Documentation

Quick start

Sign up, verify email, and explore the dashboard.

Workspace modes

MSP vs Internal IT — navigation, clients, and workflows.

Install the RMM agent

Deploy agents on Windows, Linux, and macOS.

Users & roles

Invite technicians, assign roles, and manage seats.

Ticketing

Categories, SLAs, email intake, and automations.

Patch management

Policies, approval workflows, and compliance.

Software & bundles

Application bundles, deployment, and automation profiles.

Alerts & thresholds

CPU, memory, disk alerts and escalation rules.

Remote control

Connect to devices from the dashboard.

Customer portal

Let clients view and create tickets (MSP).

Onboarding playbooks

Repeatable fleet and client onboarding automation.

Reports & QBR

PDF reports, scheduling, and Quarterly Business Reviews.

Network discovery

Subnet scans, profiles, and agent deployment.

Scripts

Script library and remote execution on agents.

Single sign-on (SSO)

SAML setup for Azure AD, Okta, and Google Workspace.

Webhooks & API keys

Event webhooks and REST API access.

Ubiquiti UniFi

Connect client UniFi controllers via Site Manager (cloud).

Billing & plans

Trials, Paystack payments, seats, and upgrades.

Troubleshooting

Common issues and how to fix them.