Topics
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Registering for Tenant Access (if trial instance doesn't already exist)
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Registering a MSP Tenant to SaaS Alerts
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Adding MSP Administrators & Users
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Adding MSP Admin and User Accounts
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Set Up Role Based Access Control (RBAC)
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Role Based Access Control
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Connect Organizations to M365
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Add an Organization
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Edit an Organization
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Edit Account Settings
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Billable License Counts
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Set Alert Priority Customization
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Customize Alert Severity Settings
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Connect MSP Tools
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Connecting to MSP Tools
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Configure Unify (where applicable)
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Mapping Organizations to Organizations listed in RMM
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Map Devices to Accounts
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Configure Unify Automation Settings
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Configure Fortify
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Connecting to Fortify
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Configure Respond / Review Templates
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Connecting to Respond
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Create a Respond Rule
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Using a Rule Template in the Respond Module
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Analyzing Respond Triggers
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Account Management Tool
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Using the Account Management Tool
Self-Guided Onboarding with SaaS Alerts
Topics
-
Registering for Tenant Access (if trial instance doesn't already exist)
-
Registering a MSP Tenant to SaaS Alerts
-
Adding MSP Administrators & Users
-
Adding MSP Admin and User Accounts
-
Set Up Role Based Access Control (RBAC)
-
Role Based Access Control
-
Connect Organizations to M365
-
Add an Organization
-
Edit an Organization
-
Edit Account Settings
-
Billable License Counts
-
Set Alert Priority Customization
-
Customize Alert Severity Settings
-
Connect MSP Tools
-
Connecting to MSP Tools
-
Configure Unify (where applicable)
-
Mapping Organizations to Organizations listed in RMM
-
Map Devices to Accounts
-
Configure Unify Automation Settings
-
Configure Fortify
-
Connecting to Fortify
-
Configure Respond / Review Templates
-
Connecting to Respond
-
Create a Respond Rule
-
Using a Rule Template in the Respond Module
-
Analyzing Respond Triggers
-
Account Management Tool
-
Using the Account Management Tool
Topic 1
Registering for Tenant Access (if trial instance doesn't already exist)
- •Sign Up with SaaS Alerts Step by Step
- •Update Billing Information
- •PSA Connections
Setup instructions for:
Registering a MSP Tenant to SaaS Alerts
How to video: Register SaaS Alerts
Troubleshooting
Additional Resources
Topic 2
Adding MSP Administrators & Users
Adding MSP Admins & Users
How to video: Adding MSP Admins & Users
Additional Resources
Topic 3
Set Up Role Based Access Control (RBAC)
Role Based Access Control
How to video: Role Based Access Control
Topic 4
Connect Organizations to M365
Setup instructions for:
Add a New Organization
How to video: Add an Organization
Edit an Organization
How to video: Edit an Organization
Edit Account Settings
How to video: Edit an Account Setting
Billable License Counts
How to video: Understand Billable Licenses
Troubleshooting
- •Organization shows "Pending Onboarding" status
- •Upgrade permissions message
- •Cannot connect application (grey screen)
- •Microsoft: Auditing fails to enable or appears active but is not functional
- •No users appear - Microsoft licensing required
- •Alerts appear to be coming from an incorrect organization (cross-tenant alerts)
- •ConnectWise User Module customize permissions are not correct
Additional Resources
Topic 5
Set Alert Priority Customization
Customize Alert Severity Settings
How to video : Customize Alert Severity
Additional Resources
Topic 6
Connect MSP Tools
Setup instructions for:
Connecting to MSP Tools
How to video: Connect to MSP Tools
Troubleshooting
Additional Resources
Topic 7
Configure Unify (where applicable)
- •Unify Overview
- •Available Integrations
Setup instructions for:
Mapping Organizations to Organizations listed in RMM
How to video: Mapping Organizations to RMM
Map Devices to Accounts
How to video: Mapping Devices to Accounts
Configure Unify Automation Settings
How to video: Configure Unify
Additional Resources
Topic 8
Configure Fortify
Connecting to Fortify
How to video: Connect to Fortify
Video: Understanding the Fortify Interface
Fortify Templates : An introduction and example video
Additional Resources
Topic 9
Configure Respond / Review Templates
- •SaaS Alerts Respond
- •Managing Respond Connections
- •Respond Actions
- •Turning Off Respond - The Result
- •Respond Rule Templates
Inbox Rule Created Outside Approved Location Rule:
Risky Inbox Rule:
Email Forwarding Risk Rule:
MFA Fatigue from Abusive IP Rule:
Connecting to Respond
How to video: Connecting to Respond
Create a Respond Rule
How to video: Creating a Respond Rule
Using a Rule Template in the Respond Module
How to video: Respond Rule Templates
Analyzing Respond Triggers
How to video: Analyze Respond Rule Triggers
Troubleshooting
Additional Resources
Topic 10
Account Management Tool
Using the Account Management Tool
How to video: Using the Account Management tool
How to video: Incorporating Respond with Account Management
