Getting started with Kaseya 365 Ops
Welcome to Kaseya 365 Ops— your subscription with everything needed to orchestrate, optimize, and showcase IT operations. The modules in your subscription work together to do the following:
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Orchestrate service delivery, cash flow management, quoting, and procurement.
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Optimize workflows with automated IT documentation and network discovery.
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Demonstrate value to your customers with QBR and executive reports.
Onboarding overview for Kaseya 365 Ops
As the implementation contact for your new subscription, you will onboard Kaseya 365 Ops. Your subscription includes live sessions with your Kaseya implementation consultant, who will provide guidance and answers to your questions as you onboard your subscription. This section provides a high-level overview of the onboarding process. After reviewing this section, you will Pick your own journey to access detailed procedures for your environment.
To onboard your subscription you will do the following:
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Onboard your new Kaseya 365 Ops modules.
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Attend an onboarding kick-off session with your Kaseya project manager.
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Attend a discovery session with your Kaseya implementation consultant, where you will discuss your tech stack and onboarding goals.
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Work with your Kaseya implementation consultant to set up integrations.
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Review and optimize your implementation during follow-up sessions with your Kaseya implementation consultant.
Pick your own journey
Ready to get started? The onboarding process is tailored to your needs. Are you new to Kaseya? No problem. Are you already using some of the Kaseya 365 Ops modules? We've got you covered.
Your Kaseya Professional Services Automation module (Autotask, BMS or Vorex) and documentation management module (IT Glue) are the backbone of Kaseya 365 Ops. Because these modules are tightly integrated, the process used to set up your subscription is determined by whether you are already using a Kaseya PSA with IT Glue, you are already using a Kaseya PSA without IT Glue, and which PSA you are using.
Simply pick your journey to view the custom onboarding steps for your environment:
I'm already using Autotask and IT Glue
I'm already using BMS/Vorex and IT Glue
