Configuring Autotask to support Co-managed IT

Introduction

The configuration presented here is a best practice example of how a co-managed environment can be set up. Naming conventions, tips, and configuration options are suggestions, not instructions. Please take your own environment and configuration needs into consideration before continuing.

The configuration steps are presented in the order that will minimize jumping around different areas in Admin.

NOTE  TIP: If you have a sandbox, run through the configuration there first. After completion, log in as the co-managing user to verify that you can access the required data. Please reach out to Datto Support or your account manager if you have any questions or need assistance.

Pre-configuration considerations

Use a naming convention

Consider a standard naming convention for all items you will be setting up specifically for your co-managed help desk. Having each item start with Co-managed will group the items together for easier review.

On the Organization Settings & Users tab

On the Features & Settings tab

On the Automations tab