IT Glue
How to Enable Email Notifications in IT Glue
In order to be notified when there is a checklist item coming due for which you're responsible, you must enable email notifications. To do so: Click the picture on the upper right. Click My Settings. Scroll down and toggle the button on as shown ...
Guidelines for Creating Documents in IT Glue
When highlighting important information, keep in mind that the info needs to be visible whether the read is using the regular them or the dark theme. A good option for highlighting is a red typeface with yellow highlight. This will work well in ...
How to Determine if a Customer is on Managed Services or Other Plans
In IT Glue, visit the customer's Site Summary asset. There is a section called Type of Managed Services. Please note a customer may still have a backup or email service provided by us, even if they do not have workstation or server management. ...
IT Glue Password Asset: Best Practices
Never use embedded passwords. Only use general passwords. This is best security practice. 1. Each password entry should have a title that is unique within the organization. If there is more than one of the same type of password, differentiate the ...
Where to Put Information in IT Glue
Items That Are Added Automatically to IT Glue via Sync Some items are automatically synced from our RMM and PSA (Autotask) systems to IT Glue. We generally don't edit them on the IT Glue side. (In some cases we cannot do so.) We edit them on the ...
Process to Add Customers as IT Glue Lite Users and IT Glue Lite Basics
What is an IT Glue Lite User? An IT Glue Lite User is a free account given to a customer contact so they can view specific documentation and update limited items without having full technician or admin access. We generally don't give them password ...