Helios Administrateur

Understand the purpose and responsibilities of Field, Orbit, Signal, Desk, Deliver, Ledger, Ascend and Sol.

Guide d’étude

Navigate the Administration catalogue, the Service Desk lists (Accounts, Cases, Work Orders, Appointments, Locations) and the Desk/Deliver naming.

Guide d’étude

Understand the role union, single-role non-vendor users, the included owner and the four seat pools.

Guide d’étude

Manage accounts, locations, sites, assets, work orders and service appointments.

Guide d’étude

Run the appointment lifecycle, dispatch release, blocked time and absences, and hard constraints versus objectives.

Guide d’étude

Support the Onsite work gate, service reports and forms, offline briefcase and entitlement boundaries.

Guide d’étude

Understand the Orbit (HighLevel) mirror, work order sync, retry warnings and vendor-only reconciliation.

Guide d’étude

Interpret Open definitions, account badges and verified Company links.

Guide d’étude

Apply Ascend tiers, SLA clocks and pauses, admin hours and portal rules.

Guide d’étude

Configure the work hierarchy, sprints, notifications and reviewed draft imports.

Guide d’étude

Understand double-entry journals, closed months, bank imports and the daily alignment roles.

Guide d’étude

Maintain relationships between customer, project, service and financial records.

Guide d’étude

Understand Sol's four skills, individual grants and the read-only Finance boundary.

Guide d’étude

Manage AI Core licensing, useAiCore and the Sol product guide.

Guide d’étude

Apply access controls, review AI-generated recommendations and manage escalation paths.

Guide d’étude

Apply least privilege, role-based access and record ownership restrictions.

Guide d’étude

Resolve ACCESS_CONTROL, CSRF and RATE_LIMITED responses and sign-in issues.

Guide d’étude

Apply login methods, email-link policy, vendor authority and record-ID visibility.

Guide d’étude