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PARTNER PORTAL
CONTACT US
BECOME A PARTNER
PARTNER PORTAL
CONTACT US
BECOME A PARTNER
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GETTING STARTED
✨ MSP Trial - QuickStart ✨
Password Boss Overview Video
Definitions
RECENT CHANGES
Changelog
Announcements
Apache Log4j2 vulnerability (CVE-2021-44228)
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
Troubleshooting
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Updated over 2 years ago
