HaloPSA Part 2 — Customers, Sites, Users, and Assets: Building the Foundation
February 16, 2026
HaloPSA for Beginners A Deep-Dive Getting-Started Series (5 Parts) Written for first-time users of HaloPSA, including those migrating from ConnectWise PSA.This article is part of a structured educational series designed to explain how HaloPSA is structured, how its core components relate to one another, and how work flows through the system at a foundational level.No setup steps are assumed. No best practices are presented as facts. No prior Halo experience is required. Customers (the
