Initial setup

NAVIGATION  Left navigation menu > Home

NAVIGATION  Top navigation menu > Help

BEFORE YOU BEGIN  Enter your username and password to log in to your Kaseya Quote Manager platform. For account creation instructions, refer to Creating and managing staff accounts. If you start out in the Online Store, click Admin in the lower-left corner of the page to access the Admin Center.

On your Admin Center home page, you'll see the following onboarding dashboard. As you set up your platform, the dashboard tracks your progress.

How to...

  1. From the left navigation menu, click Home .
  2. In the onboarding dashboard, click through the tabs to read feature descriptions and review your setup progress:
    • A check mark (in a green circle) indicates that the feature is set up and functioning correctly.
    • An exclamation mark (in a red circle) indicates a problem.
  3. Within any tab, click the button to go to the corresponding configuration page.

On any page in the Admin Center, you can access Help .

Accessing help from the toolbar.

From the persistent top navigation menu, click Help to access the in-product interactive help menu, provide feedback to the Kaseya Quote Manager team and get in on Datto Community conversations:

Refer to Your Admin Center for information about the other options available on the top navigation menu: Show me , Notifications , My Account , and KaseyeOne .