Getting started with Kaseya 365 Endpoint

SECURITY  Master role in KaseyaOne

Note: If you are the subscription's implementation contact and were already using KaseyaOne without the Master role, you will be able to view the Kaseya 365 Setup Guide but will need the Master role to enable Unified Login for your Kaseya 365 Endpoint modules. Request a Master role account from your KaseyaOne administrator.

SECURITY  User accounts with the highest permission level (Master, Superuser, Administrator, or Global Administrator) for each of your modules in the Kaseya 365 subscription. If you need an account with a higher permission level, contact your module's administrator.

NAVIGATION  KaseyaOne left navigation menu > Kaseya 365 Setup Guide

Your Kaseya 365 Endpoint subscription includes several welcome emails that are sent to the subscription's implementation contact. See the following table for details about each welcome email, including when it is received, an example of the email message, and next steps.

NOTE  There are three Welcome to Kaseya 365 emails that walk you through getting started with your subscription: Step 1: Welcome, Step 2: Project Kickoff, and Step 3: Activation.

The Kaseya 365 Setup Guide page in KaseyaOne provides customized onboarding steps for each new Kaseya 365 subscription purchased for your KaseyaOne account. Click Kaseya 365 Endpoint to view the steps you will follow to set up your subscription.

Start by familiarizing yourself with your subscription by reviewing the included modules, shown in Step 1:

Your subscription includes a group of modules that power your Kaseya 365 components. These modules may have been newly provisioned for this subscription, may be existing modules that you have already been using, or a mix of both.

In this step, you will activate your new modules and log in to existing modules.

New modules

Modules that were newly provisioned for this subscription display in these sections under Step 1 on the Kaseya 365 Setup Guide page: Module(s) for you to set up and Module(s) for others to set up. Each new module must be set up by its designated implementation contact.

The Module(s) for you to set up section contains each new module that you need to set up, along with the username and company name you must enter to perform the activation. Activate each module displayed in this section, as described in the To activate a new module procedure below.

The Module(s) for others to set up section contains each new module that others need to set up. To get these modules set up, reach out to the designated implementation contacts using the emails that display for each module.

To activate a new module

1. In the Module(s) for you to set up section of the Kaseya 365 Setup Guide page, locate the module and click its Activate link. The module's Login page displays.

IMPORTANT  If you are activating Endpoint Backup, do not click the Activate link. Instead, follow the instructions in this Endpoint Backup v2 article: Endpoint Backup v2 first time deployment.

NOTES  Your activation link may not work in these cases:

●   Activation link has expired: The activation link expires within seven days of receiving the Welcome to Kaseya 365 activation email. (This email is received by the subscription's implementation contact).

●   Module has been activated: The activation link is designed to activate the module only. Once the module has been activated you can access the module through KaseyaOne Unified Login or directly by browsing to the URL displayed on your Kaseya 365 Setup Guide page.

●   Other activation issues: In rare cases, the Activate link fails to connect to the module. If you experience this, Support can quickly resolve the issue. Create a new support request through the Kaseya Helpdesk or by emailing support@kaseya.com.

2. On the module's Login page, enter the Username and Company Name that display for this module in the Module(s) for you to set up section, then follow the instructions for the page that you see when you log in.
   

Existing modules

The Log in to your existing modules section of the Kaseya 365 Setup Guide page contains any modules that your company was already using (before purchasing this subscription). Simply click Log in and log in as you normally would.

NOTE  If needed, contact your module's administrator to request access to a module. You will need an account with the highest permission level (Master, Superuser, Administrator, or Global Administrator).

In this step, you will configure KaseyaOne Unified Login for each module in your subscription. This connects your modules to KaseyaOne, so you can easily access these modules through the KaseyaOne portal. The benefits of using Unified Login include the following:

• Users need only remember one username and password.
• The process is streamlined and there is no need to re-enter passwords.
• Users can access their modules much faster, saving valuable time.
• Management costs are reduced since you have fewer user accounts and are likely to see fewer calls about forgotten passwords.
• Security is improved by mitigating the use of multiple and unauthorized accounts, and by restricting access using IP Access Control.

Step 2 shows each module and its KaseyaOne Unified Login status:

• Enabled indicates that Unified Login has already been configured. No further action is needed.
• Disabled indicates that Unified Login has not been configured.

See the table below for links to instructions on how to enable Unified Login for each of your modules. Upon clicking a link, the Enable Log In with KaseyaOne article opens in a separate tab. Simply return to this tab to continue to the next procedure.

In this step you will complete the product onboarding for each module in your subscription.

Each module has in-product walkthroughs to support your self-guided onboarding. The onboarding tour launches automatically when you access the module for the first time— or access step-by-step onboarding any time from the Tasks tab of your onboarding menu. The Tasks tab is available through the help icon or the graduation cap icon, depending on the module:

Complete the product onboarding for each module in your subscription by launching the onboarding tour and working through each task.

Go to Configuring Kaseya 365 Endpoint automations to set up automations for your subscription.

See these resources to get the most out of your subscription:

• Explore automations to learn about additional integrations for your subscription

• Learn more about Kaseya 365:

• Explore Kaseya University: Kaseya University home page and Kaseya University article
• Explore Professional Services: Professional Services page and Kaseya Professional Services article
• Register for Kaseya Elevate Live Learning Series webinars: Register now

• Dive into the product documentation for your modules:

• Datto EDR
• Datto Endpoint Backup v1
• Datto Endpoint Backup v2
• Datto RMM
• VSA 10
• VSA 9