Organization & Multitenancy

4.5
created at 3 years ago
students 3212
hours 02:00

Overview

One of the first steps on your journey of implementing HaloPSA into your business will involve you setting up your Organisation. This includes: 

  • Providing your Organisation details.
  • Setting up your Departments & Teams.
  • Bringing your Agents into HaloPSA.
  • Providing these Agents with the relevant permissions to HaloPSA, based on where they sit in the business.

This course covers all you need to get started with configuring your Organisation structure in HaloPSA!

What you will learn

  • How to configure your Organisation details.
  • The motivation for configuring Departments in HaloPSA.
  • How to read your Organisational chart.
  • How to configure your Teams in HaloPSA
  • How to add your techs into HaloPSA as Agents.
  • How & Why Roles are configured in HaloPSA.
  • Contents