Expert Led Levels

TABLE OF CONTENT

Kaseya 365
Audit & Compliance
IT Operations
MSP Enablement
Networking
RMM/Endpoint Management
Security
Unified Backup

🔗 Implementations: Introduction

💡 Our Implementation Services provide a comprehensive on boarding experience to ensure smooth implementation, module integration and rapid adoption.

📖 Kaseya 365

These services include in-product navigation tasks and videos, group sessions, and one-on-one time with a consultant to guide you through every step of the process, ensuring you get the most out of your Kaseya 365 subscription.


Core e Learning	QuickStart	PRO
Self Guided Enablement in Product on each Consultant	✓	✓
Interactive Group Sessions on each Component	5	6
Platform Expert Consulting	1	3
Self-Paced Kaseya 365 Certification	1	2
Kaseya 365 Services Details Service Levels Overview (Scopes) User Services Package Endpoint Service Package

📖 Audit & Compliance Suite

These levels are designed to help you optimize your setup and accelerate adoption of our IT assessment and reporting tools.


Core e Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walk through	✓
IT Complete Core Integrations	✓
Automated Data Collection	✓
Policies & Procedures Selection And Generation	✓
Automated Report Generation	✓
Assessment Questionnaires	✓
Standards Customization	✓
Assist in set up of internal assessment	✓
Scan Deployment Assistance	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walk through	✓
IT Complete Core Integrations	✓
Network Detective Overview	✓
Review Assessments	✓
Review set-up and configuration of Data Collectors	✓
Review Data Collection for Cloud/SQL/BDR	✓
Review set-up and configuration of Reporter	✓
Review Report generation and automation	✓
Report review	✓
Q&A	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walk through	✓
IT Complete Core Integrations	✓
Vulscan Portal Overview	✓
Site Creation	✓
Appliance set-up and installation	✓
Internal Vulnerability Scanning	✓
Dashboard review	✓
Customer deployment	✓
Dashboard review	✓
Q&A	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1	2
Self-Guided Portal Overview	✓	✓
Key Module and Features Walk through	✓	✓
IT Complete Core Integrations	✓	✓

📖 IT Operations

These levels are designed to help you optimize overall IT management, encompassing service desks, monitoring, documentation, and task automation.


Core e-Learning	QuickStart	PRO	PLATINUM
1::1 Consulting Sessions	4	8	12
Self-Guided Portal Overview	✓	✓	✓
QuickBooks Integration	✓	✓	✓
Global Organization Configuration	✓	✓	✓
Contract Management Agreement Types	✓	✓	✓
Incident Management & Automation	✓	✓	✓
Modules and Features Walk through	✓	✓	✓
IT Complete Core Integrations	✓	✓	✓
Account & Contact Management	✓	✓	✓
Dashboard(s) Configuration	✓	✓	✓
Recurring Billing & Invoicing	✓	✓	✓
Problem & Change Management	-	✓	✓
Scheduling & Resource Management	-	✓	✓
Opportunity & Quote Management	-	✓	✓
Project Management & Service Delivery	-	✓	✓
Client Portal & Live Mobile	-	✓	✓
Inventory & Stock Management	-	-	✓
Purchasing & Procurement	-	-	✓
Resource Training	-	-	✓
Advanced Reporting	-	-	✓
Data Migration *Services available for BMS & ConnectWise.	-	✓	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1	2
Self-Guided Portal Overview	✓	✓
Key Module and Features Walk through	✓	✓
IT Complete Core Integrations	✓	✓
Global Organization Configuration	✓	✓
Account & Contact Management		✓
Opportunity & Quote Management
Contract Management & Agreement Types		✓
Incident Management & Automation	✓	✓
Recurring Billing & Invoicing
Data Migration (ConnectWise, Autotask, Custom)


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1	3
Self-Guided Portal Overview	✓	✓
Key Module and Features Walk through	✓	✓
IT Complete Core Integrations	✓	✓
Navigation	✓	✓
Asset Types (Core & Flexible)	✓	✓
Flexible Asset Design Practices		✓
Relationship Mapping	✓	✓
Procedural Documentation Practices		✓
Best practices for completion of a model client	✓	✓
Building a scalable security model		✓
Workflows		✓
Exports & Run books		✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Prerequisites	✓
Use Case Review	✓
Authentication Options	✓
Group Management	✓
User Management	✓
Asset Management	✓
Help Center	✓
Browser Extension & App	✓
Training & Sales Resources	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1	2
Feature Review	✓	✓
Prerequisites	✓	✓
Required Settings	✓	✓
Active Directory Access	✓	✓
Control Panel Walk through	✓	✓
NG Collector Deployment	✓	✓
Documentation Review	✓	✓
NG Map Walk through		✓
SNNP Troubleshooting		✓
Device Matching		✓
Contact Matching		✓
AD Admin Password Rotation		✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1	2
Self-Guided Portal Overview	✓	✓
Key Module and Features Walk through	✓	✓
IT Complete Core Integrations	✓	✓
Adding Engineers & VCIOs	✓	✓
Adding Clients	✓	✓
Standards Review	✓
Alignment Review	✓
Strategic Roadmap Review	✓
Meetings & Presentations	✓
Reporting	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1	2
Self-Guided Portal Overview	✓	✓
Key Module and Features Walk through	✓	✓
IT Complete Core Integrations	✓	✓
Autotask Integration	✓	✓
Global Organization Configuration	✓	✓
Resource Management	✓	✓
Quoting Process & Templates	✓	✓
Purchasing & Procurement		✓
Autotask Sales to Service Delivery		✓
Stock and Inventory Management		✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1	3
Self-Guided Portal Overview	✓	✓
Key Module and Features Walk through	✓	✓
IT Complete Core Integrations	✓	✓

📖 MSP Enablement

These levels are designed to help you boost your MSP's sales and marketing efforts, enhance profitability, and accelerate growth in the competitive managed services industry.


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walk through	✓
ITComplete Core Integrations	✓
Automated Data Collection	✓
Policies & Procedures Selection And Generation	✓
Automated Report Generation	✓
Assessment Questionnaires	✓
Standards Customization	✓
Assist in set up of internal assessment	✓
Scan Deployment Assistance	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walk through	✓
ITComplete Core Integrations	✓
Automated Data Collection	✓
Policies & Procedures Selection And Generation	✓
Automated Report Generation	✓
Assessment Questionnaires	✓
Standards Customization	✓
Assist in set up of internal assessment	✓
Scan Deployment Assistance	✓

📖 Networking

These levels are designed to help you seamlessly integrate and manage network devices, enhance performance, and simplify network administration.


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
ITComplete Core Integrations	✓
Review portal	✓
Review configuration	✓

📖 RMM/Endpoint Management

These levels are designed to help you optimize your endpoint management strategy and streamline IT operations across diverse environments.


Core e-Learning	QuickStart	PRO	PLATINUM
1:1 Consulting Sessions	2	3	5
Self-Guided Portal Overview	✓	✓	✓
Key Module and Features Walkthrough	✓	✓	✓
ITComplete Core Integrations	✓	✓	✓
Onboarding Accelerator		✓	✓
Reporting		✓	✓
Custom Component Example Walkthrough		✓	✓
Detailed Patch Management Setup/Consulting			✓
Network Management & SNMP Monitoring			✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1	2
Self-Guided Portal Overview	✓	✓
Key Module and Features Walkthrough	✓	✓
ITComplete Core Integrations	✓	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	4	7
Self-Guided Portal Overview	✓	✓
Key Module and Features Walkthrough	✓	✓
ITComplete Core Integrations	✓	✓

📖 Security

These levels are designed to help you establish a robust, multi-layered cybersecurity defense tailored to your organization's specific requirements.


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
ITComplete Core Integrations	✓
Customer Integration/Set Up in DWID	✓
Dashboard	✓
Whitelisting/Directory Sync	✓
Email Group Creation	✓
Phishing Kit Library/Create your own Template	✓
Creating Phishing Campaign	✓
Reporting	✓
Training Library/Create your own	✓
Create Training Campaign	✓
Training Portal	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
ITComplete Core Integrations	✓
Add Users (Internal)	✓
Live Data Search	✓
Add Organizations	✓
Monitoring Page/Practices	✓
Add Users (Customers)	✓
Reporting	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1	2
Scan Schedules	✓	✓
Agent Deployment	✓	✓
EDR Policies & Detection Rules	✓	✓
Review Analyze Section & Reporting	✓	✓
Email Notifications	✓	✓
Datto RMM Integration (If applicable)	✓	✓
Alert Management (Flags & Alert Suppression)	✓	✓
Platform telemetry review		✓
RocketCyber Integration		✓
PSA Integration (BMS & Autotask PSA)		✓
EDR Agent Monitoring using Datto RMM or Kaseya VSA9		✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
IT Complete Core Integrations	✓
Setup New Organization	✓
Azure/Google suite Permissions	✓
Activation	✓
Settings Page in Portal	✓
Add Users	✓
Email Investigation in Portal	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	2
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
IT Complete Core Integrations	✓
Tenant URL	✓
Organization Settings	✓
License Manager and Seat Allocation	✓
User Creation	✓
SSO Applications	✓
Policy Manager	✓
Review 2FA Endpoints	✓
Password Vaults	✓
SSO Set up for IT complete Modules	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1	2
Self-Guided Portal Overview	✓	✓
Key Module and Features Walkthrough	✓	✓
IT Complete Core Integrations	✓	✓
Endpoint Monitoring	✓	✓
Network Monitoring	✓	✓
Cloud Monitoring	✓	✓
Incident review		✓
Incident evaluation and tuning		✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
IT Complete Core Integrations	✓
Import the VSAZ file into the VSA (the module)	✓
Create the Malwarebytes Sites in OneView (1 site per machine group recommendation)	✓
Configure rules/policies for the sites	✓
Map the Sites to the Machine Groups in the VSA Module	✓
Deploy agents to all machines	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
IT Complete Core Integrations	✓
Integrate Bitdefender with Kaseya VSA	✓
Review the deployment of Bitdefender	✓
Policy Creation and Assignment	✓
Review Settings and Walkthrough of Bitdefender	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
IT Complete Core Integrations	✓
Install Webroot module	✓
Configure Webroot Secure Anywhere Site	✓
Configure Admins for VSA	✓
Copy Default Policies and Customize	✓
Create Sites	✓
Link API (Onprem) / KeyCode (Cloud)	✓
Demonstrate how to Deploy Webroot via VSA	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
IT Complete Core Integrations	✓

📖 Unified Backup

These levels are designed to help you protect critical data across data centers, cloud environments, and SaaS platforms with customizable backup and recovery options.


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions
Self-Guided Portal Overview


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
IT Complete Core Integrations	✓
Verify registration of device	✓
Device Admin	✓
Review Configurations	✓
Verify installation of agent	✓
Review recovery options	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
IT Complete Core Integrations	✓
Automated Data Collection	✓
Policies & Procedures Selection And Generation	✓
Automated Report Generation	✓
Assessment Questionnaires	✓
Standards Customization	✓
Assist in set up of internal assessment	✓
Scan Deployment Assistance	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
IT Complete Core Integrations	✓
Verify installation of agent	✓
Verify registration of device	✓
Review Configurations	✓
Device Admin	✓
Review recovery options	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
IT Complete Core Integrations	✓
Verify registration of device	✓
Verify installation of agent	✓
Review Configurations	✓
Device Admin	✓
Review recovery options	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
IT Complete Core Integrations	✓
Verify installation of agent	✓
Review Configurations	✓
Review recovery options	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
Configure DRaaS Firewall	✓
Configure DRaaS IP(if applicable)	✓
Create DCA Job(if applicable)	✓
Create Replicas(if applicable)	✓
Provide VPN Client	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Initial Setup	✓
Adding Devices and Data	✓
Sharing Files	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	2	2
Self-Guided Portal Overview	✓	✓
Key Module and Features Walkthrough	✓	✓
IT Complete Core Integrations	✓	✓
Implement host-level backups up to 5 VMs and 1 agent-based backup	✓	✓
Implement host-level backups up to 10 VMs and 5 agent-based backup		✓
Implement SQL backups up to 5 DBs and Exchange up to 5 DBs		✓
Implement instant recovery for 1 VM and 1 physical server		✓
Implement SharePoint backup up to 1 farm		✓
Walk through reports and custom dashboards		✓
Conduct Kroll setup and restore demo for Enterprise Plus customers.		✓


Core e-Learning	QuickStart	PRO
1:1 Consulting Sessions	1
Self-Guided Portal Overview	✓
Key Module and Features Walkthrough	✓
IT Complete Core Integrations	✓
Review configuration	✓
Review recovery	✓