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PARTNER PORTALCONTACT USBECOME A PARTNER

GETTING STARTED

  • ✨ MSP Trial - QuickStart ✨
  • Password Boss Overview Video
  • Definitions

RECENT CHANGES

  • Changelog
  • Announcements
    • Apache Log4j2 vulnerability (CVE-2021-44228)
    • Important Password Boss Notification

QUICK REFERENCE

  • Working With the Partner Portal
  • Users
  • Groups
  • Whitelisting, Exclusions and Firewall Configurations
    • Application Whitelisting or Exclusions
    • Firewall Whitelisting
    • Sentinel One Exclusions for Password Boss
    • Threat Locker Exclusions Settings for Password Boss
  • Disabling Password Boss on Websites
    • AutoTask
  • Using Password Boss to login to Microsoft MFA accounts

RUNBOOKS - MSP

  • MSP Best Practices
  • Security policy recommendations
  • Adding your team to Password Boss
  • Manage Partner Portal access
  • ConnectWise Manage login with Password Boss
  • Organization Backups
  • Marketing Materials

RUNBOOKS - CUSTOMERS

  • New customer deployment checklist
  • Adding customers
  • Transferring primary user account
  • Adding users
    • Adding users - AD connector
  • Changing user license counts
  • Deleting customers
  • Deleting users
    • Deleting users - AD connector
  • User - Lost Master Password
  • User - Disable 2FA for a user

INSTALLING PASSWORD BOSS

  • Windows
  • Mac
  • Terminal Server / RDS
  • iOS and Android
  • Datto RMM

SHARING

  • Overview
  • Permissions
  • Creating Shares
  • Adding items to Shares
  • Editing Shares
  • Deleting Shares

WINDOWS APP LOGIN

  • Login to Windows apps

SECURITY POLICIES

  • Online backups and device sync
  • 2-Factor Authentication
  • Remove business profile items when users are removed
  • Force business items into business profile
  • Disable sharing
  • Disable emergency access
  • Disable exports
  • Master password change
  • Backup all business profile items
  • Restrict sharing to specific recipients
  • Choose location for online backups
  • Restrict business profile items from Emergency Access
  • User change notifications
  • Restrict portal access
  • Disable Password Boss on Pages or Sites
  • Password Auditing

PSA Integrations

  • ConnectWise Manage
    • Create an API account in ConnectWise
    • Integrate ConnectWise with Password Boss
  • Kaseya BMS
    • Kaseya BMS Login
    • Integrate Kaseya BMS with Password Boss
  • Autotask PSA
    • Create an API account in Autotask
    • Integrate Autotask with Password Boss
    • Upgrading your legacy Autotask integration

DIRECTORY INTEGRATIONS

  • Active Directory Connector
  • Connect Azure AD to Password Boss
  • Synchronizing Groups
  • Sync Rules

LOGIN TO REMOTE SERVERS

  • ConnectWise® Control™ Integration
    • Logging Into Remote Systems
    • Linking a Password To A New Control™ Device
    • Unlinking a Password From Control™
    • Troubleshooting
  • Datto Agent Browser (RDP)
  • Datto Web Remote
  • Splashtop
  • Splashtop - Datto RMM Version
  • TeamViewer

BROWSER EXTENSIONS

  • Supported Browsers

Password Boss Overview Video

Suggest Edits

As part of your onboarding of new customers, you will want to include a link to the Password Boss Support Site where end-user videos are hosted.

Link to distribute to end users: https://support.passwordboss.com/hc/en-us/articles/360020234971-Help-Videos

Updated almost 4 years ago