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Site & Users - Adding Assets and Network Login to Users

HaloPSA Agent Handbook Clients in HaloPSA

Summary The goal of this document is to explain the process for adding an Asset and/or Network L...

Updated 3 days ago by Will Ball

Restore From Cloud At Ridgebrook

Workstation Lifecycle: The Image Playbook Restore

šŸ”§ Bare Metal Recovery from MSP360 (Staging Backup) 1. Boot into BIOS Setup Boot into the BIOS...

Updated 4 days ago by Jonathan Thomassy

DTC Client Portal Testing Scenarios

DTC's Client Portal Public Resources

Hi Beta Tester! Thank you again. Here are a few scenarios we'd like to encourage you to explore...

Updated 1 week ago by Emily Hanson

Client Portal FAQ

DTC's Client Portal Public Resources

Getting Started What is the Client Portal? The Client Portal is your all-in-one platform to subm...

Updated 1 week ago by Emily Hanson

Client Portal Beta Test User Guide

DTC's Client Portal Public Resources

DTC Beta Tester User Guide Welcome to the DTC Beta Testing Program! We’re excited to have you ...

Updated 1 week ago by Emily Hanson

Import HaloPSA Purchase Orders to Quickbooks as Unpaid Bills

HaloPSA Agent Handbook Organization Financials

Please note the following must be performed on the Quickbooks Desktoip AVD host(s) via the "Windo...

Updated 1 week ago by Nate Smith

Add a Card to a Stripe Customer

HaloPSA Agent Handbook Client Financials

Updated 2 weeks ago by Christina Geiwitz

How To Guide: Managing Cards for Recurring Invoices in HaloPSA

HaloPSA Agent Handbook Client Financials

To View the Card Set for Recurring Invoices: Step 1. Go to a client in HaloPSA. Step 2. Go to t...

Updated 2 weeks ago by Christina Geiwitz

Welcome to DTC’s Knowledge Base šŸ“šāœØ

Intro to DTC's Knowledge Base

This is the go-to place for all things DTC tech — from everyday IT basics šŸ–„ļø to advanced specialt...

Updated 2 weeks ago by Nate Smith

ZeroTier End User Guide

ZeroTier

ZeroTier is used for secure network access. This guide outlines how to sign in for the first time...

Updated 3 weeks ago by Mike Cooper

Transfer FSMO Roles Using NTDSUTIL - Windows Server

On any domain controller, click Start, click Run, typeĀ NtdsutilĀ in the Open box, and then click...

Updated 1 month ago by Scott Leister

Create Compatible MSP360 Recovery Image

Workstation Lifecycle: The Image Playbook Restore

For Use with MSP360 Backup Restores (DTC Standard)This guide walks you through creating a USB rec...

Updated 1 month ago by Mike Cooper

Mapping HaloPSA Clients ↔ Stripe Customers

HaloPSA Agent Handbook Client Financials

PrerequisitesYou haveĀ AdminĀ (or equivalent configuration) rights in HaloPSA.TheĀ StripeĀ integratio...

Updated 1 month ago by Nate Smith

Contractor Functionality Overview

HaloPSA Agent Handbook Contractors

Our aim is simple:Ā use on‑demand contractors from Field Nation to deliver DTC’s limited on‑site s...

Updated 1 month ago by Nate Smith

How to Receive Manual Payments via Credit Card (Stripe) Within HaloPSA from an Invoice

HaloPSA Agent Handbook Client Financials

Goal This guide will help you easily receive manual payments through credit card using Stripe wit...

Updated 1 month ago by Nate Smith

šŸ“˜ How to View a Client's Last Recurring Invoice in HaloPSA

HaloPSA Agent Handbook Client Financials

This guide shows you how toĀ check what a client was be billed in the previous billing periodĀ for ...

Updated 1 month ago by Nate Smith

Swap Workstations

Workstation Lifecycle: The Image Playbook Deploy

šŸ“¦ 0. Pre‑Flightāœ…TaskNotes☐ConfirmĀ new workstation is fully imaged & updatedShould already have it...

Updated 1 month ago by Nate Smith

🧪 Generalize "Re-Used" Images

Workstation Lifecycle: The Image Playbook Deploy

1. šŸ› ļø Manual Prep: Enter Audit Mode First Before proceeding with automation, you'll need to enter...

Updated 1 month ago by Nate Smith

Capture With MSP360

Workstation Lifecycle: The Image Playbook Capture

In our workstation lifecycle strategy, the Capture phase ensures every device has a valid, restor...

Updated 1 month ago by Mike Schepers

🧹 MSP360 Cleanup

Workstation Lifecycle: The Image Playbook Deploy

Deleting Retired ā€œStagingā€ WorkstationsĀ andĀ Their Backup DataUse this procedure once a workstatio...

Updated 1 month ago by Nate Smith