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Step-by-step articles, one task per page. Pick a category.

Getting started
First-time setup, from the welcome wizard to the first agent.
Service Desk
Tickets: opening them, working them, and closing them out.
Team and dispatch
Staff, permission groups, pods, and how a ticket finds the right person.
- How to set up pods and staff so dispatch works
- How to set staff devices, permission groups and Elise dispatch tuning
Time
How time gets tracked, reviewed and sent to the timesheet.
- How to see who is under target and which clients lose you money
- How to track time as you work
Billing
Agreements, invoices and getting clients billed correctly.
Reports
Saved reports, the report builder, CSAT responses and RMM health, and how to read each number.
- What you can do with Reports
- How to email a report to your team or clients on a schedule
Clients and Client Portal
Client records, contacts, and what a client sees in their own portal.
For your clients
Client Portal
Written for the people at your client, not for you: signing in, tickets, bills, documents, training and who can see what.
RMM
The Windows and Linux agent: devices, scripts and remote terminal, plus patching on Windows.
Integrations
Microsoft, PSA, RMM, security, billing, documentation and AI providers, and how customer matching ties them to your clients.
CyberSentry
Security alerts, posture scores, response automation, and security awareness training across your clients.
Automations and Elise
Rules that run on their own, and what Elise can do for you.
Settings
Configuring GoTenix for how your shop runs.
Operational guides
How an MSP actually runs on GoTenix. A moment, the steps, the payoff, and the pages behind each click.

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