CentrexIT | centrexIT Knowledge Center

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centrexIT

Knowledge Center

Getting Started

Getting Started

Policies

Business Continuity Plan - POL-0171 (BCP) Mike Hicks

Customer Credit Card Payment Acceptance Ronda Green

Employee Handbook - POL-0173 Mike Hicks

Information Security - POL-0428 Mike Hicks

Operating Policies Kellee Blair

Policy Template Mike Hicks

Provisioning Ticket Billing - SOP Jonathan Christensen

Quality Manual - DRAFT Mike Hicks

Umbrella (OpenDNS) Filtering Blocked Categories Jesus Gastelum

Procedures

1password Josh Hohbein

Accounting Management Kellee Blair

Add to CARE Team Wheelhouse Christina Tarpey

Advising & Consulting Agreement Process Katie McEvoy

After-Hour/On-Call Support Workflow Christina Tarpey

Anatomy of a Ticket Christina Tarpey

Annual Quality Management Review Kellee Blair

Avanan Enhanced Email Security Josh Hohbein

Basic Request Process Christina Tarpey

Breachsecure Now Josh Hohbein

Calculate Daily Employee Productivity Percentage Christina Tarpey

CARE Team Process Chart Travis Beeson

CentrexIT Change Control Process in Pzzle - Draft Mike Hicks

CentrexIT VPN Programs Meredith Seidman

Circuit Failover Procedure Andy Albrecht

CIS Controls - Incident Response Process Sean Ernst

CJP - Holiday Notification Profile for After-Hours Christina Tarpey

Client Lifecycle Danny Lopez

Common Questions & Definitions Alex Paul

Continuous Improvement Kellee Blair

Convert an Intake Record Christina Tarpey

Create a Project Request Mike Hicks

Create Project Request Agustin Cervantes

Customer Strategy and Relationships Kellee Blair

Cybersecurity Breach Checklist Jesus Gastelum

Cybersecurity Risk Assessment Overview Josh Hohbein

Dark Web Overview Meredith Seidman

Defensx Overview Josh Hohbein

Dispatching Technician Onsites Christina Tarpey

Dropsuite Overview Bryan Bognot

Duo_msp_guild_for_account_migration Timothy Zarza

Employee Development and Satisfaction Kellee Blair

Escalate to Halo Support Team Stephen Homer

Escalating Outside of the Service Desk Christina Tarpey

Frequently Asked Questions (FAQ) Template Alex Paul

Generic Procedure for Setting up New PCs/Laptops Christina Tarpey

Handing Incident Endpoint Replacements Off to Provisioning Jonathan Christensen

Handling Past Due Scheduled Tickets Christina Tarpey

How to Create a Knowledge Base (KB) Article Meredith Seidman

Identifying an Extra Care Client Katie McEvoy

Inactive Client Communication - No Contact Preference Christina Tarpey

Incident Response Christina Tarpey

Incidents Per User (vITM KPI) Mike Hicks

Intune and M365 Hardening Project Requirements - Project Quote Standard Damon Marjanovich

Jump Cloud Training Jesus Gastelum

KB Approval Process Meredith Seidman

Knowledge (KB) Category List & Definitions Mike Hicks

Label Printer (Front Desk) Jordan Smith

Liongard Overview Josh Hohbein

Management Responsibility Kellee Blair

New User Spec Form and User Setup Guide (Reference Only) Mike Hicks

PC Provisioning Template Mike Hicks

Pen Testing Process Meredith Seidman

Perimeter 81 Overview Josh Hohbein

Policy Scorecard Overview Josh Hohbein

Policy Template Meredith Seidman

Problem & Known Error Template Meredith Seidman

Product Development Kellee Blair

Project Procurement Dylan Quiros

Project Scope Review and Approve Bernat Llopart

Provisioning Flowchart Christina Tarpey

Provisioning Process in Pzzle Meredith Seidman

Pull Existing Inventory to Provision Christina Tarpey

Pzzle Platform - Schedule Action for Simple Request or Incident Dylan Natter

QuickBooks 2019 Enterprise Mike Hicks

Request Team Start and End of Day Christina Tarpey

Request Team Welcome Packet and Training Kellee Blair

Request Ticket Scheduling Christina Tarpey

Reschedule Process/Internal Scheduling Request Meredith Seidman

Rewst Workflow Naming Conventions

Sales & Revenue Kellee Blair

Sales Definitions Grant Page

Scheduled Calendar Changes Space Christina Tarpey

Scheduling Remote Support Christina Tarpey

Selecting a RAID Configuration Jesus Gastelum

Sentinelone Training Sean Ernst

Service Delivery Kellee Blair

Service Desk - Dedicated Support Team Welcome Packet and Training Christina Tarpey

Service Desk - Escalation Team Welcome Packet and Training Christina Tarpey

Service Desk - New User/New PC Deployment QA and QC Process Christina Tarpey

Service Desk - Support Team Welcome Packet and Training Christina Tarpey

Service Level Agreement - Priority and Response Matrix Christina Tarpey

Set up a Marketing Webinar Campaign Grant Page

Shield Cyber Overview Josh Hohbein

Short Term Tactical Plan (Issue Tracker) Jesus Gastelum

Site Survey - Video Surveillance for a Facility Jesus Gastelum

Smart Tag: White Glove Katie McEvoy

Sprint Retro Alex Paul

Support Engineer II and Support Engineer II - Lead Workflow Christina Tarpey

Support Engineer III - Start and End of the Day Christina Tarpey

System Updates RACI Mike Hicks

Technology Management Kellee Blair

Testing Approval Workflow Stephen Homer

Ticket Statuses - Incident and Request Joe Turso

Ticket Transfer CW to DS Kellee Blair

Treasury Kellee Blair

UX Onboarding Process Christina Tarpey

VCIO - Agreements Current and Future (Support Allocation) Danny Lopez

VCIO Estimate Review and Approval Danny Lopez

What to Do During Downtime Christina Tarpey

Work Instruction/How-To Template Meredith Seidman

Work Types Description Kellee Blair

Work With Extra Care Clients Christina Tarpey

Reference

Award an Employee a Gift Card Ronda Green

Category and Subcategory Definitions and Use Christina Tarpey

ConnectWise Manage Not Able to Send Email Katie McEvoy

DS ITSM GO-LIVE Scheduled for May 21st Kellee Blair

Format a Knowledge Base (KB) Article Brittany Sawyer

How to Install Document Locator (DL) Client Mike Hicks

How to Update the Certificate for Rdgateway Mike Hicks

How to Update the Firmware on CIT-NIMBLE-2 Jomer Magtoto

MVP Demo Publish Flow 2026-05-09T05-14-51-622Z knowledge-demo@centrexit.com

Performing Media Sanitization Katie McEvoy

Responding to a Critical Incident During After Hours Christina Tarpey

Responding to a Critical Incident During Business Hours Christina Tarpey

Test Dylan Natter

Test Article Using Scribe & Markdown Export Sean Ernst

Update the SSL Certificate for a Rdgateway (Godaddy Signed) Mike Hicks

Standards

1password Naming Convention Mike Hicks

Acceptable Use Josh Hohbein

After Hours Alerts Configuration Standard Katie McEvoy

AI Acceptable Use Kellee Blair

Azure Active Directory Alignment With Halo Cory Walton

Backups Bryan Bognot

Client Company Profile Data Dylan Natter

CMDB Cis Mike Hicks

Creating Domain Administrator Accounts Katie McEvoy

Design Scoping & Quoting Agustin Cervantes

Documentation Pyramid Kellee Blair

E-Waste Katie McEvoy

Entering Notes on Tickets Christina Tarpey

Firewall Jomer Magtoto

General Network Jomer Magtoto

Immy.bot New Client Alert Automation Jonathan Christensen

IT Steering Committee Kellee Blair

Knowledge Documentation Kellee Blair

Low Voltage Network Cable Installation Dylan Natter

Naming of All New User, User Termination, and Provisioning Kbs Jonathan Christensen

Neat Bar Guidelines Jesus Gastelum

Network Diagrams Jesus Gastelum

Non-Managed Client Projects Andy Albrecht

OpenDNS Virtual Appliance (OVA) Standard Bryan Bognot

Password & Account Management Josh Hohbein

Paylocity LMS Kellee Blair

Payroll Ronda Green

Poway Inventory SharePoint Site Jonathan Christensen

Required Data for Company Information Grant Page

Safety - Height (Ladders) Katie McEvoy

Service Provider Matrix Josh Hohbein

Service Team Christina Tarpey

Shipping & Insurance Standard - Provisioning Katie McEvoy

Software CI Mike Hicks

ST: Rewst Workflow Naming Standards Jonathan Christensen

Vulnerability Management Josh Hohbein

Web Browser and Email Client Security Josh Hohbein

Windows Operating System Patching Bryan Bognot

Work Instructions

3rd Party Schedule Onsite Request (Trick Dog) Bryan Bognot

Accept an Invitation to Create a New Account in Align Kellee Blair

Access Client Circuits via Halo Jeremy Lechuga

Access PPE Emergency Mailbox for Email Continuity Christina Tarpey

Accessing Shared P81 Account Josh Hohbein

Accessing the Halo MSP Test Space Alex Paul

Account Management Danny Lopez

Accounting Email Addresses Ronda Green

Activating Duo Mobile Bryan Bognot

Add a Child or Task to a Company Priority in Align Kellee Blair

Add a Filter in N-Central to Your List of Filters Bryan Bognot

Add a Network Site to Cisco Umbrella (OpenDNS) Jesus Gastelum

Add Banking Information in Nexonia Ronda Green

Add MS Learning Pathway App to MS Teams Andy Albrecht

Add or Edit a Huddle Priority or Task in Align Kellee Blair

Add Prospect to Non-Managed Space Mike Hicks

Add Public DNS Records in Godaddy Jeremy Lechuga

Add Yourself to a Teams Space Meeting Mike Hicks

Adding a Manageit Agreement to Customer in Pzzle Katie McEvoy

Adding an Alias via AD for an O365 Email Account Jayson Gundy

Adding and Removing SAML SSO Login to Meraki Josh Hohbein

Adding Email Distribution Groups in Microsoft 365 Christina Tarpey

Adding or Removing a Client as Extra Care in Pzzle Katie McEvoy

Adding Project Cost to Initiative/Recommendation in Vcio Toolbox Danny Lopez

Adding/Onboarding a New Client as a Customer in Pzzle Katie McEvoy

Addressing Acceptable and Poor Csats With No Comment Christina Tarpey

Addressing Csats With Comments Christina Tarpey

Anchor/Cloudsync Support and SSL Renewal Info Bryan Bognot

App Password Reset for Outlook, Email, for MFA, 365 Jordan Smith

Apple Business Manager Provision Macbook/iPad/iOS Bryan Bognot

Apple MDM Push Certificate, Configure or Renew Bryan Bognot

Approving Time Entries Pushed to ConnectWise From Halo Katie McEvoy

ASA Firmware Update Jomer Magtoto

Authoritative and Non-Authoritative Synchronization for Dfsr-Replicated Sysvol Replication Bryan Bognot

Automation Localuser Creation Bryan Bognot

AV Defender Overview Bryan Bognot

Azure Active Directory User Sync Into Dreamtsoft Sean Ernst

Backup Template Policy Overview Meredith Seidman

Basic Halo Troubleshooting Alex Paul

Basic Provisioning Bryan Bognot

BC DR Danny Lopez

Branded Templates, Video Backgrounds, Company Photos and Events Grant Page

Building CMDB Relationships Mike Hicks

Catchphish Outlook Plugin (Breachsecure Now) Josh Hohbein

Changing the Masergy Phone System Recordings Mike Hicks

Checking Daily Alert Checks Josh Hohbein

CIPP Overview Josh Hohbein

Cisco FW Troubleshoot Marshall Carr

CIT Private Cloud - Configuring Boot From SAN and Upgrading Hosts to ESX 7.0. Jomer Magtoto

Client Portal - Basic Navigation Kellee Blair

Client Portal - Client Admin Area Stephen Homer

Client Portal - Creating a New Ticket Stephen Homer

Client Portal - Navigating Client Admin Area Kellee Blair

Client Portal - Other Portal Areas Stephen Homer

Client Portal - Reviewing Tickets Kellee Blair

Cloning a Halo Application Instance Stephen Homer

Cloudsync Troubleshooting - App Gui Not Appearing Mike Hicks

Company Credit Card Request Ronda Green

Compromised Email Steps Ethan Tverdy

Configure MAC OSX for Compatibility in N-Central Bryan Bognot

Configure MAC OSX for Compatibility in Ncentral Bryan Bognot

Configure Veeam Backup for Microsoft Office 365 Bryan Bognot

Configuring Client Windows Operating System Patching Bryan Bognot

Connecting to a MAC Device Using Screen Connect Travis Beeson

Connecting to ScreenConnect to a MAC Computer Mike Hicks

ConnectWise: Shipment Received Lei Lani Davis

Converting Ticket Record Type Alex Paul

Create a Change Request in Dreamtsoft Sean Ernst

Create a Company Credit Card Expense Report in Nexonia Ronda Green

Create a Filter, Save it, and Access From Any Space Sean Ernst

Create a Group for Veeam O365 Backup Exclusions Bryan Bognot

Create a Local User Account via the Command Line Christina Tarpey

Create a Problem Ticket From an Incident and Add Time Kellee Blair

Create a Procedure Kellee Blair

Create a Process Kellee Blair

Create a Project Request Mike Hicks

Create a Restricted Access Folder Locked Down by Security Group Christina Tarpey

Create a Standard Kellee Blair

Create a Story Alex Paul

Create a SWARM Space Christina Tarpey

Create a Teams Meeting in a MS Channel Kellee Blair

Create a Work Instruction Kellee Blair

Create an Azure Virtual Machine and Configure Veeam Cloudconnect for Offsite Backup Copies Bryan Bognot

Create an Expense Report for Reimbursement in Nexonia Ronda Green

Create and Use Message Templates in Any Chat Box Stephen Homer

Create Demand Record in Dreamtsoft Sean Ernst

Create Knowledge Base Article in Dreamtsoft Sean Ernst

Create Windows 10 Image for Deployment With FOG Server Jonathan Christensen

Create Windows 10 Image for Deployment With FOG Server Jonathan Christensen

Creating a Vendor Contact Alex Paul

Creating an NRFC Mike Hicks

Creating and Maintaining Citlicensedusers Group Josh Hohbein

Creating Halo Service Account for Client User Sync Alex Paul

Creating Intake From Phone Chelsie Garcia

Creating Service Account for Cit Josh Hohbein

CSAT Card Calculation Alex Paul

Darkweb ID / Bullphish Whitelistings and Email Template Guide Bryan Bognot

Determine if a Server is Running FRS (File Replication Services) /DFRS (Distributed File System Replication) Jeremy Lechuga

Dev.halo.app SSL/Oauth Configuration Procedure Meredith Seidman

Documentation Request Problem Mike Hicks

Download the Software Assets From Ncentral Bryan Bognot

Dreamsoft Training Stephen Homer

Dreamtsoft App Building Process and Terminology Meredith Seidman

Dreamtsoft Technical Terminology Glossary Meredith Seidman

Dropsuite for Google Workspace Bryan Bognot

Dropsuite Google Workspace Restore and Download Bryan Bognot

Ds/Halo Glossary Kellee Blair

Duo - Reparenting Request Bryan Bognot

Edit or Archive an Existing Knowledge Article Kellee Blair

Email Signature Customization Grant Page

Enable Outside Domain Sharing for Teams and SharePoint Sites in M365 Mike Hicks

Enable Smartnet Notifications Bryan Bognot

End User Setup of Defensx Josh Hohbein

Endpoint Reprovision With the CIT FOG Server Jonathan Christensen

Enrolling a Macbook in Microsoft Intune Damon Marjanovich

Equipment and E-Waste Drop-Off Jonathan Christensen

Exchange Hybrid Migration - Resolving Issue With Mailboxes Not Inheriting Email Address Policy Jomer Magtoto

Executing a NRFC Mike Hicks

Exporting Change Notifications From Liongard Josh Hohbein

Extra Care Client Handling by Service Desk Christina Tarpey

Fedex Shipping Integration to Halo Alex Paul

Fill Out RFC N-Central Deployment Bryan Bognot

Find VBO Calculations Bryan Bognot

FIX: Snagit Recordings Only Showing Green Screen With No Audio Jomer Magtoto

Generate a Dark Web Monthly Report Manually Bryan Bognot

Generating Java Keystore File for Halo Stephen Homer

Get Memory, CPU or Other Hardware Information via CLI for Vmware Jesus Gastelum

GitHub SSH Deployments for Dreamtsoft Bundles Stephen Homer

Go Daddy Cancel Auto-Renewal for SSL Certs Timothy Zarza

GRC Danny Lopez

Gsuite User Sync to Pzzle Jomer Magtoto

Gsuite/OneLogin Password Sync Sean Ernst

Halo & Microsoft Integration Schema Setup Mike Hicks

Halo & Ncentral Integration Schema Setup Mike Hicks

Halo & ScreenConnect Integration Schema Setup Mike Hicks

Halo Intake Triage Alex Paul

Halo Permissions Structure_1_person Kellee Blair

Halo Permissions Structure_2_groups Kellee Blair

Halo Permissions Structure_3_functions Kellee Blair

Halo Release Note Standards Meredith Seidman

Halo Team Story Status of Done Alex Paul

Halo Team Story Status of Ready Alex Paul

Halo to 1password Integration Schema Setup (Defunct) Mike Hicks

Halo.app SSL Certificate Renewal Stephen Homer

Handle Child Tickets Christina Tarpey

How Move User OneDrive Data to SharePoint Document Library Cory Walton

How to Add Slots (Values) to a Record in Dreamtsoft Sean Ernst

How to Create a Work Instruction Brittany Sawyer

How to Globally Delete an Email in O365 Jayson Gundy

How to Order Swag for Employees Jennifer Gaughran

How to Ship With Our Cit Fedex Account Jonathan Christensen

How to Update the Certificate for a Rdgateway Christina Tarpey

Howto: Intune - Updating/Renewing the Apple Push Certificate for MDM Usage Damon Marjanovich

Identify Missing Patches via Ncentral Bryan Bognot

Immybot: How to Add a Tenant Jonathan Christensen

Immybot: How to Create a Deployment for a Tenant Jonathan Christensen

Immybot: How to Provision an Endpoint Jonathan Christensen

Import New Companies Into Hubspot Grant Page

Incident Walkthrough Alex Paul

Install Microsoft Office 2019 Standard Volume License on RDS Session Hosts Jomer Magtoto

Install N-Central macOS Agent Bryan Bognot

Install Nable for a New Machine Bryan Bognot

Internal MAC Endpoint Provisioning With Apple Business Manager Jonathan Christensen

Internal Windows Endpoint Provisioning Jonathan Christensen

IT Road Mapping and IT Budgeting Danny Lopez

Jumpcloud - G-Suite Integration Damon Marjanovich

Jumpcloud - M365 Integration Damon Marjanovich

Keyboard Shortcuts Inside Halo Alex Paul

Known Error Problem Mike Hicks

Lenovo Human Presence Sensor Causes Computer to Lock After 30ish Seconds Regardless of GPO/Security Settings Mike Hicks

Librechat User Guide Sean Ernst

Linkedin Job Post Jackie Bertolasio

Logging Into Vcenter Jeremy Lechuga

Logmein Endpoint Installation Ernesto Cano

M365 Backups - Test Restores. Mike Hicks

M365 Security CIT Guidelines Bernat Llopart

macOS Tips and Tricks Jonathan Christensen

Mail Flow Rule for ConnectWise to Halo Redirection Mike Hicks

Markdown/HTML Table Testing for STORY00001521 Alex Paul

MERAKI AP Deployment Jesus Gastelum

Microsoft Authenticator App Setup Mike Hicks

Microsoft Bookings Access, Setup, and Basic Use Christina Tarpey

Microsoft365 - How to Configure Autopilot for a Tenant Felix Joseph Thoppil

Migrating Exchange Hybrid Configuration and Decommissioning Exchange Andy Albrecht

Migrating Sentinelone Agent From One Tenant to Another Josh Hohbein

My IT Process Standards Alignment Review Mike Hicks

N-Central Third Party and Vendor Access Approval Template Mike Hicks

N-Central Third-Party Application Patching Bryan Bognot

Nable Agent Install for Macs - End User Install Bryan Bognot

Navigating the Align Tool Kellee Blair

Ncentral General Agent Install or Re-Install Bryan Bognot

Ncentral Update Bryan Bognot

New Client Onboarding - vITM Role Mike Hicks

New Client Onboarding Work Instructions – Onboarding Engineer Jomer Magtoto

New User Onboarding Travis Beeson

Non-Capa Initiative Problem Mike Hicks

Offboard/Remove a Customer in Pzzle Katie McEvoy

Office Powerpoint, Word, Excel 64-Bit to 32-Bit Preview Pane Fix Christina Tarpey

On Call - Afterhours Christina Tarpey

OnBase: Install and Configuration Jose Toro

Open a Paid Professional Ticket With Microsoft Mike Hicks

Participate in Cit Focused Recognition Rewards Program Kellee Blair

Participate in the Cit Phishing Awareness Program Josh Hohbein

Patch Template Policy Overview Meredith Seidman

Patching Vmware Vcenter Server Appliance Bryan Bognot

Pax8 - Adding and Removing Microsoft Licenses Dylan Quiros

Pax8 to Bill.com/Qbo Integration Toby Peterson

Policy Scorecard Asset and Resource Gathering Josh Hohbein

Policy Scorecard Cost Estimator Josh Hohbein

Policy Scorecard Invoice Reconciliation Josh Hohbein

Policy Scorecard Onboarding and Policy Creation Josh Hohbein

Policy Scorecard Vcio Review Josh Hohbein

Poway Alarm System Mike Hicks

Prevent Webex Calling From Calling Multiple Devices Bryan Bognot

Priority Setting for All Incident Tickets Christina Tarpey

Problem CAPA Process Mike Hicks

Problem Managment Mike Hicks

Process a Dark Web Compromised Email Bryan Bognot

Provide Access to a User's OneDrive Mike Hicks

Provisioning Process in Halo Travis Beeson

Pulling Call Recordings From CJP Jeremy Lechuga

Pzzle & ConnectWise Integration Schema for Billing Katie McEvoy

QBR Technical Standards Assessment in Vciotoolbox Mike Hicks

Quarterly Business Review (QBR) Mike Hicks

RDS Start Menu Not Working Fix Jeremy Lechuga

Recognition Rewards Random Selection Kellee Blair

Record & Download a Video File From MS Teams Grant Page

Register a Cox Deal Jesus Gastelum

Register a Deal With Ring Central Jesus Gastelum

Releasing Quarentined Email From Avanan Josh Hohbein

Remediate macOS Devices Not Checking in With Intune Cory Walton

Remediate macOS Not Checking in With Intune Cory Walton

Remote Control macOS Devices With ScreenConnect - macOS 13 and Later Travis Beeson

Remote Control macOS Devices With ScreenConnect - Through macOS 12 (Monterey) Sean Ernst

Remote User-Add Jonathan Christensen

Removable Media Encryption Josh Hohbein

Remove Users From Breach Secure Now Security Training Josh Hohbein

Renew the SSL for Centrexit.com Mike Hicks

Renew Vmware Vcenter Certificate Bryan Bognot

Report as Late or Out of Office Christina Tarpey

Requesting an Onsite Tech From the SD Christina Tarpey

Requesting Technician to Go On-Site Christina Tarpey

Reserve the Genesis Ronda Green

Reset the Ilo Administrator Password From Esxi Host Bryan Bognot

Reset Voicemail PIN - Webex Calling Sean Ernst

Resetting AD User Password With N-Central Bryan Bognot

Resolution Codes Definitions and Use Christina Tarpey

Resolving Onenote File Not Found Errors After Domain Change Jomer Magtoto

Resolving Windows Probe Service for After Hours on Call Jeremy Lechuga

Restore Files in Veeam Enterprise Manager Bryan Bognot

Restore From Veeam Backup for Office365 Bryan Bognot

Retrieve the License Key for Esxi (Vmware) Bryan Bognot

Review Completed Assessment in Vcio Toolbox Danny Lopez

Review CSAT Scorecard Christina Tarpey

Reviewing a NRFC - Post Change CAB Review and NRFC Closure Mike Hicks

Reviewing a NRFC – Client SME Mike Hicks

Reviewing a NRFC – Technical SME Mike Hicks

Schedule a Quarterly VCIO Meeting Grant Page

Schedule Next QBR in Vcio Toolbox Danny Lopez

Schedule the Webex Room Kit to Join Into a Microsoft Teams Meeting Mike Hicks

Scheduling and Rescheduling Appointments Alex Paul

Scheduling Onsite Support Christina Tarpey

Screenshot of Photo Preview in MS Teams Grant Page

Security Awareness Training Sean Ernst

Send a Fax From the CentrexIT Fax Number (+1 6193422214) Mike Hicks

Send Client Email Alert/Notifications in Hubspot Grant Page

Sendgrid Alert Review Jeremy Lechuga

Sentinelone Deployment Bryan Bognot

Sentinelone Overview Josh Hohbein

Set up Client Remote Access Account in N-Central Bryan Bognot

Set up Vacation Mode in CIPP for Geofence Exclusion Jeremy Lechuga

Set up Vacation Mode in Conditional Access Jeremy Lechuga

Setting Cit Holiday Scheduling Christina Tarpey

Setting MFA in Microsoft Azure Client Subscriptions Andy Albrecht

Setting up a Client in Liongard Josh Hohbein

Setting up a Management PC Jesus Gastelum

Setting up Avanan Josh Hohbein

Setting up Client for Halo Comanageit Access Stephen Homer

Setting up Meraki Integration With Adlumin Josh Hohbein

Setup Apple Business Manager With Intune Bryan Bognot

Setup Client on Centrexfax Jesus Gastelum

Setup OTP for Websites Bryan Bognot

Smart and Standard Tag Definitions in Use Alex Paul

Sprint Story Work Effort Planned Alex Paul

Starting or Recovering the Halo Application Stephen Homer

Steps to Verify a Spam / Phishing Email. Jeremy Lechuga

Stop User Sync to ConnectWise - Deactivate Nilear Jesus Gastelum

Submit a Focused Recognition Form Kellee Blair

Submit VCP Reports to Vmware Jomer Magtoto

Submit Work to the Halo Team Alex Paul

Test Sec Doc Ace Sklar

Ticket on Hold and Scheduled - Statuses and Definitions Christina Tarpey

Time Entry Review -Client Billable and Allocation Time Katie McEvoy

Traceless and Halo User Verification Toby Peterson

Tracking Client Initiatives in Planner Mike Hicks

Uninstall N-Central Agent Jesus Gastelum

Universal AnyConnect SSL Renewal Mike Hicks

Update Door Schedules for CIT Poway HQ Dylan Natter

Update Greeting in Pager Duty Jeremy Lechuga

Update Pzzle Ticket: Shipment Received Lei Lani Davis

Update QNAP Firmware Bryan Bognot

Update Synology Diskstation Manager Bryan Bognot

Update the Certificate for a Rdgateway (Self-Signed) Mike Hicks

Updating Intake Record From Email Chelsie Garcia

Updating the Poway Inventory Spreadsheet Katie McEvoy

Upgrade Firmware on CIT-NIMBLE at NFINIT Andy Albrecht

Use Microsoft Built in Quick Assist for Remote Control Alex Paul

User Creation in Concord for Using Centrexfax Mike Hicks

User Offboarding Mike Hicks

Utilizing CJP and Webex Teams to Facilitate Service Intake Support Christina Tarpey

Vcenter Login Meredith Seidman

Veeam Create Immutable Azure Blob Repository Bryan Bognot

Veeam Data Cloud for M365 Configuration Bryan Bognot

Veeam: Restoring Entire VM Bryan Bognot

Verve - Client Contact and Escalation Information Blake Means

vITM Post-Project Review Mike Hicks

Vmware Vcenter Renew Expired Certificate - Signing Certificate is Not Valid Bryan Bognot

What is Pulse SMS - 619-587-9632 Mike Hicks

Windows 11 Initial Setup Guide Jonathan Christensen

Windows Operating System Patching Bryan Bognot

Windows Server Remote Desktop Service Guidelines Bryan Bognot

Zapier Workflows and Dylan Natter