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Documentation/Administration/user-roles.md

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- [Adding Users](/Documentation/HowToGuides/add-users.md) - Learn how to add and manage users
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- [Tenant Management](/Documentation/Administration/tenant-management.md) - Configure tenant access and settings
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- [Security Best Practices](/Documentation/Troubleshooting/security-software.md) - Enhance overall system security
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- [Security Best Practices](/Documentation/Troubleshooting/security-software-exclusions.md) - Enhance overall system security
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Documentation/GettingStarted/instance-onboarding.md

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### Configure Security Platforms
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You will need to make some changes to your security platform in order for ImmyBot to work correctly without your antivirus, XDR, Zero Trust platforms etc, killing the processes we start.
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Please see our [security requirements](/Documentation/Troubleshooting/security-software) for detailed information on the changes you need to make.
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Please see our [security requirements](/Documentation/Troubleshooting/security-software-exclusions) for detailed information on the changes you need to make.
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## PSA Integration Setup
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Setting up your PSA integration allows ImmyBot to sync and utilize

Documentation/HowToGuides/Tasks/ConfigureDirectory.md

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<br><br><br>
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>[!NOTE] Document information
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>Author:
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>Author: Mark Gomez and Brandon Ritchey
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<br>
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>Date Published:
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>Date Published: 11/14/2025
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><br>
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>Date Revised:
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>Date Revised: N/A
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><br>
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>Version Number:
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>Version Number: 1.0
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Documentation/HowToGuides/Tasks/DirectoryMigration.md

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<br><br><br>
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>[!NOTE] Document information
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>Author:
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>Author: Mark Gomez and Brandon Ritchey
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<br>
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>Date Published:
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>Date Published: 11/14/2025
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><br>
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>Date Revised:
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>Date Revised: N/A
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><br>
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>Version Number:
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>Version Number: 1.0

Documentation/Troubleshooting/common-issues.md

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4. **Check for Security Software Interference**
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- Temporarily disable security software
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- See if the agent connects
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- If it does, configure exclusions (see [Security Software Configuration](/Documentation/Troubleshooting/security-software.md))
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- If it does, configure exclusions (see [Security Software Configuration](/Documentation/Troubleshooting/security-software-exclusions.md))
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### Agent Identification Failures
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- [Contact Support](https://www.immy.bot/support/) for additional assistance
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- Check the [Community Forums](https://community.immy.bot) for similar issues
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- Review the [Agent Troubleshooting](/Documentation/Troubleshooting/troubleshooting.md) guide for more detailed agent troubleshooting
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- See [Security Software Configuration](/Documentation/Troubleshooting/security-software.md) for security software-specific issues
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- See [Security Software Configuration](/Documentation/Troubleshooting/security-software-exclusions.md) for security software-specific issues
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