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Modules

Schedule, Office 365, Tickets, Stack, and more. Standalone modules that extend Strategy Overview beyond the core TSM workflow.

9 articles
The Companies ModuleDisplays company information synced from your PSA, including contacts, locations, and account details, in the client portal.
The Strategy ModuleWhere your team builds and delivers TSM Reports, covering Assessments, Dashboards, Roadmaps, and Budgets.
The Plan ModuleShows a client's IT Plan items in the portal so they can see upcoming projects, recommendations, and priorities between meetings.
The Stack ModuleLets you document and display a client's technology stack, including software, vendors, and contract details.
Configuring Your Technology ModuleHow to configure the Technology Module: connecting data sources, organizing Flexible Item Groups, customizing columns, and managing your data over time.
The Schedule ModulePulls scheduled maintenance tasks from your PSA and displays them in the portal so clients can see upcoming planned work.
The Tickets ModuleSyncs open service desk tickets from your PSA into the portal so clients can see their active requests in real time.
The Office 365 ModuleSyncs license and user data from Microsoft 365 tenants, showing license assignments and MFA registration status.
Custom External Content and Embed ModulesLets you add links and embedded HTML resources, like dashboards or forms, to a client's sidebar or report.
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