BMS Admin | Default data types included in a new tenant – Kaseya

Introduction

The following is a list and brief descriptions of default data types included when a new BMS tenant is onboarded. The list is broadly classified according to the modules in BMS.

Modulewise Data Types

Admin

Email Templates

Path: Admin > Business Process > Email Templates

Name	Module	Active
Ticket Created Notify Client	Service Desk	Yes
Ticket Created Notify Resources	Service Desk	Yes
Notify Client when response is Needed	Service Desk	Yes
Notify Client Ticket Closed	Service Desk	Yes
Notify Client When Ticket Note Is Created	Service Desk	Yes

Workflows

Path: Admin > Business Processes > Workflows

Name	Description	Active
Ticket Created Notify Client	When a new ticket is Created Notify Client Contact	No
Ticket Created Notify Resources	When a new ticket is Created Notify Assigned Resource	No
Notify Client when response is Needed	When ticket is updated to Waiting for Customer status, notify the Client Contact	No
Notify Client Ticket Closed	When a new ticket is closed Notify Client Contact	No
Notify Client When new Note is Added	When a new note is added to the Ticket by the employee notify the Client Contact	No
Unknown Ticket Created		Yes
Unknown Ticket Created Assigned To Account		Yes

The last two workflows are enabled by default. For more information, refer Getting Started with Workflows.

Opportunity Statuses

Path: Admin > CRM > Opportunity Status

Name	Base Status	Probability	Active	In Pipeline
Won	Won	100%	Yes	No
Recommendation	Open	0%	Yes	Yes
Open	Open	0%	Yes	Yes
No Decision	Open	0%	Yes	Yes
Lost	Lost	0%	Yes	No

CRM Account Types

Path: Admin > CRM > CRM Account Types

Name	Active	Client	Vendor
Vendor	Yes	Yes	Yes
Unknown	Yes	No	No
Prospect	Yes	No	No
Partner	Yes	Yes	No
Miscellaneous	Yes	No	No
Former Client	Yes	Yes	No
Competitor	Yes	No	No
Client	Yes	Yes	No

Security Roles

Path: Admin > Security > Roles

Name	Active	System Role	External
External User	Yes	Yes	Yes
External Manager	Yes	Yes	Yes
User	Yes	Yes	No
Finance Manager	Yes	Yes	No
CRM Manager	Yes	Yes	No
Project Manager	Yes	Yes	No
Service Desk Manager	Yes	Yes	No
Administrator	Yes	Yes	No

Finance Roles

Path: Admin > Finance > Roles

Name	Description	Billing Rate	Active
Administration	Day to day admin tasks	0$	Yes

Finance Worktypes

Path: Admin > Finance > Worktype

Name	Billable	Active	Default
Labor Hours	Yes	Yes	Yes
Non-billable labor hours	No	Yes	No

Service Desk Ticket Type

Path: Admin > Service Desk > Ticket Type

Name	Active
Incident	Yes
Service Request	Yes
Problem	Yes
Change Request	Yes

Service Desk Queues

Path: Admin > Service Desk > Queue

Name	Active
Level One Support	Yes
Level Two Support	Yes
Level Three Support	Yes
Level Four Support	Yes
Unknown Ticket	Yes

Service Desk Priorities

Path: Admin > Service Desk > Priorities

Name
Very Low
Very High
Medium
Low
High

Service Desk Ticket Statuses

Path: Admin > Service Desk > Ticket Status

Name	SLA Event	Status Order	System Status	Active
New		0	Yes	Yes
Waiting for Customer	Waiting for Customer	1	Yes	Yes
In progress	First Response	2	No	Yes
Escalated	First Response	3	No	Yes
Assigned	First Response	4	No	Yes
Completed	Resolved	5	Yes	Yes

HR

Departments

Path: HR > Department or Admin > HR > Department

Name
Administration
Client Services
Finance
Marketing
Project Management

Job Titles

Path: HR > Job Title or Admin > HR > Job Title

Name	Active
Sales Manager	Yes
Project Lead	Yes
Project Manager	Yes
Finance Manager	Yes
Chief Executive Officer	Yes
Administrator	Yes

BMS Admin | Default data types included in a new tenant

Admin

HR

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