Activating PSA

If the PSA service is enabled for your account, you can activate the service by navigating to Settings. If the PSA service is not enabled, contact your administrator.

To activate PSA

  1. In Management Portal, click Settings > PSA.

    After you activate PSA, as described in the following steps, this menu option is not available.
  2. Click Activate PSA in the displayed screen.

  3. In the Company information tab, enter your company business information.

  4. [If you are a direct partner and your Country currency is either USD, EUR, GPB, AUD, CAD, JPY, BRL, or INR] Select your Commitment level from the dropdown list.

  5. Click Next.

  6. In the User roles tab, define the PSA role for each user, and then click Next.
    The available roles are:
    • Engineer
    • HR
    • Finance
    • Sales
    • Group manager
    • Finance manager
    • Director

    • Administrator

      For more information on PSA roles and their access privileges, see PSA roles.

      You can also add new users after activating PSA. First, create the user account(s), and then apply the relevant services the user will have access to. For more information, see Creating a user account.
  7. In the Confirmation tab, review the activation information, and click Activate.
    The PSA service is configured, and the onboarding wizard screen is displayed. This might take a few seconds.
  8. Select from the following PSA options:
    • Accounting platforms integration: Click Configure to redirect to the Accounting integrations page.
      For more information, see Integrating with accounting platforms.
    • RMM platforms integration: Click Configure to redirect to the PSA RMM integrations page.
      For more information, see Integrating with RMM platforms.
    • Service desk configuration: Click Configure to redirect to Settings > Service desk.
      For more information, see Service desk settings.

    • Email server configuration: Click Configure to redirect to the Mail server configuration screen.
      For more information, see Mail server configuration.

If you want to stop using PSA functionality, you can deactivate the PSA service.
For more information, see Deactivating the PSA service.