how_to
How to approve quotes and documents
Steps for approving, rejecting, and requesting changes from the portal.
4 min read | Approvers | Client Success
publishedreview 01 Sept 2026
Healthcare account
Account manager Grace Wendell
how_to
Steps for approving, rejecting, and requesting changes from the portal.
4 min read | Approvers | Client Success
training
Training article for completing Microsoft Authenticator registration.
6 min read | All users | Security Lead
faq
Explains how requests flow into the service desk and HaloPSA workflow.
3 min read | All users | Service Desk Lead
Managers | 01 July 2026
New MFA and phishing micro-training is available for all managers.
Approvers | 02 July 2026
A proposed switch maintenance window is ready for approval.