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Quick start

Create your workspace, verify your email, and take your first steps in Allocentra.

Allocentra is an RMM and PSA platform for South African MSPs and internal IT teams. This guide walks you from signup to your first monitored device.

Before you start

  • A work email you can verify
  • Permission to add a payment method for the 30-day trial (Paystack)
  • Access to at least one Windows, Linux, or macOS endpoint for the agent

1. Create your account

  1. Go to app.allocentra.co.za/register and enter your work email.
  2. Complete your profile and choose a plan (Growth is the default for MSPs).
  3. Add a payment method via Paystack to start your 30-day trial — your card is tokenised but not charged until the trial ends.

2. Verify your email

After signup you'll receive a verification link at the email you registered with. Click the link or use Resendon the banner in the dashboard if it doesn't arrive within a few minutes. Check spam/junk folders.

3. Complete the onboarding tour

On first login, a guided tour highlights Overview, Clients (MSP), Devices, Tickets, Patches, Alerts, Reports, and Settings. You can replay it anytime from the checklist in the sidebar.

4. Choose your path

Read Workspace modes to understand how MSP and Internal IT differ — then follow the steps for your mode.

MSP

For MSP workspaces

  1. Go to Clients and create your first managed client.
  2. Open Agents → Add agent, select the client, and install on a endpoint. See the agent installation guide.
  3. Optional: set up email-to-ticket and run an onboarding playbook for the client.
Internal IT

For Internal IT workspaces

  1. Skip Clients — devices belong directly to your organisation. See Workspace modes.
  2. Open Agents → Add agent and install on a workstation. See the agent installation guide.
  3. Optional: run the Internal IT New Hire playbook from Onboarding.

5. Invite your team

Add technicians from Settings → Users. See Users & roles for seat limits.