Kaseya 365 Ops:
Onboarding without the Setup Guide page
SECURITY Master role in KaseyaOne
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.
The Kaseya 365 Setup Guide is convenient, but not essential, to configuring your new subscription. If you do not see the Kaseya 365 Setup Guide page and need to get started with your subscription right away, follow the steps in this article.
Prerequisites
Before you start, confirm the following:
-
You do not see the Kaseya 365 Setup Guide in KaseyaOne's left navigation menu:
-
You are using the email address that was agreed upon as the implementation contact when signing up for Kaseya 365.
-
You are a Master user in KaseyaOne.
-
You are an admin user with the highest permission level (Master, Superuser, Administrator, or Global Administrator) in all the Kaseya 365 modules.
Onboarding your 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.
NOTE Your subscription includes one PSA module (Autotask, BMS, or Vorex).
To set up your subscription, you will perform these tasks for each new module:
-
Activate the module and enable KaseyaOne Unified Login.
-
Complete the module's onboarding tour to configure core functionality.
For your existing modules, ensure that:
-
KaseyaOne Unified Login has been enabled.
-
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.
Step 1: Activate the module and enable Unified Login
Log in to each Kaseya 365 Endpoint module and enable Unified Login as described in the table below.
When logging in, use your implementation contact email address for the Username. For Password, use the reset password link to create a new password. Depending on the module, you may also need to enter your Company Name.
| Module | Login URL | Enable Unified Login procedure |
|---|---|---|
| Autotask | www.autotask.net | Enable Log In with KaseyaOne for Autotask
|
| BMS |
Use the URL for your region.
Europe, Middle East, and Africa: https://bmsemea.kaseya.com/ Asia-Pacific: https://bmsapac.kaseya.com/ All other regions: https://bms.kaseya.com/ |
Enable Log In with KaseyaOne for BMS/Vorex
|
| ConnectBooster | https://youremaildomain.connectboosterportal.com | Enable Log In with KaseyaOne for ConnectBooster |
| IT Glue |
Use the URL for your region.
Europe: https://yourcompany.eu.itglue.com Australia: https://yourcompany.au.itglue.com All other regions: https://yourcompany.itglue.com |
Enable Log In with KaseyaOne for IT Glue, My Glue, Network Glue |
| Kaseya Quote Manager | https://youremaildomain.mykaseyaquotemanager.com | Enable Log In with KaseyaOne for Kaseya Quote Manager |
| myITprocess | https://login.live.myitprocess.com/login | Enable Log In with KaseyaOne for myITprocess |
| Vorex | https://vorexlogin.com/ | Enable Log In with KaseyaOne for BMS/Vorex
|
Step 2: Complete your module's onboarding tour
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.
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 |
|---|---|
| Autotask | Kaseya 365 Ops: Getting Started with Autotask
|
| 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 |
