My Kaseya 365 Ops journey:
I'm a new BMS or Vorex customer

NAVIGATION  KaseyaOne left navigation menu > Kaseya 365 Setup Guide

SECURITY  Master role in KaseyaOne

Note: If you are the 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 Ops 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 module in the Kaseya 365 subscription. If you need an account with a higher permission level, contact your module's administrator.

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

Where do I start?

You can get started right away— even if you have not met with your Kaseya project manager or implementation consultant yet.

Within 48 hours of your subscription's start date, you will receive a Welcome to Kaseya 365 activation email. You can start onboarding your new modules as soon as you receive this email. It contains a link to the KaseyaOne portal— the central hub where you manage your subscriptions and access all of your Kaseya 365 modules. (See Welcome to Kaseya 365 emails below for a description of each welcome email.)

Upon accessing KaseyaOne from your Welcome to Kaseya 365 activation email, you are directed to the Kaseya 365 Setup Guide page. This page provides the following:

  • An overview of the steps you will take to start protecting your environment with your new subscription, along with links to additional information.

  • Descriptions of the modules in your subscription, along with links to activate and login to these modules.

IMPORTANT   For new modules, the Activate links on the Kaseya 365 Setup Guide page expire within 7 days of receiving your Welcome to Kaseya 365 activation email. Be sure to activate your modules before the links expire.

To start setting up your modules, continue to Onboarding your modules.

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.

Your activation email contains one of the following buttons, which you will use to access KaseyaOne:

  • The Activate your account button displays if you have not yet set up your KaseyaOne account.
  • The Log in to KaseyaOne button displays if you have already set up your KaseyaOne account.

Sample emails:

Do one of the following to access KaseyaOne:

  • Click the Activate your account button in your Activation email. Work your way through the activate account flow to set your KaseyaOne password and configure two-factor authentication. You are logged in to KaseyaOne.
  • Click the Log in to KaseyaOne button in your Activation email. You are logged in to KaseyaOne.

Once you've logged in to KaseyaOne, click Continue to Kaseya 365 Setup Guide to proceed to the Kaseya 365 Setup Guide page.

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.

See the following table for details about each Welcome to Kaseya 365 email, including when it is received, an example of the email message, and next steps.

Email Subject Description Next Steps
Welcome to Kaseya 365 emails Step 1: Welcome
  • 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 the Professional Services Dashboard.

Sample email:

  • Review the materials in the Getting ready for your new subscriptions section.
  • Reach out to your project manager with any questions.
  • Look for these additional welcome emails: Project Kickoff (arriving a few days after receiving this welcome email) and Activation (arriving within 48 hours of your subscription's start date).
Step 2: Project Kickoff
  • Received by the implementation contact a few days after receiving the Step 1: Welcome email.
  • Provides a link used to schedule your project kickoff call and describes what will be covered in this meeting.

Sample email:

  • Click the link to schedule your project kickoff.
  • Review the description of what will be covered in the call.
  • Look for the Step 3: Activation email (arriving within 48 hours of your subscription's start date).
Step 3: Activation
  • 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 the Activate your account or Log in to KaseyaOne button in your Activation email:
    • For Activate your account, work your way through the activate account flow to set your KaseyaOne password and configure two-factor authentication. You are logged in to KaseyaOne.
    • For Log in to KaseyaOne, you are logged in to KaseyaOne.
  • Click Continue to Kaseya 365 Setup Guide to proceed to the Kaseya 365 Setup Guide page.
  • Start working through the setup guide steps for your subscription. Refer to the remainder of this article for supplemental information.

If you cannot access the Kaseya 365 Setup Guide or the page has no steps, proceed as described here:

●   If you do not have access to the Kaseya 365 Setup Guide page, you can still perform all setup steps. See Kaseya 365 Ops: Onboarding without the Setup Guide page for details.

●   If you see this message on the Kaseya 365 Setup Guide page, you cannot activate the new modules in your subscription: It looks like you're not set up as the Implementation contact.... The implementation contact specified in this message must activate the modules. You can then perform the remaining onboarding tasks (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. For details, see Kaseya 365 Ops: Onboarding without the Setup Guide page.

Onboarding your modules

To onboard your modules, you will need access to your Kaseya 365 Setup Guide and the information in this article. We recommend opening each in a separate browser tab before you start.

Your subscription includes these modules: BMS or Vorex, Kaseya Quote Manager, IT Glue, ConnectBooster, and myITprocess. For a description of each module, see About Kaseya 365 Ops.

To set up your subscription, you will perform these tasks for each new module:

  • Activate the module and enable KaseyaOne Unified Login.

NOTE   KaseyaOne Unified Login is enabled for Kaseya Quote Manager by default.

  • Complete the module's onboarding tour to configure core functionality.

For your existing modules, ensure that:

  • KaseyaOne Unified Login has been enabled. To check your modules, look at Step 2 in your Kaseya 365 Setup Guide.

  • All tasks in the module's onboarding tour are marked as complete. To check this, log into the module and launch the tour by clicking the help icon or the graduation cap icon. View the Tasks tab and finish any incomplete tasks.

Use these steps to onboard each module in your subscription:

This procedure applies to Step 1 and Step 2 in your Kaseya 365 Setup Guide.

Use this procedure to activate the module and enable Unified Login:

  1. Go to your subscription's Kaseya 365 Setup Guide page in KaseyaOne. In the New Modules section of Step 1, locate the module and click its Activate link.

  2. 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.

  1. Do the following to log in to the module:

  • Enter the Username and Company Name that display for this module in the New modules section of the Kaseya 365 Setup Guide page.

  • Follow the instructions for the page that you see when you log in.

  1. You are logged in to the module and the onboarding tour displays. Click to start the tour.

NOTE  For ConnectBooster, the onboarding tour is not accessible until after the first session with your implementation consultant.

  1. Enable Unified Login as shown in the onboarding tour.

    NOTE  Unified Login may already be enabled for existing modules. To check, look at Step 2 in your Kaseya 365 Setup Guide:

For additional information, see the applicable procedure in the following table. Upon clicking the link for your module, the Enable Log In with KaseyaOne article displays in a separate browser tab. After enabling Unified Login, simply return to this tab to continue onboarding the module.

Module Enable Log In with KaseyaOne procedure
BMS or Vorex Enable Log In with KaseyaOne for BMS/Vorex
Kaseya Quote Manager Enable Log In with KaseyaOne for Kaseya Quote Manager
IT Glue Enable Log In with KaseyaOne for IT Glue, My Glue, Network Glue
ConnectBooster Enable Log In with KaseyaOne for ConnectBooster
myITprocess Enable Log In with KaseyaOne for myITprocess

This section applies to Step 3 in your Kaseya 365 Setup Guide.

Each module in your subscription has in-product walkthoughs to support your self-guided onboarding. Complete the product onboarding by launching the onboarding tour and working through each task.

NOTE  For ConnectBooster, the onboarding tour is not accessible until after the first session with your implementation consultant.

Launch the tour by clicking the help icon or the graduation cap icon, as shown here:

On the Tasks tab, click a task to start the tour. The Tasks tab tracks your progress. Simply return to this tab to pick up where you left off.

See your module's Getting Started article in the following table for supplemental information as your work through the onboarding tour. Upon clicking a link, the module's Getting Started article displays in a separate browser tab. After you've completed the onboarding tour, simply return to this tab to continue.

Module Getting Started Article
BMS or Vorex Kaseya 365 Ops: Getting Started with BMS/Vorex
ConnectBooster Kaseya 365 Ops: Getting Started with ConnectBooster
IT Glue Kaseya 365 Ops: Getting Started with IT Glue
Kaseya Quote Manager Kaseya 365 Ops: Getting Started with Kaseya Quote Manager
myITprocess Kaseya 365 Ops: Getting Started with myITprocess

Once you've onboarded your modules, your Kaseya 365 Ops subscription is up and running!

To get the most out of your subscription, you will work with your implementation consultant to set up integrations and automations. Be sure you've reviewed your BMS/Vorex and IT Glue environments and fixed any existing issues before integrating your modules.

IMPORTANT  Do not attempt to set up integrations yourself. Your implementation consultant will work with you to ensure that data is synced properly between modules.

Once integrations are configured, various data is automatically synced between your modules. It is very important to understand how data is synced as you administer Kaseya 365 Ops. Be sure to review this article and direct any questions to your implementation consultant: Best practices for integrating Kaseya 365 modules.

In follow-up sessions with your implementation consultant, you will focus on optimizing your subscription. Tasks and information covered in these sessions varies by your business needs and which service offering you chose when purchasing Kaseya 365 Ops:

  • If you chose to focus on implementing Kaseya best practices, sessions cover how to enable out-of-the-box features in just a few clicks, and the day to day tasks you will perform with your Kaseya 365 Ops modules.

  • If you chose to dive into more advanced features and configuration, sessions cover how to onboard a new customer— from adding a new lead and providing a quote, through contract creation and incident management, to billing and invoicing.

Next steps

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:

  • Dive into the product documentation for your modules: