Getting started with Kaseya 365

SECURITY  Master role

Welcome to Kaseya 365! After purchasing Kaseya 365, you receive a Welcome to Kaseya 365 email within 48 hours of your subscription's start date. This email contains a link to the KaseyaOne portal— the central hub where you manage your subscriptions and access all of your IT Complete modules.

Upon accessing KaseyaOne from your welcome email, you are directed to the Kaseya 365 Setup Guide page. This page contains setup guides that walk you though the steps needed to start protecting your environment with your new Kaseya 365 subscriptions.

If you've worked through the steps in your Kaseya 365 Setup Guide, go to Completing the Kaseya 365 Setup to configure integrations for your subscription.

If you're working through the steps in your Kaseya 365 Setup Guide, see these topics for supplemental information:

IMPORTANT  If you need to purchase additional licenses, go to the Kaseya 365 Subscription tab on the KaseyaOne Subscriptions page. Do not add licenses through your product portals.

Your Kaseya 365 subscription includes several welcome emails that are sent to the subscription's Implementation Contact.

The welcome emails that the Implementation Contact receives vary by which subscription was purchased and whether your organization had already been using any Kaseya 365 modules (before the subscription was purchased).

See the following table for details about each welcome email, including when it is received, an example of the email message, and next steps.

Email Subject Description Next Steps

Welcome to Kaseya
  • Received by the Implementation Contact within 24 hours after subscription purchase
  • Provides contact information for your subscription's Project Manager (part of Kaseya's Professional Services organization)
  • Includes links to documentation and your pre-implementation checklist

Sample email:

  • Complete the pre-implementation checklist
  • Reach out to your Project Manager with any questions
  • Look for additional welcome emails arriving within 48 hours of your subscription's start date

Welcome to KaseyaOne
  • Sent for new KaseyaOne instances or new KaseyaOne user accounts for existing KaseyaOne instances only. (No email is sent if the organization and Implementation Contact have already been using KaseyaOne.)
  • Received by the Implementation Contact within 48 hours before the subscription start date
  • Includes a link to a Getting Started with KaseyaOne article and an Activate Your Account button.

Sample email:

  • Review the Getting Started with KaseyaOne article
  • Click Activate Your Account and follow the instructions that display

Welcome to Kaseya 365
  • Received by the Implementation Contact within 48 hours before the subscription start date
  • Contains an Activate your account button if you have not yet set up your KaseyaOne account
  • Contains a Log in to KaseyaOne button if you have set up your KaseyaOne account

Sample emails:

  • Click Activate your account or Log in to KaseyaOne. You are logged in to KaseyaOne. Click View Kaseya 365 Setup Guide to proceed to the Kaseya 365 Setup Guide page.
  • Start working through the setup guide steps for your subscription. See Understanding your Kaseya 365 Setup Guide and the topics that follow for details.
  • You will have a kickoff meeting with your Project Manager in the next few days, where you can discuss the onboarding and raise any questions.

Welcome to Datto Partner Portal
  • Applies to all Kaseya 365 Endpoint subscriptions
  • Applies to Kaseya 365 User subscriptions with Datto SaaS Protection. (Datto Partner Portal is not used with Spanning Backup.)
  • Sent for new Datto Partner Portal instances only. (No email is sent if the organization has already been using Datto Partner Portal.)

Sample email:

You can activate your Datto Partner Portal account from your subscription's Kaseya 365 Setup Guide page by clicking Activate under Step 1 or from the welcome email by clicking Finish configuring your account.
Welcome to Dark Web ID
  • Applies to all Kaseya 365 User subscriptions
  • Received by the Implementation Contact within 48 hours before the subscription start date

Sample email:

You can activate your Dark Web ID module from your subscription's Kaseya 365 Setup Guide page by clicking Activate under Step 1 or by following the instructions in the welcome email.

NOTE  A single user login account is used to access both Dark Web ID and BullPhish ID. Once your Dark Web ID credentials are set up, you can use the same credentials to log into BullPhish ID directly. Updating the password in either module will update it for both. It is recommended to activate Dark Web ID first, then access BullPhish ID directly from the Dark Web ID UI (without clicking BullPhish ID's Activate link on the Kaseya 365 Setup Guide page) as shown here:

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

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

NOTE  If you see this message on the Kaseya 365 Setup Guide page, you cannot set up this Kaseya 365 subscription: It looks like you're not set up as the Implementation contact.... The Implementation Contact specified in this message must activate and log in to the modules in this subscription. You can then perform the remaining tasks in this Kaseya 365 Setup Guide if the Implementation Contact adds you as a user with the highest permission level (Master, Superuser, Administrator, or Global Administrator) in KaseyaOne and in each module in the Kaseya 365 subscription.

Your subscription includes a group of purpose-built 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 new modules and log in to existing modules.

NOTES   

●   When you activate or login to modules, leave each module UI open in a separate tab for easy access. You will perform subsequent onboarding steps from each module's UI.

●   The self-guided onboarding tour launches automatically the first time you log in to a module. After viewing a short video, you can dismiss the tour and access it again at any time as described in Step 3: Complete the Onboarding Tour for each module.

●   To activate a new module, you will log into the module's UI, the Datto Partner Portal, or the UniView Portal.

New modules

The New modules section contains each module that was newly provisioned for this subscription, along with the username and company name you must enter to perform the activation. You must activate each module displayed in this section.

NOTE  A single user login account is used to access both Dark Web ID and BullPhish ID. Once your Dark Web ID credentials are set up, you can use the same credentials to log into BullPhish ID directly. Updating the password in either module will update it for both. It is recommended to activate Dark Web ID first, then access BullPhish ID directly from the Dark Web ID UI (without clicking BullPhish ID's Activate link on the Kaseya 365 Setup Guide page) as shown here:

To activate a new module:

  1. Click Activate. The module's Login page displays.

NOTES   

●   Known issue: In rare cases, the Activate link fails to connect to the module. If you experience this, Support can quickly resolve the issue. Email support@kaseya.com to open a Support ticket.

●   Graphus activation issue: if the Activate link fails to connect to the Graphus module:

●   Obtain the Graphus URL and Username from Step 1 of the Kaseya 365 Setup Guide.

●   Browse to the Graphus URL.

●   On the Graphus login page, enter the Username and click Forget Password to reset the default password. Log in to activate the module.

  1. Enter the Username and Company Name that display for this module in the New modules section, then follow the instructions for the page that you see when you log in.

Existing modules

The Existing modules section 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.

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 and manage your Kaseya 365 subscriptions 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 instructions on how to enable Unified Login for each of your modules.
Module Enable Log In with KaseyaOne procedure
Datto RMM Enable Log In with KaseyaOne for Datto RMM
VSA 10 Enable Log In with KaseyaOne for VSA 10
VSA 9 Enable Log In with KaseyaOne for VSA 9
Datto EDR Enable Log In with KaseyaOne for Datto EDR
Datto Partner Portal Enable Log In with KaseyaOne for Datto Partner Portal
RocketCyber Enable Log In with KaseyaOne for RocketCyber
Graphus Enable Log In with KaseyaOne for Graphus
BullphishID Enable Log In with KaseyaOne for BullPhish ID
Dark Web ID Enable Log In with KaseyaOne for Dark Web ID
SaaS Alerts Enable Log In with KaseyaOne for SaaS Alerts
Datto SaaS Protection Enable Log In with KaseyaOne for Datto Partner Portal
UniView Portal, used to manage Spanning Backup, Enable Log In with KaseyaOne for UniView Portal

NOTE  If you are new to Spanning Backup, this integration is enabled automatically with your Kaseya 365 subscription. To view the integration in the UniView Portal, click and select the Integrations tab:

Each module in your subscription has in-product walkthoughs to support your self-guided onboarding. The onboarding tour launches automatically when you access the module for the first time.

Within any module, you can 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:

After you finish (100% complete) all your onboarding tours, the Tasks tab is removed after 90 days. To replay the self-guided onboarding, go to the Show me tab of your onboarding menu:

Complete the product onboarding for each module in your subscription by launching the onboarding tour and working through each task. See the tables below for links to supplemental information in the module's product documentation.

Kaseya 365 Endpoint

Module Documentation
One of these remote monitoring and management modules: Datto RMM, VSA 10, or VSA 9 Getting Started with Datto RMM

Getting Started with VSA 10

Getting Started with VSA 9
Datto EDR/AV/Ransomware Detection Getting Started with Datto EDR and Datto AV

IMPORTANT  Ransomware Detection is configured through Datto EDR. Do not enable Ransomware Detection in Datto RMM. For information on configuring Ransomware Detection in Datto EDR, refer to How can I set up ransomware detection?
RocketCyber (Endpoint Pro only) Getting Started with RocketCyber
Datto/Unitrends Endpoint Backup Getting Started with Endpoint Backup

Kaseya 365 User

NOTE  A single user login account is used to access these modules: Dark Web ID and BullPhish ID. Updating the password in either module updates the password used to access the other.

Module Documentation
Graphus Getting Started with Graphus
BullPhish ID Getting Started with BullPhish ID
SaaS Alerts Getting Started with SaaS Alerts
Dark Web ID Getting Started with Dark Web ID
Datto SaaS Protection Getting Started with Datto SaaS Protection
Spanning Backup (managed through UniView Portal) Getting started with UniView Portal and Spanning Backup

This step provides links to these additional resources:

You can access these resources at any time.

Go to Completing the Kaseya 365 Setup to set up integrations for your subscription.