Your Admin Center

From the left navigation menu or top navigation menu, access each of your options for managing and maximizing your success in Kaseya Quote Manager.

Left navigation menu

When you hover over the menu, it expands to showcase a range of settings. The following table outlines each of these settings in the order in which they appear in the menu, from top to bottom:

Setting	Description	Resources
Home	Your Admin Center home page features an onboarding dashboard.	Initial setup
Quotes	View and manage your existing quotes, build quote templates, and create and send quotes. SECURITY Kaseya Quote Manager internal users assigned to the Purchasing role have view-only access to quotes and sales orders. To manage user roles and permissions, refer to Team.	Quotes (overview) Building a standard quote template Quoting from the Admin Center
Sales	View, manage, and approve sales orders. SECURITY Kaseya Quote Manager internal users assigned to the Purchasing role have view-only access to quotes and sales orders. To manage user roles and permissions, refer to Team.	Sales (overview) Approving sales orders Managing sales and supply
Purchases	View, create, manage, and receipt supplier purchase orders. SECURITY Kaseya Quote Manager internal users assigned to the Sales role have view-only access to purchase orders. To manage user roles and permissions, refer to Team.	Purchases (overview) Creating and managing supplier purchase orders
Organizations	View, add, and manage organization accounts. Invite your organization contacts to access your Online Store.	Organizations (overview) Creating and managing organization accounts
Suppliers	View, add, and manage your suppliers and their product feeds.	Suppliers (overview) Adding suppliers and product feeds Managing and monitoring supplier product feeds Adjusting supplier status
Products	View, import, manually add, and manage your products, bids, and inventory transfers.	Products (overview) Adding and managing products and services Bids and Configure-to-Order (CTO) Monitoring and transferring inventory
Reports	Run reports to manage and evaluate data on your quotes, sales, purchases, and inventory. SECURITY Kaseya Quote Manager internal users assigned to the Sales role or Purchasing role must have the Reports check box selected in order to access reports. To manage user roles and permissions, refer to Team.	Reporting overview
Online Store	Click to navigate directly to your Online Store.	Your Online Store (overview) Searching for products Placing orders Quoting from the Online Store Online Store instructions for organizations
Apps	Connect Autotask, ConnectWise PSA, Microsoft Teams, QuickBooks Online, or Xero, or to Kaseya Quote Manager.	Connecting process apps
Settings	Access a number of basic settings to customize your back-end management and your Online Store, including the following: Company details Brands Domains Email Notifications Payments Pricing Quote Approval Rules Quote Reminders Sales Shipping Tax Team KaseyaOne Warehouses Coupons Files Integrations Links Pages Theme SECURITY Standard, Sales, and Purchasing roles cannot have the settings check box selected - only admin users can access settings.	Configuring basic settings

Top navigation menu

The options available on the top navigation menu are described in the following table.

Setting	Description	Resources
Show me	Click to access the latest release notifications, learn about upcoming webinars and events, quickly access configuration pages, see featured articles and videos, access Datto Academy, and much more besides.	Go to the Search tab and in the search box, enter any keyword or phrase to search for relevant resources.
Notifications	Open the in-product Notifications menu to review warnings, errors, and status updates for specific quotes and purchase orders. NOTE These in-product notifications are separate from the email notifications that you can enable in Settings > Notifications. Refer to Enabling email notifications.	Viewing in-product notifications
Help	Access the in-product interactive help menu, provide feedback to the Kaseya Quote Manager team and get in on Datto Community conversations.	Initial setup Kaseya Quote Manager support team Datto Community
My Account	Click to access the developer API or log out of Kaseya Quote Manager.	Getting started with the Kaseya Quote Manager API
KaseyaOne	Click to enable Log In with KaseyaOne (Unified Login). Once enabled, your users will be able to enable Log In with KaseyaOne for themselves. After a user enables Log In with KaseyaOne for themself, that user will be able to seamlessly access other Kaseya modules (belonging to the IT Complete suite of modules) that they are subscribed to.	Log In with KaseyaOne

	Need troubleshooting help? Open the Kaseya Helpdesk.
	Want to talk about it? Head on over to the Community!
	Have an idea for a new feature? Want to learn about upcoming enhancements? Visit the Ideas forum!
	Provide feedback for the Documentation team.