Activating PSA

You must be a Company Administrator to activate PSA.

The PSA service must be enabled for your tenant. If it is not, contact your administrator.

To activate PSA

Go to Settings > PSA.

After you activate PSA, as described in the following steps, this menu option is not available.
Click Activate.
In the Company information tab, modify your company business information.
[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.
Click Next.
In the User roles tab, select the appropriate PSA role for each user.

By default, users are assigned the Engineer role.

You can add new users after activating PSA. To do this, create a new user account(s). While creating the user, select the PSA service checkbox, and select a role for the new user.
Click Next.
In the Confirmation tab, review the activation information, and click Activate.

The PSA service is configured. This might take a while.
Click Configure to complete your PSA configuration.
Select from the following PSA options:
- Accounting platforms integration: Click Configure to redirect to the Accounting integrations page.
  
  For more information, see Integrating PSA with accounting platforms.
- RMM platforms integration: Click Configure to redirect to the PSA RMM integrations page.
  
  For more information, see Integrating PSA with RMM platforms.
- Service desk configuration: Click Configure to configure your service desk settings.
  
  For more information, see Service desk settings.
- Email server configuration: Click Configure to redirect to the Mail server configuration screen.
  
  For more information, see PSA mail server configuration.