QortexOS documentation
Guides for setting up and using QortexOS, from your first sign-in to reading your numbers.
QortexOS connects to the systems your managed service business already runs, reads the operating data they hold, and turns it into a live picture of the health of the business. This documentation walks you through setting up your organization and getting value from it, written for the people who use QortexOS, not for developers.
Start here
Getting started
Create your account, secure it, confirm your organization details, and take a tour of the portal.
Connect your data
Set up connectors to your PSA, RMM, accounting, and other systems, run your first sync, and monitor connector health.
Manage your team
Invite team members, assign roles, and manage access to your organization.
Understand your numbers
How QortexOS screens are laid out, what the figures represent, and how fresh they are.
Also in these docs
- Account and billing: plans, billing, and your personal account settings.
- Glossary: the terms you meet across the portal.
- Changelog: release notes for every QortexOS version.