Getting Started with Aerie OS

Prerequisites

• Active Aerie OS account (sign up at aerie-tech.co.uk)
• Administrator access to your systems (RMM, PSA, email, etc.)
• At least one team member to invite

Step 1: Create Your First Workspace

A workspace is a self-contained instance of Aerie OS for your MSP. You can create multiple workspaces for different business units or clients.

1. Log in to your Aerie OS account
2. Click + New Workspace in the dashboard
3. Enter your workspace name (e.g., "Acme IT Solutions")
4. Select your region (UK, EU, US)
5. Click Create Workspace

Step 2: Invite Your Team

Aerie OS supports team collaboration with role-based access control. Invite team members and assign roles.

1. Go to Settings → Team
2. Click Invite Team Members
3. Enter email addresses (comma-separated for multiple users)
4. Assign roles: Admin, Manager, Technician, or Viewer
5. Click Send Invitations

Step 3: Connect Your First Integration

Aerie OS integrates with popular RMM, PSA, and security tools. Start with your primary RMM or PSA.

1. Go to Settings → Integrations
2. Select your RMM or PSA from the list
3. Authenticate with your system's API credentials
4. Select which data to sync (devices, tickets, assets)
5. Click Connect

Step 4: Configure Your Dashboard

Customize your dashboard to show the metrics that matter most to your team.

1. Go to Dashboard
2. Click Customize Layout
3. Drag widgets to rearrange
4. Add or remove widgets as needed
5. Save your layout

Step 5: Set Up Automation Rules

Use Aerie OS automation to save time on repetitive tasks. Create rules based on device status, ticket priority, or security events.

1. Go to Automation → Rules
2. Click + New Rule
3. Set your trigger (e.g., "High CPU usage detected")
4. Define your action (e.g., "Create ticket" or "Send alert")
5. Save and enable the rule

Best Practices

• Start small: Begin with core integrations (RMM + PSA). Add more later.
• Assign roles carefully: Give users only the access they need.
• Test automations: Always test automation rules on a small group first.
• Monitor activity: Check the activity log regularly to spot issues.
• Schedule training: Plan a 1-hour team training session in week 1.

Next Steps

Now that you've set up the basics, explore:

• Feature Overview — Learn what you can do with Aerie OS
• Integration Guides — Connect all your tools
• API Reference — Build custom integrations

Need Help?

If you get stuck:

• Check the Help Center in your workspace (click the ? icon)
• Email support@aerie-tech.co.uk
• Join our community Slack for tips and best practices