Getting started with Kaseya 365
SECURITY Master or Billing role
Welcome to Kaseya 365! If you are coming to us from your welcome email, or have just purchased Kaseya 365, this article will help you get up and running with each Kaseya 365 component.
NOTE If you would simply like to learn more about Kaseya 365, refer to Kaseya 365 Overview and Kaseya 365 FAQs.
IMPORTANT If you need to add licenses to your subscription, this is done on the Kaseya 365 Subscription tab on the KaseyaOne Subscriptions page. Do not add licenses through your product portals.
Understanding your welcome email
When you purchase Kaseya 365, you will receive a Kaseya 365 welcome email. This email walks you though the steps to take to get started, provides an overview video, and links to this article.
Sender: noreply@kaseya.net
Subject: Welcome to Kaseya 365
NOTE If you don't receive the welcome email, check your spam folder. If you still don't see it, contact your Account Manager for assistance.
Accessing your new modules
Your Kaseya 365 subscription gives you access to a group of modules that power your Kaseya 365 components. When you access your new modules for the first time as the first administrator user, you will have access to self-paced onboarding that will help get you up-and-running quickly.
IMPORTANT For modules you are already using, continue to access and use them as you always have. If you don’t have a user account in your company’s Datto Partner Portal or any module instance, your Admin will need to create one for you before you can log in.
To access RocketCyber (Kaseya 365 Pro only)
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Click Complete your Trial Activation in your RocketCyber welcome email and follow the instructions for creating your account.
To access Datto EDR/AV, Endpoint Backup, and Datto RMM
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?
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Click the Log in to Access link next to the module name in your Kaseya 365 welcome email ; OR
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Go directly to Datto Partner Portal (auth.datto.com).
See the next section Accessing modules the first time through Datto Partner Portal.
Accessing modules the first time through Datto Partner Portal
The first time you log in to your Kaseya 365 modules, with the exception of RocketCyber and VSA 10, you will log in through Datto Partner Portal.
For your first log in:
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Go to auth.datto.com or click the log in link in your welcome email. The login page opens:
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Log in using your Partner Portal credentials.
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If you have one or no modules currently, you will see the Admin page when you log in:
Admin page
If you have more than one module currently, you will see the account selection page:
Account selection page
Follow the instructions that follow for the page that you see when you log in.
Datto Endpoint Backup
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Click Status > Endpoint Backup Status:
Endpoint backup opens. Your backups are managed through this Datto Partner Portal page. If this is the first time you are accessing the module, the self-guided onboarding will launch. Your onboarding tasks are also available from the help menu until you complete them.
Datto RMM and Datto EDR/AV
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Hover over your account name in the upper right-hand corner and click Switch Account:
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On the account selection page, click Continue in the Datto EDR and Datto RMM instance tiles:
IMPORTANT To access Datto AV, you will use your Datto EDR module. Configure EDR before configuring Datto AV.
Datto Endpoint Backup
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Click Continue in the Datto tile (only seen by admins):
This will bring you to the Admin page.
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Click Status > Endpoint Backup Status:
Endpoint backup opens. Your backups are managed through this Datto Partner Portal page. Self-paced onboarding will launch if this is your first time accessing the module.
Datto RMM and Datto EDR/AV
Going forward: Accessing modules through KaseyaOne
IMPORTANT After your initial login described in the preceding sections, we recommend integrating your modules with KaseyaOne to use KaseyaOne Unified Login.
Through KaseyaOne Unified Login, all your user management, module access, Kaseya University enrollment, usage analysis, and reporting can be done across your stack through KaseyaOne.
To set up Unified Login for a module, a module user with the highest permission level (usually Master or Administrator) must enable Log In with KaseyaOne for the module. Refer to Integrate modules with KaseyaOne.
For an overview of KaseyaOne features, refer to Navigate KaseyaOne.
Onboarding to your new modules
Self-guided onboarding is available for your Kaseya 365 components via this documentation, in-product tasks/videos, and through our Kaseya Ignite Live Learning Series.
Recommended onboarding integration order
Component overviews and automations
Refer to Kaseya 365 components.
Welcome shoutout
A welcome shoutout will appear the first time you log in.
NOTE If another message appears, you will need to refresh the page to see your welcome shoutout.
Anytime onboarding access
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 disappears after 90 days. To replay the self-guided onboarding, go to the Show me tab of your onboarding menu:
Onboarding resources
The following Kaseya 365 how-to videos are available in Kaseya University and within modules. To access the videos for a respective module while working in the user interface, go to the Show me tab of the onboarding menu.
Welcome to Kaseya Ignite
Login and Module Management
Users and Groups
Support, Store, and Education
Integrating Datto RMM with KaseyaOne
Integrating VSA 10 with KaseyaOne
Integrating Datto EDR with KaseyaOne
Integrating RocketCyber with KaseyaOne
Integrating Datto Endpoint Backup with KaseyaOne
Get started with Datto RMM for Kaseya 365.
Initial Setup
Sites, Groups, and Filters
Adding a Device
Managing a Device
Remote Control
Agent, Endpoint Security, and Maintenance Policy
Monitoring Policy
Software Management Policy
Windows Update Policy
Automation
Reporting
Get started with VSA 10 for Kaseya 365.
Organizations, Sites, and Groups
Installing and Managing Devices
Teams and Users
Agent and Network Discovery
Device Configuration and Monitoring Policies
Patch Management
Scopes
Automation
Reports
Get started with Datto EDR/Datto AV for Kaseya 365.
Navigation
Admin
Policies
Organizations
Analyzing Alerts
Get started with RocketCyber for Kaseya 365.
Initial Configuration
Integrations
Agent Installation and App Store
Dashboard and Incidents
Firewall Log Analyzer
Additional Features
Contacting the SOC
Get started with Datto Endpoint Backup for Kaseya 365.
Setup and Agent Installation
Backup and Restore
Datto RMM Deployment
Dashboards
Datto RMM + Datto EDR/Datto AV
Datto RMM + RocketCyber
Datto RMM + Datto Endpoint Backup
VSA 10 + Datto EDR/Datto AV
VSA 9 + Ransomware Detection
Datto EDR + Ransomware Detection
Datto EDR + RocketCyber
VSA 10 + Third-Party Patching
VSA 9 + Third-Party Patching
Datto RMM + Third-Party Patching
Courses in Kaseya University
Your Kaseya 365 subscription comes with access to courses in Kaseya University (KU) to help you learn more about Kaseya 365 and your new modules. This is available to every user (with a Kaseya 365 subscription) accessing KU from KaseyaOne.
Kaseya 365 courses available in KU:
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Kaseya 365. Kaseya Certified Technician in Kaseya 365 (available to all customers by default)
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RMM. Kaseya Certified Technician in Datto RMM
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VSA 10 Kaseya Certified Technician in VSA 10
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More coming soon!
Course assignment starts in KaseyaOne, where a KaseyaOne Master User needs to assign the KU courses to themselves and to users in their company.
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Navigate to the Admin Settings > User Management view.
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Locate the user you want to assign courses to and click Edit (the pencil icon) next to the user.
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In the Edit User window that opens, click the Kaseya University Courses drop-down control and select the available Kaseya 365 modules: Kaseya 365, Datto RMM, VSA 10, VSA 9.
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Click Save.
When a user logs in to KU, they will see all courses available for the modules to which they are assigned.
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Log in to KaseyaOne (https://one.kaseya.com/login).
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Click Kaseya University on the left navigation menu.
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From within KU, click Catalog > Technical Certification or use the search functionality.
IMPORTANT If you don’t see any of the courses listed under Catalog > Technical Certification, the KaseyaOne Master user will need to modify the user settings to add the KU courses.