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Tenvara user guide

Step by step guides for every part of Tenvara, from installing it to running your service desk, devices, backup, Microsoft 365 and security.

All guides

Getting started

What Tenvara is, how to join the beta and get an instance (hosted or self-hosted), and your first hour in the app.

Service desk

Customers and contacts, the ticket inbox, SLAs, email to ticket, time, contracts, the customer portal, problems, changes, the service catalogue and status pages.

Devices

Enrol devices with the agent, remote in, run scripts, patch, deploy software, manage phones, control admin rights and track warranties.

Chat

Live chat with customers from your website, the customer portal and the tray on managed devices, answered in one console and turned into tickets in one step.

Scheduling

The technician calendar, visits booked against tickets, the dispatch board, customer confirmations, leave, timesheets and expenses.

Sales and quotes

The CRM (activities, My sales day, your own mailbox, lead scoring, sequences, marketing and account management), opportunities and pipelines, the catalogue, quotes and block-built proposals, approval, online signing and deposits, follow-up, what acceptance sets up, commission, leads, business reviews, customer sign-offs and supplier contracts.

Licences and billing

Keep licence counts, costs and customer billing in step with the distributors you buy from.

Documentation and passwords

Your knowledge base, structured customer records kept up to date, diagrams, IP addresses and racks, the encrypted credentials vault with check-out and rotation, the browser extension and its policy, sign-up addresses and their mail, dark web monitoring, a public help centre and password tools for your customers.

Monitoring and alerts

Device health, checks and thresholds by policy, script and server checks, quiet monitoring and onboarding findings, maintenance and planned states, the alert list, what raised an alert and fixing it, alert types and their noise figures, storms and one cause one alert, flapping, found and ignored items, and turning alerts into tickets and emails.

Backup

Image, folder, whole Mac and virtual machine backups, Microsoft 365, Entra ID and Google Workspace backup, immutable storage, test restores, recovery, archiving and self-service restores.

Microsoft 365

Microsoft 365 in the Cloud area. Connect customer tenants with the features you choose, see their users, licences and security posture, make changes now or later, run starters and leavers in the cloud or Active Directory, manage Intune with templates, bundles and the OpenIntuneBaseline, hold tenants to your baselines, keep every enterprise app in view with a kill switch, follow each tenant's sync and look after email security and account threats.

Security

Security events from devices, Microsoft 365, network devices and sensors, the detections and incidents they raise, threat intelligence, EDR actions, device protection, vulnerabilities and the remote access tool finder, with Cyber Essentials, compliance frameworks and awareness training in the Governance and compliance area.

Printing

Put printers on devices through the agent, find and manage drivers, choose each site's device for printer work, watch status, hold secure print jobs until release, set quotas and costs, and scan to email.

Automation

Rules that act when something happens, Microsoft 365 steps and the leaver bundle, form and sales triggers, the run log, notification channels, on-call and out-of-hours cover, and rules that show on your TV screens.

Infrastructure

Proxmox VE clusters and Hyper-V hosts with their guests, Docker hosts, NAS units, RDS virtual desktops, the Linux and Windows web servers and sites you host for customers, and the hosting panel for resellers and site owners.

Reports

The internal dashboard, the report builder, scheduled reports, monthly customer reports, presentations and the customer health score.

AI assist

Triage, thread summaries, draft replies, device investigations and Ask AI with your own Anthropic key, and the MCP server for AI assistants.

Administration

Settings for administrators: users, roles and sign-in, the settings catalogue, custom fields, wording and numbering, scoped access, governance, offboarding, the licence and the agent.

Mobile app

The Tenvara app for technicians on iPhone, iPad and Android: tickets, alerts, customers, devices, remote control, docs, visits and more, online or off.

Projects

Plan work bigger than a ticket with phases, milestones and tasks, track health, time and budget, and share progress with your customers.

Invoicing and payments

Invoices and credit notes in any currency, monthly invoice runs, online payments, accounting sync and credit control.

Procurement and stock

Suppliers and distributor price feeds, purchase orders, stock in the office, vans and customer sites, serial numbers and supplier invoices.

White-label

Make Tenvara look like your own product: brand profiles per trading name, your own domains, a branded portal, emails, PDFs and agent.

Languages and international

Languages, regional formats and time zones, currencies and exchange rates, tax in any country, and public holidays in SLAs and calendars.

Network and domains

Discover what is on each site's network, monitor network kit over SNMP, watch firewalls with a read-only account, and keep an eye on your customers' domains, certificates and DNS.

Moving to Tenvara

Bring your customers, contacts, contracts, tickets, devices, credentials and documentation across from spreadsheets, HaloPSA, ConnectWise Manage, Autotask, Syncro, IT Glue, Hudu, Zoho CRM, HubSpot and Pipedrive, check everything with a dry run, and switch over at your own pace.

Customer portal

What your customers' contacts see in the portal, who sees what, and how you set it up, brand it and check it as a contact.

Governance and compliance

Run ISO 27001, ISO 9001, UK GDPR and Cyber Essentials programmes for your customers and yourself in the Governance and compliance area, with one control library, controlled policies, risks, evidence, audits, auditor access and readiness.

Device hardening

Hold Windows, macOS and Linux devices to hardening baselines, audit first, enforce in rings with approvals, roll back any change, and see drift the moment a setting moves.

AI readiness

Assess whether each customer is ready to use AI and Copilot safely, score it, fix what is shared too widely and report on it.

Setting up Tenvara

The setup helper: a discovery interview, a plan in the right order, guided sections that apply and check your settings, go-live and Health.

Telephony and connectivity

Each site's lines and phone services, the site probe and checks from outside, outages against the SLA, phone system connections, call quality, and call billing from call records to the invoice.

Tenvara TV

Wall screens that show your dashboards in a browser, managed from Settings > TV dashboards, with messages, alarms, caller cards and cameras that take a screen over when something happens.

Company edition

Tenvara for an internal IT team: one organisation with departments and employees, an employee portal with manager approvals, purchasing and IT spend, and what differs from the MSP edition.