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Inviting suggested PSA users - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>These instructions will streamline your workflow for inviting any PSA users who don't yet have an IT Glue account. A PSA user refers to any licensed user account in your PSA.</p> <p>Prerequisites</p> <ul><li>You must have Manager or Administrator access to invite/add users to your IT Glue account.</li> <li>An integration with either ConnectWise or Autotask. The suggested users list is currently only available for ConnectWise and Autotask.</li> </ul><p>Instructions</p> <ol><li>Navigate to <strong>Account > Users</strong>.</li> <li>Click the <strong>Suggested</strong> tab to see a list of PSA users who are not already IT Glue users.<br><br><img src="https://us.v-cdn.net/6032361/uploads/migrated/7WA2HY0C9TGI/suggested-users.png" alt="suggested-users.png" class="embedImage-img importedEmbed-img"></img></li> <li>Clear the checkboxes next to any users you don't want to invite. All are selected by default.</li> <li>Click the <strong>Invite Users</strong> button to go to the next screen where you can invite the selected individuals.</li> <li>On the next screen, you can specify the role, group memberships, and organizational accesses each user will have. See <a rel="nofollow" href="https://kaseya.vanillacommunities.com/kb/articles/aliases/itglue/hc/en-us/articles/360004938478">Adding and removing users</a> for details on the new user account set up.</li> <li>Click <strong><strong>Save</strong></strong>.</li> </ol><p>Clicking save will trigger an email to each user with a preloaded invitation message.</p> <p>Each user account will have the same user role, group memberships, and organization accesses. If you want to make changes, you can edit individual users after sending the invitation.</p> <p>IT Glue updates the Suggested PSA users list as new users are added to your PSA, so you can visit the list anytime to invite new PSA users to IT Glue.</p> </article> </main>