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. |
|
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) |
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) |
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) |
|
Organizations |
View, add, and manage organization accounts. Invite your organization contacts to access your Online Store. |
Organizations (overview) |
Suppliers  |
View, add, and manage your suppliers and their product feeds. |
Suppliers (overview) Adding suppliers and product feeds |
|
Products |
View, import, manually add, and manage your products, bids, and inventory transfers. |
Products (overview) Adding and managing products and services |
|
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. |
|
Online Store  |
Click to navigate directly to your Online Store. |
Your Online Store (overview) |
Apps  |
Connect Autotask, ConnectWise PSA, QuickBooks Online, or Xero to Kaseya Quote Manager. |
|
Settings  |
Access a number of basic settings to customize your back-end management and your Online Store, including the following:
SECURITY Standard, Sales, and Purchasing roles cannot have the settings check box selected - only admin users can access 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 |
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. |
|
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. |
