Getting Started (16)
- What is SummitPSA?
- Core concepts and glossary
- How pricing and licensing work
- Install SummitPSA with one command
- Scripted / unattended install
- What the installer does and post-install checklist
- The setup wizard, step by step
- Entering your license key
- Creating your first admin account
- Create your first ticket
- Add your first client company
- Invite your team (add agents)
Knowledge Base (10)
- Creating and editing an article
- Using the editor: images, tables, and code
- Organizing with categories and subcategories
- Visibility levels explained
- Publishing an article to your public site
- Marking articles for specific clients
- Enabling your public knowledge base
- Branding your help center
- Put your KB on your own domain: the three setups