faster login times, SMTP expiration notifications, ConnectWise Automate REST API integration, and enhanced device management capabilities.

Learn how to document IT Standard Operating Procedures (SOPs) with templates, real examples, and best practices for MSPs and IT teams. Comprehensive guide to creating SOPs that improve consistency, reduce risk, and support compliance.

Learn how to document IT processes with a practical framework for IT teams and MSPs to reduce risk, improve consistency, and scale operations confidently.

We've dramatically improved login speed and reliability with behind-the-scenes authentication enhancements that make accessing IT Portal faster than ever.

Newsletter highlighting comprehensive updates from versions 4.5.29 through 4.5.41, featuring major improvements like Duo MFA integration, Cloudflare integration, and a forthcoming .NET Core login performance enhancement.

New integration with CrushBank enables automatic syncing of IT documentation into an AI-powered search platform, helping IT support teams quickly find and leverage documentation.

Monthly newsletter discussing performance improvements and evolving documentation for Managed Service Providers (MSPs). Highlights recent security enhancements, UI improvements including subfolder support and updated data grids.

Rewst integration offers MSPs an automation platform to streamline documentation, device management, and workflow synchronization.

Survey invitation offering $20 or 10% off next month's billing as an incentive for completing our customer feedback survey.

Comprehensive update featuring security enhancements for API access and user permissions, UI improvements with dynamic contact support and navigation menu changes.

Introducing SharePoint and Teams Migration/Import options, enhanced security features including Export Access and Password Logs, UI improvements with Skills Dashboard and Sub Folders.

Critical performance update addressing caching system slowdowns for both on-premise and cloud solution customers. Improves system performance especially for partners with larger data sets.

Major update upgrading to .NET Core 9.0 with new security options, navigation menu improvements, and admin management enhancements.

Upcoming integration with Invarosoft's Warranty Wizard to display warranty information directly within IT Portal for Dell, HP, and Lenovo devices.

Dramatically faster crawl search powered by SQL Full Text Search technology, new UI features like device import preferences, admin settings updates, and Autotask integration improvements.

Microsoft is discontinuing basic authentication for SMTP in Microsoft 365. IT Portal advises users to transition to alternative authentication methods.

Major performance improvements resolving intermittent delays in object access, along with UI enhancements including configuration options, DataGrid updates, and theme refinements.

New software integrations added including LionGard, ConnectWise Control (ScreenConnect), Splashtop, and CloudBlue. Enhanced password management features and DataGrid updates.

Introducing two powerful new add-ons: Portal Rotate for automated password rotation and My Portal for personalized client password management.

Mandatory security update for on-premises customers to upgrade to Microsoft ASP.NET Core 7.0.14, addressing critical vulnerabilities.

Announcing Microsoft Open AI Integration in beta, allowing users to analyze and organize large amounts of data. New navigation menu with caching and Active Directory import with Windows 11 support.

UI enhancements and backend migration preparations, introducing improvements across various features like two-factor authentication, credential management, and interface design.

Version 4.3.13 introduces three new editor modes (Classic, Document, and Inline), enhanced datagrid column filtering, site-level permissions, and improved password sharing.

Update addresses an issue where KB (Knowledge Base) expiration email notifications were not being sent.

New features including Microsoft Intune Integration, Meraki Integration, haveibeenpwned Integration, Azure AD Group Sync, News Feed, and Browser Plugin updates.

Network discovery, migration processes for IT Glue, Hudu, PassPortal, and Confluence, enhanced company reporting, HEIC image support, and browser plugin updates.

New feature allows users to discover network devices by scanning IP networks for SNMP-capable devices.

New features including Yubikey support, Office/PDF document indexing, mass editing in datagrids, and various UI and admin changes.

IT Portal achieves SOC 2 Type II audit compliance, demonstrating commitment to high security standards for their SaaS platform.

New features including a drawing tool, 3CX integration, KB approval process, and various UI and administrative enhancements.

Security update addressing an issue where specific company security settings were not being applied to users of the browser extension.

New mobile app for IT Portal requiring download from Apple and Google app stores. Seeking feedback from Microsoft Partners about improving Office 365 integration.

64 new improvements and features including DUO support, global themes, enhanced security measures, and various updates to passwords, editor, forms, and reporting.

IT Portal reassures partners that their services are not affected by the Log4j vulnerability because they do not use Java.

Major update with over 100 new improvements including SharePoint integration, dynamic main contacts, tags, relationship diagrams, and various enhancements.

IT Portal's commitment to enhancing cybersecurity, highlighting ongoing efforts to obtain SOC 2 Type 2 certification and recommending users upgrade to Portal version 4.

Major update with over 100 new improvements and features focused on password management, integrations, and performance enhancements for enterprise users.

IT Portal reassures customers that they do not use the Kaseya VSA product impacted by the recent ransomware attack.

Performance issues with IT Portal Version 3 navigation bar addressed. Announces upcoming Version 4 release in July.

IT Portal moves to a bi-weekly bug fix release cycle and quarterly feature updates. Aims to improve stability and provide more rigorous testing.

Security alert about a vulnerability where encryption keys could potentially be accessed with physical server access. Cloud instances automatically updated.

IT Portal partners with Microsoft's 365 Cloud Storage Partner Program, allowing users to view and potentially edit office documents online without downloading.

IT Portal partners with HaloPSA to provide integration that syncs companies, contacts, contracts, and devices directly into the IT Portal.

Chrome extension allows users to find and access account, device, and local passwords directly from IT Portal. Available for Enterprise or annual Pro/Standard plan users.

Explains how MSPs can perform bulk operations on portal objects such as moving objects between companies, marking devices out of service, deleting accounts, or changing classifications.

New feature for securely storing and managing QR codes for two-factor authentication (2FA). Centralizes one-time password access for engineering teams with logged access.

Import script allows MSPs to collect comprehensive device and user data through RMM tools, with ability to update and push local user passwords to IT Portal.

MSPs can use Portal Export to provide customers with complete data export when ending business relationships. Tool allows data delivery via web server or USB.

Two methods for MSPs to control customer access to sensitive information: assigning access to individual login accounts and creating user groups with restricted permissions.

MSPs help clients adapt to remote work by documenting technological changes and configurations. Emphasizes the importance of comprehensive IT documentation.

Support team seeks user feedback to finalize Version 4 of the platform, focusing on improvements like new PDF reporting engine, advanced searches, and Office 365 document integration.

Warning about the risks of publicly exposing IT Portal login addresses online. Provides recommendations for securing portal access using two-factor authentication, VPN, and IP restrictions.

IT Portal partners with Myki to provide extended password management capabilities, allowing users to access IT Portal credentials through Myki's browser and OS plugins.

IT Portal team encourages IT professionals to use the reduced workload during the pandemic to thoroughly document their infrastructure and networks.

Major updates featuring new mobile app, integrations with VMware and SolarWinds, and over 200 improvements. Introduces certificate documentation, image rotation, QR code generation, and redesigned billing portal.

Major platform updates including enterprise features, new integrations with RMM and PSA tools, and performance improvements. Announces 92 improvements and 93 bug fixes, introducing SAML integration and theme customization.

Significant update introducing new integrations with RMM tools like ConnectWise, NinjaRMM, and Atera, along with enhanced features such as new Scoreboard and improved documentation capabilities.

IT Portal encourages current customers to submit testimonials about their experience with the platform. Aims to collect user feedback and showcase the platform's capabilities.

Significant update featuring performance improvements making the UI 10x faster, seven color themes, and new forms functionality.

Enhanced branding capabilities for organizations wanting to customize their portal experience with their own domain and visual identity.

Scheduled maintenance notice for US East Coast Cloud operations transition.

Scheduled maintenance notice for US East Coast Cloud operations moving to the west coast.

Interface improvements and minor bug fixes release with scheduled cloud deployment for US, Canada, EU and Australian customers.

IT Portal expands international service offering with new data centers in the US, UK, and AU, introducing an onPremise Unlimited User Edition.

Holiday greeting from IT Portal, wishing recipients success and prosperity for the upcoming year.

IT Portal upgrades security platform to combat DDOS and improve performance for overseas customers.

New demo video showcasing IT Portal's features and capabilities including company management, network features, security options, and accessibility tools.

Introduction of custom fields to enhance infrastructure documentation, allowing users to create field groupings called Templates.

IT Portal mobile app now available on Apple App Store, with Android and Windows versions coming soon.

IT Portal relocating web and API servers to new IP address range. Maintenance scheduled for December 31st.

IT Portal upgrading cloud infrastructure, mobile support, and introducing new features like Google Authenticator and Company KBs.