Navigate KaseyaOne
When you log into KaseyaOne, you will see the following home page:
The key areas on the KaseyOne home page are:
1. Left navigation menu
The KaseyaOne home page has a persistent left navigation menu that includes the options, depending on your user role, described in the following table.
| Menu option | Description |
|---|---|
| Click to navigate directly to Kaseya Store where you can shop for IT Complete modules. | |
| View and Pay Invoices |
Click to navigate directly to Kaseya Store's Invoices page where you can review your open/paid in full invoices. NOTE Only users with a Master or Billing role will see View and Pay Invoices. |
| View Subscriptions |
Click to navigate directly to Kaseya Store's Active Subscriptions page where you can review your current subscriptions. NOTE Only users with a Master or Billing role will see View Subscriptions. |
| Payment Methods |
Click to navigate directly to Kaseya Store's Payment Methods page. NOTE Only users with a Master or Billing role will see Payment Methods. |
| Cooper Intelligence Engine | Manage your insights and review employee learning progress, by learner and by course. |
| Kaseya Support |
Create and manage the support tickets you have opened with Kaseya Helpdesk. |
| Admin Settings |
Manage your KaseyaOne users and their accounts, your Module URLs, and security settings. NOTE Only users with a Master role will see Admin Settings. |
| Cyber Insurance Fast Track |
Submit a request to participate in Kaseya's Cyber Insurance Fast Track Program. |
| RITSM-Certified Professionals | Learn about Kaseya's RITSM-Certified Professionals Connector, how to participate in RITSM certification courses, and how to submit a request to connect with a certified IT Complete professional. |
| Click to navigate directly to Kaseya University portal. Refer to Kaseya University to learn more about Kaseya University including how to access it from KaseyaOne, how courses are assigned to users, and how to track progress on assigned courses | |
| Click to navigate directly to the Kaseya Community portal where you can (register with or) sign in to the Kaseya Community. | |
| Global Partner Program |
Learn about the Kaseya+Datto Global Partner Program including the program rewards, benefits, and program tiers. NOTE Only users with a Master or Billing role will see Global Partner Program. |
| Get Kaseya Swag | Click to navigate directly to the Kaseya Brand Store where you can purchase Kaseya branded merchandise. |
2. Top navigation menu
All user roles have access to the features on the top navigation menu:
The tools available on the persistent top navigation menu are described in the following table.
| Menu option | Description |
|---|---|
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The Notifications window allows you to keep up with any updates to your tickets with a minimum of fuss. If there are unread notifications, the number in the red circle will let you know.
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Click Help on the top navigation menu to open the Help menu with access to the following:
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Click My Account to access My Settings and the Logout button. Refer to Configure your profile for more information. |
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Click App Launcher to open a list showing the Kaseya modules that belong to the IT Complete suite of products.
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3. My Account Team
The persistent My Account Team widget on the KaseyaOne home page contains the contact information (name, email address, phone number) of the Kaseya account manager assigned to your company, as well as their immediate supervisor.
Click the email address link to send an email to one of the contacts using your default email client.
Expand and collapse the widget as required.
4. My Modules
The My Modules section on the KaseyaOne home page shows the modules your Master user has enabled in KaseyaOne and that you have credentials for and access to. If you have more modules enabled than can be displayed, click Show More to expand the section as needed; click Show Less to collapse the section again.
Module status is described in the following table.
| Module status | Description | Example image |
|---|---|---|
| Unified Login is configured | The arrow icon, highlighted in this example image, indicates that Unified Login has been configured for the module. Clicking on the tile will seamlessly log you in to the application. Refer to Log In with KaseyaOne. |
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| Unified Login is not configured | The lock icon, highlighted in this example image, indicates that Unified Login has not been enabled for the module yet. If you click on the tile, you will be prompted to log in using your local credentials. |
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| Multiple tenants configured | The file icon, highlighted in this example image, indicates that you have multiple tenants under one account (for example, Spanning or Graphus). Clicking on the tile will open the Choose a Tenant dialog where you must choose which tenant you want to access. |
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| Master user | The gear icon, highlighted in this example image, is only visible to Master users. Clicking on the tile will take you to the Admin Settings > Module URLs tab where you can manage (add, customize, edit, delete) your module URLs. |
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5. Overview section
The Overview section on the KaseyaOne home page has widgets showing brief information about Subscriptions, Orders, and Support Tickets.
- Click Subscriptions to go to the Active Subscriptions page in Kaseya Store.
The Subscriptions widget will only be visible to users who have Master or Billing roles assigned. - Click Orders to go to the Purchase History page in Kaseya Store where you can review open/all orders.
- Click Tickets to go to the Kaseya Support page where you can create new and manage existing support tickets you have opened with Kaseya Helpdesk
6. Cooper Intelligence Engine section
The Cooper Intelligence Engine section on the side of the KaseyaOne home page is a more compact view of the Cooper page. Here you can interact with Cooper insights to learn more about how to get the best out of your Kaseya solutions. Refer to Cooper Intelligence Engine .
7. Global Partner Program badge
The Kaseya+Datto Global Partner Program is our way of investing in your success by providing access to the very best solutions, resources, and training. The program rewards your growth and loyalty through a tiered structure loaded with exclusive offers and perks, unparalleled support and coaching, and relevant training and events. Some major enhancements are brand new for 2023!
Only users with a Master or Billing role will see the Kaseya+Datto Global Partner Program badge on the Home page. Refer to Global Partner Program.
