Product Onboarding
Product Onboarding
Guided HaloPSA setup for new users — from blank instance to a fully configured platform your team can actually use from day one.
What's Included
- Guided initial HaloPSA instance setup
- Core module configuration (tickets, assets, projects)
- Email parsing and ingestion rules
- Team onboarding and role setup
- Documentation and runbooks for your workflow
- 30-day post-setup support window