Initial configuration checklist

After completing the wizard and logging in, work through this checklist to get your install ready for daily use.

Confirm what the wizard set

• Company name and base URL — captured during setup; verify they are correct in system settings.
• License key — confirm the install shows an active license.

Set core defaults

SummitPSA ships with sensible defaults you can tune in system settings, including:

• Company support details — support email and phone (company_email, company_phone).
• Default timezone for new users (default_timezone, default America/Chicago).
• Client portal name, tagline, and accent color, and whether the portal shows the knowledge base and invoices.
• Password policy and login security — minimum length, complexity requirements, lockout thresholds, and session idle timeouts.
• Ticket taxonomy requirements — whether Type, Subtype, and Item are required on tickets.

Prepare the service desk

• Review the default board and ticket statuses.
• Adjust the auto-acknowledgement email if you want to customize its subject and body.
• Decide whether to enable CSAT feedback (on by default).

Then start adding data

With configuration in place, add your first client company, invite your team, and create your first ticket — see the Quick Start articles.