Configuring global account settings

NAVIGATION  My Account > Account Settings

The Account Settings page contains the settings relevant to your company and the myITprocess account.

From this page, administrators can apply settings globally to the account, view subscription information, manage all integrations, create user roles with customized permissions, generate API keys, enable notifications to administrators, and configure KaseyaOne Unified Login.

Account Settings tabs

Expand the following drop-downs for a summary of each tab and links to further instructions:

Add your company logo, change your company name, configure your global account settings, and view your subscription details.

After making any changes, click Update.

For further details, refer to Adding your company logo.

Manage all of your integration connections and settings from a single tab.

For further details, refer to the following resources:

PSA

You have the option to connect one of the following PSA tools:

IT Glue

Datto Networking

Cisco Meraki

SonicWall

RapidFire Tools

To help your team proactively manage devices nearing expiration, you can schedule automatic transitioning of the device warranty Status field. Select how many days before the device’s warranty expires that its status will change to Due Soon.

After making any changes, click Update.

For further details, refer to Device Lifecycle Management overview.

Roles define what permissions are granted to team members in the account. The following role configuration options are available in this tab:

  • To create a custom role to assign to users, click Add role.
  • To change the permissions granted to an existing role, click Edit next to that role.
  • To delete a custom role, click Edit and then Delete permission role.

Hovering over the info icon next to any role reveals the permission breakdown for that role.

The following roles are built into myITprocess and cannot be edited or deleted:

  • IT Provider Admin
  • vCIO
  • Engineer

For further details, refer to Configuring user roles and permissions.

Leverage the myITprocess API to manage and retrieve information.

For further details, refer to the following resources:

Specify team members who will receive CC email notifications when the following activities occur in the account:

  • Review Team members Changed: Enter the email address(es) of the user(s) who will receive an email notification when a resource assigned to a review, either as the engineer or vCIO, is changed to a different resource. Use commas or semicolons to separate email addresses.
  • Review Team members Assigned: Enter the email address(es) of the user(s) who will receive an email notification when a resource is assigned to a review as the engineer or vCIO. Use commas or semicolons to separate email addresses.

After making any changes, click Update.

Enable or disable KaseyaOne Unified Login features in your myITprocess account.

For further details, refer to the following resources:

To learn about the Setup Organizations page in your account settings, refer to Performing organization mapping.