Kaseya User Administration Guide R95
Kaseya User Administration Guide R95
English
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Organizations
Contents
Organizations ................................................................................................................................................ i
Scopes ........................................................................................................................................................... i
User Roles ................................................................................................................................................... iii
Machine Roles ............................................................................................................................................ iii
Users ............................................................................................................................................................ iv
Create a New Master User ......................................................................................................................... iv
Sharing User-Owned Objects ..................................................................................................................... v
VSA Logon Policies.................................................................................................................................... vi
Preferences ........................................................................................................................................ vii
Change Logon ..................................................................................................................................... ix
Logon Policy ....................................................................................................................................... ix
Logon Hours ................................................................................................................................... xviii
Logon Page ....................................................................................................................................... xix
System and User Logs ............................................................................................................................. xix
Learning More ........................................................................................................................................... xxi
Index ........................................................................................................................................................... 23
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Organizations
Typically an organization is a customer, but an organization could also be a business partner. Most
user defined objects in the VSA belong to an organization. Every managed machine, managed device
and VSA user belongs to an organization. They are optionally associated with scopes, tickets and
service desks.
Pre-Defined Organizations
Three pre-defined organizations are provided:
myOrg is the organization of the service provider using the VSA. All other organizations in the VSA
are second party organizations doing business with myOrg. The default name of myOrg, called My
Organization, should be renamed to match the service provider's company or organization
name. This name displays at the top of various reports to brand the report. Agents installed to
internally managed machines can be assigned to this organization. VSA user logons are typically
associated with staff records in the myOrg organization. myOrg cannot be assigned a parent
organization.
Kserver is the org assigned to agents installed on your Kaseya Server. This makes it easy to
apply specialized settings to the Kaseya Server, which is typically maintained differently from
other agent managed machines.
Unnamed is the default organization to assign an agent. Maintaining multiple agent install
packages in Agent > Manage Packages, one for each organization, can be time consuming.
Instead some server providers use a single agent package for the unnamed organization and
perform all installs using this package. System > Naming Policy can reassign new agents to the
correct [Link] ID automatically—the first time the agents check in—based on each
managed machine’s IP or connection gateway. Agent > Copy Settings may be used afterwards,
to manually copy specific kinds of agent settings by machine ID template to the type of machine
revealed by the initial audit.
Scopes
Scope Data Objects
There are six types of data objects that can be assigned to scopes. Each are defined outside of scopes
before being assigned to scopes.
Members - Assign users to the selected scope.
Organizations - An organization is typically a customer but not necessarily only customers. An
organization record contains certain general information, such as its name and address, number
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M a c h in e G r o u p s
D e p a r tm e n ts
S ta ff
C h ild O r g a n iz a tio n
M a c h in e G r o u p s
D e p a r tm e n ts
S ta ff
Machine Groups - Machine groups are groups of managed machines within an organization.
Machine Groups are defined using System > Orgs/Groups/Depts/Staff > Manage > Machine
Groups.
Machines - A managed machine is a computer with an agent installed on it. Each machine has to
belong to a machine group. Machines are typically created using the Agents > Manage Packages
page.
Departments - A department is a group of staff members within an organization. A staff member is
not necessarily the same as a machine user. Departments and staff members are defined using
System > Orgs/Groups/Depts/Staff > Manage > Departments.
Service Desk - A service desk processes tickets using the Service Desk module. Service desks
are defined using Service Desk > Desk Configuration > Desk Definition.
Scopes
The Scopes page defines visibility of certain types of user-defined data objects throughout the VSA. For
example, a user could see some machine groups, but not be able to see other machine groups. Once
a scope has made a data object visible to a user, the functions the user can perform on that data object
are determined by user role. Scopes enables VSA users responsible for user security to create
different scopes of data objects and assign them to different populations of users.
Note: A user logs on with both an assigned role (the functions they can perform) and an assigned scope
(the data they can see). Membership in a role and membership in a scope are independent of each other.
Scope Assignment
The parent-child relationships between data structures affect how scopes are maintained.
Implicit Assignment
Assigning any parent record to a scope implicitly assigns all child records to that same scope. For
example, assigning an organization to a scope includes the following in that same scope:
Child organizations.
Machine groups of the organization and any child organizations.
Machines of the machine groups in that organization and any child organizations.
Departments in the organization and any child organizations.
Explicit Assignment
The only way to include a top level organization in a scope is to manually add it to that scope, because
no parent record exists to include it. This is called explicit assignment. You can also explicitly assign a
lower level object in scope, but only if the lower level object is not already assigned implicitly to the
scope through its parent. For example, you could include a machine group explicitly, without adding
the machine group's parent organization. You can also explicitly include individual machines and
departments in a scope without including their parent records.
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All in Scope
The Scopes function provides an All in Scope button, when appropriate. The button displays a window
that lists all records in a particular Scope tab, regardless of whether records are assigned implicitly or
explicitly.
User Roles
User roles determine what functions a user can access.
Role Types
Kaseya licensing is purchased by role type. There are separate role types for licensing users by user
role type and licensing machines by machine role type. Each role type enables selected functions
listed in the User Roles > Access Rights tab and Machine Roles > Access Rights tab. The number of
role type licenses purchased displays in the System > License Manager > Role Type tab. Each role
type license specifies the number of named users and concurrent users allowed.
Machine Roles
Machine Roles
The Machine Roles page creates and deletes machine roles. The user access window displays when a
machine user double-clicks the agent icon in the system tray of their managed machine.
Within the Machine Roles page you can select:
Members - Assign or remove machines for a machine role.
Access Rights - Select the access rights for a machine role. Access rights determine the functions
a machine user can access.
Role Types - Assign or remove role types for a machine role. Currently there is only one machine role
type provided and no access rights are restricted.
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functions on the Portal Access page for different populations of machine users. Each machine ID
account can only belong to a single machine role.
Machine Role Types
Kaseya licensing is purchased by role type. There are separate role types for licensing users by
user role type and licensing machines by machine role type. Each role type enables selected
functions listed in the User Roles > Access Rights tab and Machine Roles > Access Rights tab.
The number of role type licenses purchased displays in the System > License Manager > Role
Type tab. Each role type license specifies the number of named users and concurrent users
allowed.
Every machine role must be assigned to a machine role type. For the initial release of Kaseya 2,
there is only one machine role type. The machine role type determines the type of
machine-based-license to apply to machines included in a machine role. For example, if you
create a machine role called StdMach and assign StdMach to the machine role type called
Basic Machine—and there are 150 machines in the StdMach machine role—then the System
> License Manager shows 150 of the total number of Basic Machine licenses used.
Users
Each user must be assigned at least one role and one scope. You can assign multiple roles and
scopes to a user, but only one role and one scope is active at any one time. The active role and scope
are selected using the Role and Scope drop-down lists in the top-right corner of the page. You can reset
the user's password, enable/disable user logons and log off users if you have access to these
functions.
Note: You must have administrator privileges on the Kaseya Server. Due to security reasons, you cannot
perform the following procedure remotely.
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2. Access the following web page:
[Link]
3. Enter a new account name in the Master User Name field.
4. Enter a password in the Enter Password field and confirm it by re-typing it in the Confirm Password
field.
5. Enter an email address in the Email Address.
6. Click Create.
You can now log on to the system using the new master user account.
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Note: Folder trees have specialized rules about how folders are shared. See Agent Procedures >
Schedule/Create > Folder Rights in online user assistance for details.
Sharing Options
Adding a user or user role to the Shared Pane allows that user to use that object. No additional
rights have to be assigned to the user or user role to use that object.
Checking any additional rights—such as Edit, Create, Delete, Rename, or Share—when you add the
user or user role, provides that user or user role with those additional rights. You have to remove
the user or user role and re-add them to make changes to their additional rights.
Share means the users or user roles can assign share rights.
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Note: Additional logon options for machine users only are set in Agent > Portal Access.
Organizations ................................................................................................................................................ i
Scopes ........................................................................................................................................................... i
User Roles ................................................................................................................................................... iii
Machine Roles ............................................................................................................................................ iii
Users ............................................................................................................................................................ iv
Create a New Master User ......................................................................................................................... iv
Sharing User-Owned Objects ..................................................................................................................... v
VSA Logon Policies.................................................................................................................................... vi
Preferences ........................................................................................................................................ vii
Change Logon ..................................................................................................................................... ix
Logon Policy ....................................................................................................................................... ix
Logon Hours ................................................................................................................................... xviii
Logon Page ....................................................................................................................................... xix
System and User Logs ............................................................................................................................. xix
Learning More ........................................................................................................................................... xxi
Index ........................................................................................................................................................... 23
In This Section
Preferences vii
Change Logon ix
Logon Policy ix
Logon Hours xviii
Logon Page xix
Preferences
System > User Settings > Preferences
The Preferences page sets system-wide preferences that apply only to the currently logged on user.
Note: Three options on this page apply to all users and only display for master role users: setting the
System Default Language Preference and the Download button for installing language packs, and Show shared and
private folder contents from all users.
Note: See VSA Logon Policies (page vi) for a summary of functions affecting user logons.
Set email address to deliver messages for this administrator to - Specifies the email address that alerts,
ticket notifications and other email messages will be sent to. After entering the email address,
click Apply to make it active. Previously set alerts retain the original email recipient addresses
specified when the alerts were set.
Set first function after logon - Select the name of the function you want to see when you first log on to
the Kaseya Server.
Use Compact Navigation - If checked, spacing is reduced between items on the navigation panel.
Changes take effect after the next logon.
Set delay before displaying detail information when hovering over information icon - An
information icon displays for each ticket row in Ticketing > View Summary and Service Desk >
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Note: Time Zone Offset applies only to time/date formatted columns or fields in the VSA user
interface. It is not applied where a date/time value appears within text based content such as a log
message or alert body.
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Change Logon
System > User Settings > Change Logon
The Change Logon page sets your VSA logon username and password. These preference options apply
only to the currently logged on user.
Note: See VSA Logon Policies (page vi) for a summary of functions affecting user logons.
Note: The Username field cannot be edited if Prevent anyone from changing their logon is checked in System
> Logon Policy.
Note: The Discovery add-on module can be used to manage VSA user logons and Portal Access logons using
domain logons ([Link]
Logon Policy
System > Server Management > Logon Policy
The Logon Policy page sets logon policies that apply to all VSA users. Logon policies prevent a brute
force break-in to the system. By limiting the successive number of bad logon attempts and disabling
rogue accounts for a set amount of time, you can prevent unauthorized access achieved by repeatedly
entering random passwords.
Note: See VSA Logon Policies (page vi) for a summary of functions affecting user logons.
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Note: To activate the account manually before the lockout time elapses, another user must enable
the account using the System > Users page.
Minutes of inactivity before a user session expires - Specify the time period of user inactivity before the
user is automatically logged out. Set the number of minutes of inactivity in the field.
Prevent anyone from changing their logon name - Prevent anyone from changing their logon name.
Do not show domain on logon page - Hide the Domain field on the logon page.
Note: If left blank, the domain checkbox still does not show on the logon page until at least one
domain logon exists. Domain logons can be added using Discovery > Domain Watch
([Link]
Do not show remember me checkbox on logon - Hide the Remember my username on this computer
checkbox on the logon page.
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2. Navigate to System > Server Management > Logon Policy page;
3. Click the Authenticate with IT Complete button. The new window with Kaseya One login page will
open;
4. Login to your Kaseya One account. Once you authenticate with Kaseya One, you can continue
with the VSA registration process;
5. Click the Register VSA with IT Complete button;
6. Log out of your VSA account – VSA user accounts can now be associated with Kaseya One
accounts.
To register on On-Premise VSA per multiple VSA servers or with multiple K1 companies, a tenant System user
must authenticate to IT Complete with a prompt to complete the Kaseya One authentication process:
1. Log in as a System user;
2. Navigate to System > Server Management > Logon Policy page;
3. Click the Authenticate with IT Complete button. The new window with Kaseya One login page will
open;
4. Login to your Kaseya One account. Once you authenticate with Kaseya One, you can continue
with the VSA registration process;
5. Click the Register VSA with IT Complete button;
6. Check the Enable Log in With IT Complete checkbox, and click the Update button;
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To register VSA user accounts with IT Complete accounts from the VSA UI:
1. Click your VSA user logon name in the upper right-hand corner of the VSA to display your User
menu;
2. Click the Enable Log In With IT Complete option.
Now your VSA account and IT Complete are associated.
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To enforce 2FA in VSA for all user within a tenant:
1. Login to VSA with the corresponding permissions.
2. Navigate to System > Server Management > Logon Policy page.
3. Enable the All administrators are required to use 2FA checkbox.
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Note: If you do not have the checkboxes to select particular users, please make sure you have the All
administrators are required to use 2FA checkbox unselected.
Now the selected user within the tenant will have to follow the 2FA process to login their VSA account.
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1. Login VSA app with the corresponding permissions.
2. Navigate to System > Server Management > Logon Policy page.
Note: Removing user's devices will not unenroll the User from 2FA. The user will have to enter a one-time
password.
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Note: The 2FA Enrollment Status for all users within a tenant will stay unchanged after clicking the Clear
all users remembered devices button.
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2. Navigate to System > Server Management > Logon Policy page.
3. Click the Remove user(s) from 2FA Enrollment button.
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Note: Users removed from the 2FA Enrollment will have to complete the 2FA enrollment process next
time they log into the VSA.
Update
Press Update to apply the settings.
Logon Hours
System > User Security > Logon Hours
The Logon Hours page determines when users can logon to the VSA by specifying the weekdays and
hours for each user role. Each day of the week can have different hours of operation set.
Note: See VSA Logon Policies (page vi) for a summary of functions affecting user logons.
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No Hours Restrictions
If checked, users can logon to the VSA at any time and day of the week. Uncheck to enable all other
settings.
Deny
Denies logon access for the entire weekday.
Apply
Click to apply changes.
Logon Page
The Logon Page tab of the Site Customization page sets the options displayed when a user logs on.
Note: See VSA Logon Policies (page vi) for a summary of functions affecting user logons.
1. Click the Edit button on the Logon Page tab. The Edit Logon Page dialog displays.
2. The following settings are all optional:
Logo for Logon Page - Browse to select a custom logon on your local machine or network.
Click the Use Default button to reset back to the default.
Note: Your logo should be no larger than the recommended size.
Title - Enter title text for this environment. The title displays just beneath the logo on the logon
page. Click the Use Default button to reset back to the default.
Background Image - Enter the path to a custom webpage. The path must be relative to the
Webpages directory, or relative to the Webpages\Access directory, or a fully-formed URL.
Click the Use Default button to reset back to the default.
Standard information:
Display Forgot Password on logon page - If checked, a Forgot Password? hyperlink displays
on the logon page. Clicking the Forgot Password? link on the logon page—if activated
using the System > Site Customization > Logon Page tab—emails you a link where
you can change your password. To change your password, you must have already
filled out a Security Question and Security Answer using System > Change Logon (page
ix).
Display System Status on logon page - If checked, the system status displays on the logon
page.
Display Customer ID on logon page - If checked, the customer ID displays on the logon
page.
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System Log - The System Log page logs events that cannot be tracked by machine ID, for a
specified time period. This log captures events not contained in any of the agent logs.
Application Logging - Controls the logging of application activity on the application server. This
function is only visible to Master role users.
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Learning More
PDFs are available to help you quickstart your implementation of Virtual System Administrator™.
They can be downloaded from the first topic in the VSA online help
([Link]
If you're new to Virtual System Administrator™ we recommend the following quickstart guides:
1. Getting Started
2. User Administration
3. Agent Configuration and Deployment
4. Live Connect, Kaseya Remote Control, Quick View, User Portal
5. Monitoring Configuration
6. Custom Reports
The following resources are also available.
Kaseya University
See Kaseya University ([Link] for training options.
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Index
Index
C
Change Logon • ix
Create a New Master User • iv
D
Domain Logon • vii
L
Learning More • xxi
Logon Hours • xviii
Logon Page • xix
Logon Policy • ix
M
Machine Roles • iii
O
Organizations • i
P
Preferences • vii
S
Scopes • i
Sharing User-Owned Objects • v
System and User Logs • xix
U
User Roles • iii
Users • iv
V
VSA Logon Policies • vi
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