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Marula PSA documentation
The product you run yourself: installation, setup, daily work, billing, the client portal, automation and operations.
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Start hereStart herePick the row that matches your job. Each page lists tasks in the words people actually use (\"a customer cannot log in\", \"I need to close the month\") and…Start hereOwner tasksYou are accountable for the numbers and for who can see what. These are the jobs that land on your desk, in the order they usually arrive.Start hereAdmin tasksMost of this work happens once, at the start, and then twice a year. The list is grouped by the job rather than by the settings menu, because the menu moves…Start hereTechnician tasksThe technician's path through Marula: work the queue, run a service day, log billable time and answer the customer.Start hereOperator tasksYou are not the workspace admin. Admins configure boards, email routing and people.Start hereAgent and automation tasksMarula separates three things that are easy to blur: what an agent may do (grants), what it did (provenance and audit), and what the platform exposes (API…Start hereAdmin how-to guidesEach how-to guide gives you a direct checklist for one specific job in Marula. If you are brand new and want a guided walkthrough from start to finish…TutorialsTutorialsEach tutorial walks you through one real job from start to finish using the sample organization that ships with Marula.