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
Automation (8)
Administration (9)
Licensing, Updates & Maintenance (13)
- SummitPSA 0.3.0 — Security hardening
- SummitPSA 0.4.0 — Company lifecycle management and workflow improvements
- SummitPSA 0.3.2 — Security & maintenance update
- Understanding your license and seats
- Entering or updating your license key
- Over-seat true-up explained
- Updating SummitPSA to a new version
- Release notes and changelog
- Rolling back an update
- Backing up your database and files
- Restoring from a backup
- Routine maintenance