Step 1 - 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 2 - 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 customer or not. 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. Conversely, if you are not an IT Glue customer then 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, the importing of customers and also covers the setup of password rotation.
Non IT Glue Customers
If you are not an IT Glue customer you will want to proceed by following the instructions in this KB article to create Quickpass customers.
Step 3 - Install Active Directory Server Agent or link Office 365 Tenant Account
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 server agent on your customers Active Directory server. To do so follow these KB articles.
Install Server Agent
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 4 - Setup Self-Serve
Once you either have the Active Directory server agent installed of 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. Add our domain to customer spam filter white lists ensures none of our emails gets marked as spam.
Import End-User Accounts
Follow this KB article on how to import users into Quickpass to be used for Self-Serve password reset.
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 5 - 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
On-Demand Password Rotation
Service Account Password Rotation
Step 6 - Customer Identity Verification