MyGlue Scenario 2 - Client Internal Documentation Solution

If you'd like to know more on how to deploy MyGlue, please view the MyGlue Deployment Guide.

Scenario Purpose

Deploy a MyGlue account as a value-added solution that provides a client with a secure central repository of SOPs and How To Documents.

Scenario

Just as you rely on IT Glue as a central repository of SOPs and How To documents, help your clients leap forward efficiently, by empowering them to securely store and access their documents, knowledge and information in MyGlue. No more information silos.

In this scenario, you will set up a MyGlue account where client users can create, update, and manage their own documents, knowledge, information and even checklists.

MyGlue Deployment Steps

1. Log in to IT Glue and navigate to Account > MyGlue. Then, click + New.
   

   If you have never set up a MyGlue account before, you will see the screenshot below when you click MyGlue from the sidebar.
   

2. If this is the first MyGlue account you are setting up, you will be prompted to enter support information. If not, please skip this step.
   
   
3. In the New Account page, complete the following:
   1. Enter a name for the new MyGlue account.
   2. Choose the existing IT Glue Organizations you’d like to assign.
   3. If you want to enforce MFA for the account, check Require MFA for access to this MyGlue account. Refer to our KB article here for details on prerequisites needed for this setting.
   4. Select a global default security permission for the account. There are three options:
      1. All MyGlue users with access to the organization have access by default - Passwords created by MyGlue users will be visible to all other MyGlue users with access to the same organization. This ensures that a low-risk and widely used password is easily accessible.
      2. Only the creator has access by default - Passwords created by MyGlue users are visible only to that user. This ensures that a password is not exposed to an entire group or organization upon creation.
      3. Specific groups and/or users with access to the organization can access by default - Passwords created by MyGlue users will be automatically shared to specifically chosen MyGlue groups/users or IT Glue groups. This means that MyGlue users don’t need to remember to set those permissions each time they create a password. The password creator will still have access.
         Note: It is a pre-requisite that specific IT Glue groups should have been already created to use this option. If not, the list of IT Glue groups will not be listed under this option. You will be able to create and add MyGlue groups to the MyGlue account only after you create the MyGlue account.
   5. Click Save.
4. You will be prompted to create MyGlue Groups as MyGlue groups are required to create MyGlue users. Click OK.
   
   
5. Create a security group for this MyGlue account. Enter a name and an optional description for the group, and add all MyGlue users who should have access to the group. If you do not yet have MyGlue users in IT Glue, you can invite them on the next screen. You can also add additional organizations here.
   
6. If you want this group's MyGlue users to have access to passwords you have already created for their organization, check Grant access to unrestricted ("All IT Glue Users") IT Glue data within the allowed Organizations.
   
7. All asset types will be checked to deny access by default, uncheck Checklists and Documents. Click Save.
   
8. Uncheck the organization's contacts you do not want to invite to MyGlue, and click Next.
   
9. Set the appropriate permissions for the invited users. Our MyGlue user roles, groups, and permissions  KB article will help you decide which role to give the users. Click Save.
   

Please also see the below scenarios for other ways you can utilize MyGlue.

• MyGlue Scenario 1 - Client Password Management Solution
• MyGlue Scenario 3 - Full Documentation Access for Key Stakeholders
• MyGlue Scenario 4 - Collaboration
• MyGlue Scenario 5 - Self-Service