Halo PSA

Halo Induction

Please visit https://academy.halopsa.com/ and register an account with your work email. 

Complete the following courses  HaloPSA Academy   and send confirmation of completion to your manager. 

TECHNICAL STAFF

1. Introduction to HaloPSA

2. Clients, Sites & Users

3. Email Configuration

4. Service Desk

5. Device / Asset Management

ADMIN STAFF

1. Introduction to HaloPSA

2. Clients, Sites & Users

3. Email Configuration

4. Service Desk

5. CRM & Opportunities

6. Quotes & Orders

7. Device / Asset Management

8. Self Service Portal

9. Products & Stock

SALES STAFF

1. Introduction to HaloPSA

2. Clients, Sites & Users

3. Email Configuration

4. Service Desk

5. CRM & Opportunities

6. Quotes & Orders

7. Products & Stock

FINANCE STAFF

1. Introduction to HaloPSA

2. Clients, Sites & Users

3. Email Configuration

4. Service Desk

5. Quotes & Orders

6. Billing

7. Products & Stock

MANAGEMENT STAFF

1. Introduction to HaloPSA

2. Teams & Employees

3. Clients, Sites & Users

4. Email Configuration

5. Service Desk

6. CRM & Opportunities

7. Quotes & Orders

8. Billing

9. Device / Asset Management

10. Self Service Portal

11. Products & Stock