Helios Admin

This topic checks that you know which Helios product owns which job, how the Desk and Deliver names and the Service Desk lists behave, and how roles and seats work. Expect questions on the schedule authority, the Open definition, the single-role rule for non-vendor users, the included owner and the four seat pools.

Practice questions

This topic covers day-to-day Field administration: the appointment lifecycle, the dispatch release, blocked time and absences, the difference between hard constraints and objectives, the Onsite gate on the phone, and which capabilities each entitlement includes.

Practice questions

This topic covers how Orbit mirrors Field into HighLevel and what happens when it fails, how the Service Desk and the Accounts directory treat customers, and how Ascend tiers, SLA clocks, admin hours and portal rules work.

Practice questions

This topic covers Deliver's work hierarchy, sprints, notifications and reviewed draft imports, Ledger's double-entry rules, closed months, bank imports and daily alignment, and the habits that keep records consistent across modules.

Practice questions

This topic covers Sol's four skills and individual grants, what each skill can and cannot do, how AI Core is licensed, how Sol's guide finds settings, and the human review that surrounds AI output.

Practice questions

This topic covers least privilege and access, how to respond to common error codes and sign-in problems, and the rules for login methods, email links, vendor authority and record id visibility.

Practice questions