My Kaseya 365 Ops journey:
I'm already using Autotask

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  The maximum number of Kaseya 365 Ops licenses is equal to the number of Autotask licenses that were purchased for your account. To purchase additional licenses, go to the Kaseya 365 Subscription tab on the KaseyaOne Subscriptions page. Do not add licenses through Autotask or your other 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.

Start by reviewing your Autotask environment to ensure that it aligns with best practices for your business and fix any existing issues.

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.

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: Autotask, 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:

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: