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Quick Start Guide

Get up and running with The One Stack in under 15 minutes. This guide walks you through signing up, setting up your organization, and configuring your first product.

Step 1: Create Your Account​

  1. Go to theonestack.com and click Get Started.
  2. Enter your name, email, and password.
  3. Check your email for a verification link and click it to confirm your account.
  4. You will be redirected to the Hub to complete your organization setup.

Step 2: Set Up Your Organization​

After verifying your email, you will land in the Hub setup wizard:

  1. Organization name — Enter your MSP or business name.
  2. Billing address — Required for invoicing and tax calculation.
  3. Time zone — Sets the default time zone for your organization. Individual users can override this.
  4. Logo (optional) — Upload your company logo. This will appear in the Portal and client-facing documents.

Step 3: Invite Your Team​

You can invite team members immediately or come back to this later.

  1. Go to Hub > Team > Invite.
  2. Enter email addresses (one per line or comma-separated).
  3. Select a role for the invited users:
    • Owner — Full access to all products and billing.
    • Admin — Full access to all products, no billing access.
    • Technician — Access to assigned products based on permissions.
    • Read Only — View-only access to assigned products.
  4. Click Send Invitations.

Invited users will receive an email with a link to create their account and join your organization.

Step 4: Subscribe to Products​

  1. Go to Hub > Billing > Products.
  2. Browse the available products or product bundles.
  3. Click Subscribe on the products you want to activate.
  4. Enter your payment method if you have not already.
  5. Products activate immediately after successful payment.
Start with the essentials

Most MSPs start with PSA, CRM, and RMM as their core stack, then add products like Defend, Security, and Books as needed.

Step 5: Configure Your First Product (PSA)​

The PSA is the operational backbone for most MSPs. Here is how to get started:

Create Your First Board​

  1. Navigate to PSA from the Hub sidebar or top navigation.
  2. Go to Settings > Boards and click New Board.
  3. Name your board (e.g., "Service Desk") and configure the ticket statuses that match your workflow.
  4. Set a default board if you want new tickets to land here automatically.

Add Service Types​

  1. Go to PSA > Settings > Service Types.
  2. Create service types that represent your common work categories (e.g., "Break/Fix," "Project," "Managed Service").
  3. Assign default SLAs to each service type.

Configure SLAs​

  1. Go to PSA > Settings > SLAs.
  2. Create SLA policies with response and resolution time targets.
  3. Assign SLAs to specific clients or service types.

Create Your First Ticket​

  1. Go to PSA > Tickets and click New Ticket.
  2. Fill in the client, summary, and description.
  3. Assign the ticket to a technician.
  4. Save — you are now tracking work in The One Stack.

Next Steps​

Now that you are up and running, explore these areas:

  • CRM — Import your client list and start managing relationships.
  • RMM — Deploy agents to your managed endpoints.
  • Portal — Give your clients a branded self-service portal.
  • Books — Set up invoicing and connect it to your PSA time entries.
  • Entity Sync — Configure cross-product data sync in the Hub.
  • Permissions — Fine-tune what your team can access.
  • Support — Learn how to get help when you need it.