clientst0r day to day

Skills you'll practise

• Work in the right organization and put information in the right place (asset, document, vault entry, process)
• Use vault entries safely, including breached and reused flags, TOTP codes and portal visibility
• Work a ticket: priority, statuses that pause the SLA, internal and public comments, watchers and time entries
• Run a workflow attached to a ticket and read its progress and sign-off history
• Use the dispatch board and email threading to keep work assigned and connected

Course outline

1. 1.clientst0r day to dayVideo · 2 min
2. 2.Organizations, assets, documents and processesLesson · 15 min
3. 3.Using the vault safelyLesson · 15 min
4. 4.The service desk: tickets, SLAs, time and dispatchLesson · 15 min
5. 5.clientst0r day to day: knowledge checkKnowledge check · 15 questions
6. 6.Final exam8 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

• clientst0r README: quick start (Docker and native), first steps, updating and backups, limitations, security
• clientst0r FEATURES.md: vault, documentation, workflows and native PSA / service desk
• clientst0r ORGANIZATIONS.md: organizations, user types, roles and role templates
• clientst0r user guide: getting started (organizations, users, roles, API keys)
• clientst0r user guide: password vault
• clientst0r user guide: documentation and knowledge base
• clientst0r user guide: workflows (processes and executions)
• clientst0r user guide: asset management
• clientst0r user guide: security (2FA, RBAC, audit log)
• MSP Zero: clientst0r tool page (first deployment notes)