Getting started with Kaseya 365 Endpoint

Your Kaseya 365 Endpoint 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.

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:

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 onboarding tasks in this article (Step 2 and Step 3) if the implementation contact or the module administrator 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 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.

New modules

The New modules section of the Kaseya 365 Setup Guide page 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.

To activate a new module:

1. In the New modules section of the Kaseya 365 Setup Guide page, locate the module and click its Activate link. The module's Login page displays.

NOTE  Activation issue: 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 New modules section of the Kaseya 365 Setup Guide page, 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.

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:

NOTE  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 table below for links to supplemental information in the module's product documentation. Upon clicking a link, the article opens in a separate tab. Simply return to this tab to continue to the next article.

Go to Completing the Kaseya 365 Endpoint setup to set up integrations 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 Get Started with Kaseya University article
• Explore Professional Services: Professional Services page and Professional Services article
• Register for Kaseya Elevate Live Learning Series webinars: Register now

• Dive into the product documentation for your modules:

• Datto EDR
• Datto/Unitrends Endpoint Backup
• Datto RMM
• VSA 10
• VSA 9