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Using the IT Glue widget in Kaseya BMS - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>Introduction</p> <p>Now that you have <a href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004937578" rel="noopener nofollow">setup the IT Glue widget in Kaseya BMS</a>, this article provides instructions on how to use the IT Glue widget in Kaseya BMS to view IT Glue data.</p> <p>Prerequisites</p> <ul><li>You must have Administrator or Manager access to IT Glue. </li> </ul><p>Instructions</p> <p>Once fully integrated, the IT Glue widget provides the following information about each ticket in Kaseya BMS:</p> <table><tbody><tr style="background-color: DCDCDC;"><td><strong>Asset</strong></td> <td><strong>Information Shown</strong></td> </tr><tr><td>Configuration</td> <td> <ul><li>Attachments</li> <li>Embedded Passwords</li> <li>Related Items</li> <li>Notes</li> <li>Revisions</li> </ul></td> </tr><tr><td>Organization</td> <td> <ul><li>Quick Notes</li> <li>Important Contacts</li> </ul></td> </tr><tr><td>Contact</td> <td> <ul><li>Attachments</li> <li>Embedded Passwords</li> <li>Related Items</li> <li>Notes</li> <li>Revisions</li> </ul></td> </tr><tr><td>Location</td> <td> <ul><li>Attachments</li> <li>Embedded Passwords</li> <li>Related Items</li> <li>Notes</li> <li>Revisions</li> </ul></td> </tr></tbody></table><p>There are four different areas in the Kaseya BMS platform where you can use the IT Glue widgets.</p> <ul><li>Assets</li> <li>Tickets</li> <li>Accounts</li> <li>Contacts</li> </ul><p><em><strong>Click on the four tabs below to learn about each one:</strong></em></p> <div> <div> Assets Tickets Accounts Contacts </div> <div> <ol><li>Click on <strong>Service Desk > Assets Management > Hardware Assets</strong> to view the <strong>Search Hardware Assets </strong>screen. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/IN2Y47CLHJWE/it-glue-vancouver-hardware-assets.png" alt="IT_Glue_Vancouver_-_Hardware_Assets.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Open any hardware asset and click on the IT Glue widget on the far right side of the screen. This will open the IT Glue column. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/PJMRW562HGE3/skitch-background-google-docs.png" alt="Skitch_Background_-_Google_Docs.png" class="embedImage-img importedEmbed-img"></img></p> </li> </ol></div> <div> <ol><li>Click on <strong>Service Desk > Tickets </strong>to view the <strong>Manage Tickets </strong>screen. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/9OSTF96RMHY5/it-glue-vancouver-manage-tickets.png" alt="IT_Glue_Vancouver_-_Manage_Tickets.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Open any ticket and click on the <strong>IT Glue </strong>widget on the far right side of the screen. This will open the IT Glue column. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/XWPNXIQVFPMO/untitled-document-google-docs.png" alt="Untitled_document_-_Google_Docs.png" class="embedImage-img importedEmbed-img"></img></p> </li> </ol></div> <div> <ol><li>Click on <strong>CRM > Accounts </strong>to view the Accounts main screen. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/P3UK1KK6TASH/it-glue-vancouver-accounts-management.png" alt="IT_Glue_Vancouver_-_Accounts_Management.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Open any account and click on the IT Glue widget on the far right side of the screen. This will open the IT Glue column. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/U98R4D9CFXUA/skitch-background-google-docs-2.png" alt="Skitch_Background_-_Google_Docs-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> </ol></div> <div> <ol><li>Click on <strong>CRM > Contacts</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/5PLQCYXUL3Q4/it-glue-vancouver-contacts.png" alt="IT_Glue_Vancouver_-_Contacts.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Open any contact and click on the IT Glue widget on the far right side of the screen. This will open the IT Glue column. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/FKFBDYWOTF0Q/skitch-background-google-docs-3.png" alt="Skitch_Background_-_Google_Docs-3.png" class="embedImage-img importedEmbed-img"></img></p> </li> </ol></div> </div> <div> <strong>Note:</strong> In the IT Glue column, click on the <strong>View in IT Glue</strong> button on the top-right corner to open the asset directly within IT Glue.<br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/J8TX0VWUVN3G/it-glue-vancouver-1-05062019-test-ticket-1-3.png" alt="IT_Glue_Vancouver_-_1-05062019_-_Test_Ticket_1-3.png" class="embedImage-img importedEmbed-img"></img></div> <h3 data-id="changing-the-authentication-account-for-integrations">Changing the authentication account for integrations</h3> <ol><li>Click on your profile icon in the top-right corner of the screen and then on <strong>My Profile</strong>. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/ZUF1XCGHCLOF/my-profile.png" alt="My_Profile.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Click on the <strong>Integrations </strong>tab in the <strong>My Profile </strong>screen and then on the <strong>Disconnect </strong>button. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/9U8SPT7M53O4/my-profile-2.png" alt="My_Profile-2.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>A <strong>Warning</strong> pop-up will confirm that you want to disconnect from IT Glue. Click on the <strong>Yes</strong> button. <p><br><strong><img src="https://us.v-cdn.net/6032361/uploads/migrated/Z7FQ2PI9NZY5/my-profile-3.png" alt="My_Profile-3.png" class="embedImage-img importedEmbed-img"></img></strong></p> </li> <li>To reconnect with IT Glue, click on the <strong>Connect</strong> button. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/WFQ42RLQEI7L/my-profile-4.png" alt="My_Profile-4.png" class="embedImage-img importedEmbed-img"></img></p> </li> <li>Click on <strong>Connect via OAuth</strong> in the pop-up to complete the reconnection. <p><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/PWR44I9SX16T/my-profile-5.png" alt="My_Profile-5.png" class="embedImage-img importedEmbed-img"></img></p> </li> </ol> </article> </main>