Stop Vishing Attacks. Verify Every User. Stay Inside HaloPSA.
MSP Process integrates directly with HaloPSA, adding a powerful security and communications layer right inside your existing workflow — no extra tabs, no extra tools.
With one native tab inside HaloPSA, your technicians can instantly verify end users before taking action, send and receive SMS messages without exposing personal phone numbers, and deliver passwords or sensitive files through brandable secure links — all while keeping a clean, auditable record on every ticket.
Whether you’re protecting against voice phishing, streamlining helpdesk communication, or tightening up your security posture for compliance, MSP Process gives your team the tools to work faster and safer.
Prevent Voice Phishing Before It Costs You a Client
Vishing (voice phishing) attacks targeting MSP helpdesks are increasing. All it takes is one convincing caller to get a password reset or access granted — and the damage can be severe. MSP Process eliminates that risk by giving your team instant, multi-method identity verification before any action is taken.
From inside your HaloPSA ticket, your technicians can verify any end user using:
- Microsoft Authenticator — push notification approval in seconds
- DUO — seamless two-factor verification
- Microsoft Teams — verify via a Teams message
- SMS — one-time code delivered to the user’s mobile
- SMS Brandable Single-Click Link — a white-labeled link the user taps to confirm identity
- Email — verification code via email
- Email Brandable Link — a branded, single-click email confirmation
- Voice Call — automated verification call for users who prefer it
Every verification attempt is automatically logged to the HaloPSA ticket, giving you a clean audit trail with zero extra effort.
Keep Your Techs Reachable — Without Giving Out Their Personal Numbers
Clients expect fast responses. But asking technicians to text users from personal phones creates privacy risks, professionalism issues, and zero visibility for your business. MSP Process solves this with fully integrated two-way SMS built into your HaloPSA tab.
- Send and receive SMS and MMS messages directly from inside the HaloPSA ticket — no switching apps
- Technician mobile app keeps your team responsive on the go, without ever sharing a personal number
- Users can send MMS photos back to your techs — enabling remote diagnosis of hardware failures or error screens, reducing unnecessary truck rolls
- Bulk SMS Opt-In forms make it easy to enroll your entire client base with minimal friction
- Bulk update SMS phone numbers in HaloPSA via Opt-In forms, keeping your contact data clean and current
Stop Emailing Passwords. Send Them Securely.
Sending temporary passwords or sensitive files over email is a compliance risk and a bad look for any security-conscious MSP. MSP Process gives you brandable secure links that expire after use — so sensitive information is delivered safely and nothing lingers in an inbox.
- Brandable secure links for temporary passwords or sensitive text — your clients see your brand, not a generic tool
- Brandable secure links for file delivery — send documents, credentials, or config files directly to a user with full access control
- Update contact phone numbers from inside the HaloPSA tab without leaving your workflow
Ready to Add a Security Layer to Your HaloPSA Workflow?
MSP Process is up and running the moment you install it — no complex setup, no new platforms to learn. Just a powerful new tab inside HaloPSA that your team will use from day one.
