McPi Portal

Contact McPi and provide the email address of each person who needs access. Each user should access the portal with their own registered email address.

Use individual user email addresses wherever possible. This makes access clearer and helps identify who is working with documents. Ask McPi to add additional users instead of sharing one user’s access.

Use the exact email address that you provided to McPi and that McPi registered for portal access. Personal or company email accounts can be used if that is the registered address.

In the sign-in flow shown in this guide, access is verified through Microsoft using your registered email address and a one-time verification code. Microsoft may show a different sign-in method for some company accounts or existing Microsoft sessions.

Check Spam/Junk and search your inbox for the Microsoft verification message. Confirm that you entered the registered email address, wait a few minutes, and request a new code if available. Contact McPi if the code still does not arrive.

Make sure you are entering the latest code received. If a new code was requested, older codes may no longer work. Request a fresh code if needed and enter it promptly.

The example Microsoft email shown in this guide states that the code is valid for 30 minutes. If your code is older or rejected, request a new one.

Microsoft may ask you to verify again after your session expires, after browser cookies are cleared, when you use another browser or device, or when Microsoft requires a fresh sign-in.

Not necessarily. The screen can vary depending on your email provider, Microsoft account type, browser session, and security settings. Continue using the registered email address. If you receive an access-denied or permission error, contact McPi.

Sign out of other Microsoft accounts in the browser, or open a private/incognito window and access the portal again using the email address registered with McPi.

Start the sign-in process again. When Microsoft displays the McPi Solution permission request, review it and select Accept to continue. If the consent screen does not reappear and access still fails, contact McPi.

Confirm the email address, try a private/incognito window, and sign in again. If the message continues, send a screenshot to McPi so your external-user permission can be checked.

Contact McPi. Your email can be valid for sign-in while the required client account/library permission is still missing or incomplete.

Do not upload or download documents from an account you do not recognize. Contact McPi and provide the email address you used and the account name shown on screen.

Yes, if McPi has granted your email access to more than one company/account. The portal can show the accounts available to you so you can choose the relevant one.

Return to the portal’s account-selection screen if that option is available, or close the current library and reopen the McPi Portal. If you cannot return to the account list, sign in again and select the required account.

Folder names and the number of folders can vary by client/account configuration. Use the folder names available to you and follow any specific document instructions provided by McPi.

Yes. You may bookmark the McPi website or the portal page you normally use. You will still need to complete Microsoft authentication when required.

Generally, yes. Open the portal in a current browser and authenticate with the registered email address. A fresh verification may be required on the new browser or device.

The portal is web-based and may be accessible from a mobile browser, although the layout and document controls can look different. For uploading and managing several documents, a desktop/laptop browser is usually easier.

Upload documents to the folder instructed by McPi. Do not upload into the “From McPi” folder.

It is used for documents provided by McPi to you. Open this folder when you need to view or download files supplied by McPi.

No. The “From McPi” folder is for documents provided by McPi. Use the other available folder(s) for your uploads.

Wait for the upload process to finish and confirm that the file appears in the target folder. Do not close the browser immediately after selecting the file.

If the portal provides a delete or replace option to you, use it only if you are confident that it is appropriate. Otherwise, contact McPi and identify the incorrect file. Do not assume you have delete rights; permissions can vary.

This depends on the permission granted to your account and the library configuration. If the required option is not available, contact McPi rather than repeatedly uploading copies.

Confirm that you are in an upload-enabled folder, retry with a stable internet connection, use a simple file name, and try a current browser. If it continues to fail, send McPi the error screenshot and file name.

If the upload control allows multiple selection, you may select more than one file. For a large set of documents, upload in manageable groups and confirm each group appears correctly.

Folder upload availability depends on the browser and library configuration. If you do not see a folder-upload option, upload the individual files or ask McPi for the preferred method.

Use the browser or SharePoint Download option if available. Some file types open in a preview first; from the preview you may have a separate Download control.

No. The verification code is part of your sign-in process and should not be shared. Ask McPi to grant the colleague separate access using their own email address.

The link alone should not grant access, but portal access is intended only for users authorized by McPi. Ask McPi to add the person instead of relying on a forwarded link.

Notify McPi promptly and ask for that user’s portal access to be removed or disabled.

Contact McPi and provide the old email address and the new email address. Do not assume the new address will automatically inherit the previous portal permissions.

Do not open, download, copy, or upload anything. Stop using the portal and notify McPi immediately with a screenshot of the account/folder name if safe to do so.

No. McPi should not need your one-time verification code. Send the email address used, account name, error message, and screenshot instead.

Provide your registered email address, the company/account you are trying to access, the step where the problem occurs, the date/time, the browser you are using, and a screenshot of the error. Never include your verification code.

Contact your usual McPi contact or the McPi support contact provided to your organization. They can verify your registered email, account assignment, library permission, or document location.

Yes, especially on a shared or public computer. Close the portal and sign out of the Microsoft session if the device is not exclusively yours.

Try a fresh sign-in using the registered email, preferably in a private/incognito window. If the account or library is no longer visible, contact McPi so the access assignment can be checked.