This article highlights the different areas of the Account Settings and Setup Organizations area of the site.
The Account Settings page contains all the relevant information regarding your company. Here, you can view information about your subscription, establish your IT Glue or PSA integrations, assign roles (permissions), enable our API, and define the default title for your Alignment Report.
To view/edit information about your company, complete the following steps:
- Click the account menu (your avatar) and select Account settings.
- You'll see several tabs.
- By default, you'll be brought to the General tab where you can add your company logo, change your company name, and view billing details about your subscription.
- Click the Add logo button to have your logo appear on your reports unless you upload client logos. Refer to Adding Company Logo and Clients.
- You can select a default currency that will be reflected on Strategic Roadmap and all your reports. The date format, time zone apply to some areas of the site. You can also set a default name for your alignment report for all clients.
- The Integrations tab is where you can connect a PSA tool.
- Refer to Autotask Integrator Setup, ConnectWise Integrator Setup or BMS Integration Setup if you want to integrate with PSA.
- For IT Glue configuration instructions, refer to IT Glue Integration Setup and IT Glue: Features and Usage.
- To sync organization's Plan of Action & Milestones, refer to Compliance Manager GRC Integration.
- Setup Network Detective Pro Integration to view Risk and Data Breach metrics.
- The Permissions tab is where you'll see our default role and new ones specific to your company can be added. See here for more.
- API Keys allows you to create custom reports using our REST API.
- The Notifications tab allows you to specify admin resources that can receive notifications for reviews as well as set defaults.
- Assign ownership: When an assigned resource to a review is changed to a different resource they will receive an email. Select additional resources that will be alerted if resources are changed.
- Assign reviews: Any time a new review is created, specify which user will receive an alert.
- KaseyaOne is where you can enable/disable Complete Single Sign-on and two-step verification as well as manage User provisioning settings.
- By default, you'll be brought to the General tab where you can add your company logo, change your company name, and view billing details about your subscription.
While you establish your integrations on the Account Settings page, on the Setup Organizations page you can add and map organizations created in all modules available.
Simply click the Create an organization button and the row will shift down. Note, this will also be available when visiting the Organizations menu.
To import IT Glue organizations and have them created as mapped clients inside of myITprocess, click the Add from IT Glue button. The pop-up message informs you of how many available organizations you can import based on your available clients inside of myITprocess.
Click the drop-down menu and begin selecting organizations and then click the Import button. Clients will be created and automatically mapped by name.
Note: You can have only 1:1 Organization mapping, meaning you cannot link the same organization from external modules to different myITpocess organizations.
To see more modules available, scroll this table to the right. First column is fixed for your convenience.