HaloPSA Overview an Admin perspective

Step-by-Step Tutorial: Setting Up Halo PSA from Scratch

1. Introduction to Halo PSA:

   • Watch the video titled "HaloPSA Overview an Admin perspective" from the channel "Rising Tide Consulting Group" for a comprehensive overview of Halo PSA.

2. Understanding the Structure:

   • Learn about the different elements of Halo PSA, including the dashboard, service desk, projects, opportunities, and more.

3. Configuring Advanced Settings:

   • Turn on config change tracking under advanced settings to monitor changes made in the system.
   • Customize application colors, screen layouts, and navigation menus to match your branding.

4. Security Settings:

   • Configure security settings such as remote support access, single sign-on bypass options, password strength, and two-factor authentication.

5. Designing Screen Layouts:

   • Customize client details screen layouts and navigation menu screen layouts to tailor the user experience.

6. Creating Areas and Filters:

   • Set up areas to organize tickets, projects, and opportunities.
   • Define filter profiles to display specific sets of tickets based on criteria.

7. Managing Column Profiles:

   • Create column profiles to display relevant ticket information in different views like list, tile, Kanban, and calendar.

8. Navigating the Ticket Screen:

   • Explore the ticket screen layout, including ticket details, AI insights, progress tracking, and actions buttons.
   • Understand how to collapse and expand different sections of the ticket screen for better organization.

9. Utilizing Ticket Features:

   • Use features like following tickets, sharing ticket links, viewing contract details, and performing actions from the expansion menu.

10. Best Practices:

    • Remember to turn on config change tracking, disable permanent deletion of tickets, and save changes in real-time.
    • Stay updated with the Halo PSA series to learn more about setting up and using the platform effectively.

11. Acknowledgment:

    • Show gratitude to Florian from Ristal for sponsoring the video and providing valuable insights into Halo PSA.

12. Conclusion:

    • Implement the learnings from the video to set up Halo PSA effectively and efficiently for your organization.

By following these steps, you can gain a comprehensive understanding of Halo PSA and begin setting it up from scratch based on the insights shared in the video.