Administration

• Adding and managing agents Create, edit, deactivate, and reactivate the staff accounts (agents) who work tickets inside SummitPSA.
• Roles and permissions explained How roles, the six per-module permission actions, and per-agent overrides combine into each agent's effective access.
• Resetting an agent's password or access Reset a forgotten password, unlock a locked-out account, or reset two-factor authentication for an agent.
• General settings Where to find system-wide settings and what the core company, timezone, and ticket options control.
• Branding: name, accent color, and logo Set the application name, client-portal name, tagline, accent colour, and upload a logo for your SummitPSA instance.
• Hidden modules and navigation Hide optional modules from the sidebar to declutter navigation, without disabling the underlying features.
• User access and sessions Login lockouts, password policy, IP whitelisting, and idle-session timeouts that protect staff and portal accounts.
• Two-factor authentication (2FA) Enrol in app-based TOTP two-factor authentication, how verification works at login, and admin reset.
• Data ownership and where your data lives SummitPSA is self-hosted: your data stays in your own database on infrastructure you control.