Co-managed setup

BEFORE YOU BEGIN  This feature may be hidden in your Autotask instance because it is not activated. If so, you can activate it on the > Admin > Admin Categories > Activations page. Refer to Activations.

BEFORE YOU BEGIN  For an introduction and additional configuration options, refer to The Co-managed Help Desk.

About the Co-managed Setup page

On the Co-managed Setup page, you configure the co-managed help desk for selected organizations by associating them with co-managing users or teams, and you create co-managing teams.

The page has three tabs:

  • By Organization: on this tab, you select organizations for co-managed help desk, and assign resources or teams with co-managed access.
  • By Co-managing User: on this tab, you associate co-managing users with a Co-managed Help Desk security level with one or more organizations they will be co-managing.
  • By Team: on this tab, you create teams of co-managing users and associate them with one or more organizations they will be co-managing.

Configuration