Admin Guide

This section covers platform-wide administration features available from The One Hub. These capabilities span multiple products and are managed centrally by MSP administrators.

Topics

Entity Sync

Synchronize companies and contacts across PSA, CRM, Books, RMM, Security, Portal, CMDB, and Voice. Configure duplicate detection, conflict resolution, and sync frequency.

Workflow Engine

Create bus-triggered automations using the visual workflow designer. Automate ticket creation, notifications, escalations, and field updates based on events across all products.

Tags, Notes & Custom Fields

Manage cross-product tags, shared notes on Hub companies, and custom fields that are visible across all integrated products.

Portal Custom Domains

Configure custom domains for your client portal with automated SSL provisioning and branding.

API Keys

Create and manage API keys for integrating with The One Stack APIs. Scope keys per product, rotate credentials, and monitor usage.