Before you start
- Admin access to your PSA (ConnectWise, Autotask, or HaloPSA)
- A Microsoft 365 admin who can approve SSO
- Your team’s list of boards / queues and the statuses you use
Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
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Stand up your Thread workspace, connect your PSA, configure Microsoft SSO and status mapping, and tune notifications so tickets flow correctly from day one.
Related topics
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