Kaseya 365 Ops: Getting started with IT Glue

SECURITY  Administrator for Kaseya 365 or Administrator or Manager for standalone IT Glue customers

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.

This article describes how to access your IT Glue instance for the first time and get started setting up your account. You will want to fully set up IT Glue before introducing it to the rest of your company.

Logging in the first time

If you have just purchased Kaseya 365 Ops and you are the administrator setting up the system, you will be entering IT Glue for the first time from the Kaseya 365 Setup Guide page after you click Activate for IT Glue:

IMPORTANT  Before you click Activate, make note of your login details.

Take the following steps to Activate your IT Glue module for Kaseya 365:

1. On the KaseyaOne Kaseya 365 Setup Guide tab, go to Step 2 and find IT Glue under New Modules.

2. Click Activate. The Create your IT Glue account window opens:
   
   

3. Enter your name and set a password. Click Create My Account. The Help keep your account protected window opens:
   

4. Scan the bar code with an authenticator application on your phone to configure Multi-Factor Authentication (MFA) to keep your account secure.

5. Enter the code shown in your authenticator application in the Verify MFA Code field.

6. Click Save.
   The Edit Profile page in IT Glue opens, directing you to set you Time zone and Theme Options:
   
   

7. Select your Time zone and Theme Option and click Save.

Next steps: Configuring KaseyaOne Unified Login

Configuring KaseyaOne Unified Login

KaseyaOne Unified Login connects your Kaseya modules with KaseyaOne so that you can log in once - to KaseyaOne - and access all your Kaseya modules.

NOTE  The first task in your self-paced onboarding is setting up Unified Login. Follow the steps in the IT Glue walk-through to quickly configure this setting. You can also follow the steps outlined below.

Complete self-paced onboarding

Self-paced onboarding launches automatically the first time you log in to your new IT Glue instance as an Administrator. You can also access it anytime from the WalkMe menu. Click the graduation cap icon to open the menu:

NOTE  There is also a self-paced onboarding that launches for technicians.

Required configurations prior to your consulting sessions

The self-paced onboarding walks you through IT Glue and also requires certain configurations that should be made prior to your first consulting session. As supplementary material, the following table lists the required configurations and links to the related knowledge base articles:

Configuration Task	Knowledge base article
Understand general and embedded passwords	Choosing between general and embedded passwords
Create a personal password	Personal Passwords
Enable the vault	The Vault
Create One-Time Passwords (OTPs)	Generating One-Time Passwords (OTP)

Understanding your integrations and automations

Integrations

IT Glue integrates with other Kaseya modules, including the following Kaseya 365 Ops modules:

• BMS
• Autotask
• myITprocess

NOTE  Integrations between IT Glue and your other Kaseya 365 Ops modules will be configured for you in a session with an implementation consultant from Kaseya.

Benefits

These integrations unlock automations that boost efficiency and reduce rework, including

• the ability to sync data between modules,
• the option to surface IT Glue documents, passwords, and flexible assets in PSA tickets,
• the option to import IT Glue checklists into PSA tickets,
• contextual IT Glue documentation in module data, and more.

Next steps

Review the Six steps to a successful setup to continue on with your setup and get one step closer to documenting!

The IT Glue Deployment Guide is also available with complete steps, best practices, and use cases.