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Clients, Sites & Users

4.5
created at 3 years ago
students 2977
hours 01:30

Overview

In this course, you will learn about how your Customers are organised in HaloPSA & learn about the most common methods of importing your End-Users via popular Integrations.

What you will learn

  • Key terms for Customers, Sites & Users.
  • Importing Customers, Sites & Users via Import Spreadsheets.
  • Key configuration options for Sites & Users.
  • Importing clients via Azure AD, or via CSP
    • Go to Course

    Contents

    Introduction
    Customer, Sites & Users
    Customers and Importing/ Migrating Data
    Top Levels
    Sites
    Users
    Split Client Level Tickets Tab Per Ticket Area
    Integrations
    Microsoft CSP Integration
    Azure Active Directory
    Clients, Sites & Users - End of Group Quiz