Step 1 - Initial Tenant Settings - Setup Screen
Once you have logged in to Quickpass for the First time as the Primary Login, you should configure the initial settings via the Setup Screen.
Step 2 - Setup Technician Login Accounts
Once you have logged in to Quickpass for the first time with your primary login you can create additional login accounts for your technicians if desired. Please refer to this KB article on Login Management for step by step instructions. You can setup these accounts at any time so if this is not required at this point you can skip to Step 2.
Step 3 - Create or Import Quickpass Customers
Quickpass is a multi-tenanted system that logically separates MSP clients or customers into what we call Quickpass customers. Quickpass customers can either be manually created one by one or can be imported from IT Glue organizations.
Now that you are logged into Quickpass the first thing you need to do is either create or import customers. Which method you use is dependent on whether you are an IT Glue or Connectwise Manage customer or neither. If you are an IT Glue customer you will want to first configure the IT Glue integration which will then allow you to import your IT Glue organizations as Quickpass customers and then after match them to Connectwise companies. If you are only a Connectwise Manage customer you can import companies directly from Connectwise. Lastly, if you are not an IT Glue customer or Connectwise Manage customer you will want to create your customers directly in Quickpass.
IT Glue Customers
For IT Glue customers please refer to this KB article that covers the setup of the integration and the importing/matching of customers.
https://support.getquickpass.com/hc/en-us/articles/1500009501742-IT-Glue-Integration-Setup-Guide-New
Hudu Customers
For Hudu customers please refer to this KB article that covers the setup of the integration and the importing/matching of Customers.
https://support.getquickpass.com/hc/en-us/articles/4408662234519-Hudu-Integration-Setup-Guide
Connectwise Manage Customers
For Connectwise Manage customers please refer to this KB Article that covers the setup of the integration and the importing/matching of customers.
Datto Autotask Customers
For Datto Autotask customers please refer to this KB Article that covers the setup of the Integration and the importing/matching of customers.
https://support.getquickpass.com/hc/en-us/articles/7010184664215-Datto-Autotask-PSA-Integration-Setup-Guide
https://support.getquickpass.com/hc/en-us/articles/9074670634007-Match-Datto-Autotask-PSA-Accounts-to-Quickpass-Customers
Quickpass Password Vault Customers
If you are not an IT Glue or Hudu customer you will want to proceed by following the instructions in this KB article to create Quickpass customers.
https://support.getquickpass.com/hc/en-us/articles/360035206574-How-to-Create-New-Customer
Step 4 - Install Agent or link Office 365 Tenant
Active Directory / Local Accounts
If you are setting up a Quickpass customer that has On-Premise Active Directory on its own or a hybrid setup using AD Connect with On-Premise Active Directory and Office 365 you will need to install the agent on your customers Active Directory server. Similarly, if you have local accounts you wish to import into Quickpass. To do so follow these KB articles.
Install Agent
Office 365
If you are setting up a Quickpass customers with Office 365 you will need to follow this KB article to link a Quickpass customer with an Office 365 tenant.
Step 5 - Setup Self-Serve
Once you either have the Active Directory server agent installed or you have linked a Quickpass customer to an Office 365 tenant account you can begin importing users to be used for self-serve password resets. If you don't plan on using self-serve you can skip to Step 5 for password rotation.
Important: To ensure no emails from Quickpass get marked as spam add the domain getquickpass.com and quickpassnotifications.com to your customer spam filter white lists. Although Quickpass has setup necessary SPF and DKIM records for its automated emails there is still a chance some spam filters may identity our welcome emails as bulk or spam. Adding our domain to customer spam filter white lists ensures none of our emails gets marked as spam.
Import End-User Accounts
Follow these KB article on how to import users into Quickpass to be used for Self-Serve password reset.
Automatic Import
- Automatic Import of Active Directory End Users (No Office 365/Azure) - https://support.getquickpass.com/hc/en-us/articles/4403746488471-Automatic-Import-of-Active-Directory-End-User-Accounts-Not-Linked-to-Office-365-
- Automatic Import of Active Directory End Users (With Office 365/Azure) - https://support.getquickpass.com/hc/en-us/articles/4403759906327-Automatic-Import-of-Active-Directory-End-User-Accounts-Linked-to-Office-365-
- Automatic Import of O365/Azure only End Users (licensed accounts)
https://support.getquickpass.com/hc/en-us/articles/6283664620567-Automatic-Import-of-Azure-O365-Only-End-User-Accounts
Manual Import
On-board Mobile App Users
On-board Web App Users (If needed)
Send User Guides to End Users (If needed)
Mobile App: End user on-board User Guide
Mobile App: How to reset passwords and unlock your account
Web App: End user on-board User Guide
Web App: How to reset passwords and unlock your account
Step 6 - Setup Password Rotation
For password rotation follow this KB article on how to import users into Quickpass so they can be setup for password rotation.
Scheduled Password Rotation
Automatic Import of Active Directory and/or Office 365/Azure Administrator Accounts
Automatic Import of Local Machine Administrator Accounts
Services
Quickpass Password Vault
On-Demand Password Rotation
External Password Storage
Quickpass Password Vault
Service Account Password Rotation
External Password Storage
Quickpass Password Vault
Step 7 - Customer Identity Verification
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