Getting Started
Orientation and a fast path to a working SummitPSA system.
- What is SummitPSA? SummitPSA is a self-hosted, all-in-one PSA platform for MSPs, covering ticketing, CRM, assets, billing, and more.
- Core concepts and glossary Definitions of the key SummitPSA objects: agents, roles, companies, contacts, tickets, boards, licenses, and the data directory.
- How pricing and licensing work SummitPSA is a flat $79 per technician with everything included; a license key activates the install and is checked periodically.
- System requirements and supported environments SummitPSA runs on a Linux server with Docker Engine, the Compose v2 plugin, openssl, and a reverse proxy for TLS.
- Install SummitPSA with one command Run the installer as root; provide your public URL, super-admin email, and license key, and the stack comes up on 127.0.0.1:8001.
- Scripted / unattended install Pass LICENSE_KEY, SUMMIT_URL, and SUMMIT_ADMIN_EMAIL as environment variables so the installer runs without prompts.
- What the installer does and post-install checklist A breakdown of every step the installer performs, plus a checklist to verify the stack is healthy after install.
- Moving SummitPSA to a new server Move an install by carrying over .env.docker and the database/app data volumes to a fresh host running the same stack.
- Uninstalling SummitPSA Stop and remove the SummitPSA stack with docker compose down; deleting the named volumes permanently destroys all data.
- The setup wizard, step by step On first run, open /setup to create the super admin, confirm the license key, base URL, and company name; the wizard then locks.
- Entering your license key The installer seeds your license key, so the setup wizard pre-fills it; you normally confirm rather than re-type it.
- Creating your first admin account Your first account is the Super Admin, created in the setup wizard with full unrestricted access to every module.
- Initial configuration checklist After first login, confirm your company details, support contact info, timezone, and review system settings before going live.
- Create your first ticket Open Tickets, choose New, give the ticket a title (required), set priority and type, link a company and contact, and save.
- Add your first client company Open Companies, choose New, enter the company name (required), set type and tier, add contact and address details, and save.
- Invite your team (add agents) Admins add agents under Admin > Users > New; SummitPSA generates a temporary password the new agent must change at first login.