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HaloPSA

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Master the fundamentals of running HaloPSA by learning the core configurations, organizational structure, user management, and more that power your service desk. Building a strong foundation ensures consistent processes, accurate data, and a scalable PSA that supports efficient service delivery and long-term growth.

Resources

  • PSAH-010-T

    Template

    Organization Configuration

    HaloPSA organization configuration serves as the foundation for each client, bringing together company information, organizational structure, and departmental hierarchy in one place.
    Use the template

  • PSAH-020-G

    Guide

    HaloPSA Teams

    This guide outlines the recommended HaloPSA teams (service boards) for MSPs. The goal is simple: create clarity of ownership.
    Recommended first step
    Start with the guide

  • PSAH-020-T

    Template

    Departments & Teams Matrix

    The department and team matrix provides a standardized structure for organizing client departments and support teams within HaloPSA.
    Use the template

  • PSAH-030-T

    Template

    Agent Role Matrix

    The Agent Role Matrix Template provides a structured framework for defining user roles, permissions, responsibilities, and access levels within a system.
    Use the template

  • PSAH-040-T

    Template

    User Role Matrix

    A user role matrix defines the permissions and responsibilities assigned to each type of user within HaloPSA.
    Use the template

  • PSAH-045-T

    Template

    User Import

    The user import provides a standardized format for adding users into HaloPSA quickly and accurately.
    Use the template

  • PSAH-050-G

    Guide

    Managing Users Guide

    Users in Halo PSA represent the individual contacts within your customer organizations who will access the Self-Service Portal. Correctly configuring User Roles ensures users have the appropriate permissions while maintaining security.
    Recommended first step
    Start with the guide