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Users: Services Package

Self-Guided Enablement Checklist
Interactive Group Learning Agenda
Platform Expert Consulting
Available Integrations
Top Integration Automation Features

📖 Kaseya 365 User: Self-Guided Enablement Checklist

To help you get started with Kaseya 365 User, we've prepared a self-guided checklist for each product component. Here's an overview of the tasks:

Product	Tasks
SaaS Alerts	Registering for Tenant Access Setup Role Based Access Connect Organizations to M365 Edit Account Settings Billing License Counts Alert Priority Customization	Connect MSP Tools Mapping Org to OrgAccess Map Devices Configure Unify (Where Applicable) Configure Fortify Connect to Respond
Graphus	Navigating User Interface Configuring MSP Administration Page Adding and Activating Organizations Configuring Organization Settings	Configuring Integrations Adding Users to Graphus Exploring the Groups Page
BullPhish ID	Exploring the BullPhish ID Dashboard Exploring the Organizations Page Adding an SMB Organization Configuring Email Deliver ability Exploring the Targets Page Adding Targets Adding Targets to Groups Reviewing the Directories Page Creating a Phishing Campaign Navigating the Phishing Dashboard	Creating a Phishing Kit Creating a Training Campaign Navigating the Training & Awareness Dashboard Configuring Email Reminders Exploring the Training Courses Page Customizing Your Training Portal Generating Reports Exploring the Settings Module
Spanning	Profile Settings Organization Settings Sidebar Overview of Dashboard Organization Summary Integrations New Users Recent Activity	Live Data Search Help Drop Down Spanning Tenant Overview Provisioning Licenses Update number of licenses SharePoint Review Teams Review
SaaS Protect	Setup Notifications Setup Notifications in Google Enable SSO Confirm Amount of Licenses	Additional User Login Getting Started with SaaS Protection Manage & Restore
Dark Web ID	Profile Settings Organization Settings Sidebar Overview of Dashboard Organization Summary	Integrations New Users Recent Activity Live Data Search Help Drop Down

📖 Kaseya 365 User: Interactive Group Learning Agenda

Sessions	Product	Topics
QuickStart
Session 1	Darkweb ID	Key Module and Features Walk-through Bullphish Integrations Add Users (Internal)	Add Organizations Add Users (Customers) Live Data Search
Session 2	SaaS Alerts	Key Module and Features Walk-through Add Users Add Organizations	Connect to Microsoft/Google Alerts Reports
Session 3	Graphus	Key Module and Features Walk-though Drop a Phish & SaaS Protection Integrations Setup New Organization Azure/G-Suite Permissions	Activation Settings Page in Portal Add Users Email Investigation in Portal
Session 4	Spanning + SaaS Protection	Key Module and Features Walkthrough Organization Settings Spanning tenant overview	Integrations New Users Dashboards & Reporting
Session 5	Bullphish ID	Key Module and Features Walk-through Customer Integration/Set Up in DWID Dashboard Whitelisting/Directory Sync	Email Group Creation Phishing Kit Library/Create Creating Phishing Campaign Reporting
PRO - Includes QuickStart AND Sessions Below
Session 6	SaaS Alerts + Graphus	SaaS Alerts - How to review reports and alerts	Graphus - How to review reports and alerts

📖 Kaseya 365 User: Platform Expert Consulting

Service Level	Expert Sessions	Focus
QuickStart	1	Dedicated K365 Expert Final implementation review Verify integration setup Ensure Security Best Practices Automation, integration and reporting optimization Address open questions/issues Customer Environment assessment Reporting analysis
PRO	3

⛓️‍💥 Available Integrations

Kaseya 365 User offers seamless integration with various components to enhance your IT management capabilities. Below is a table of available integrations:

Component	Integrates with
Spanning	Unitrends, BMS, Autotask, VSA, Dark Web ID
SaaS Protection	Datto RMM, IT Glue, Datto Partner Portal
Graphus	Autotask, BMS, Bullphish ID, RocketCyber, Datto Saas Protection, Compliance Manager, MyITprocess, IT Glue
BPID	Autotask, BMS, Compliance Manager, Graphus, Passly, IT Glue
DWID	Autotask, BMS, Passly, Spanning, RocketCyber, Compliance Manager, Network Detective, IT Glue, Dark Web ID
SaaS Alerts	RocketCyber, Datto RMM, VSA, IT Glue, Autotask, BMS

📌 Top Integration Automation Features for Kaseya 365

Kaseya 365 User offers powerful automation features through its integrations. Here are some of the top integration features:

Automation Name	Details
BullPhish ID Drop-A-Phish	Ensures 100% delivery of phishing simulation
Dark Web Credential Monitoring in SaaS Backup for Microsoft	Ensures all backed up domains are being monitored and status is shown in SaaS Backup
Dark Web Credential Monitoring in SaaS Backup for Google Workspace	Ensures all backed up domains are being monitored and status is shown in SaaS Backup
Email Threat and Backup Dashboard	Provides visibility into gaps in Graphus deployments and technicians unified alert dashboard between email defense and email backup
SaaS Protection Dashboards in RMM	Consolidates user backup into overall IT health dashboard
RocketCyber Managed SOC for SaaS Monitoring Events	Assigns designated SaaS monitoring alerts to SOC analyst
Alert-Trigger for Integrated Service Ticketing	IT alerts trigger ticket creation and resolution in PSA
Evidence of Compliance	Automates Compliance Audit process by gathering Compliance data automatically
Automated Client Onboarding	Expedites module onboarding and ongoing maintenance

🔗 For a full list of Integration Automations, visit: www.kaseya.com/automations/

Kaseya 365 User: Services Package