Nine things to do on your first day in IT Glue

New to IT Glue? We're happy to have you. If you are wondering how to get started, the tips below will help.

1. Sign in to your account

You should have already received an invitation email prompting you to activate your user account. Your password won't be created until you access the link in the email and set your password.

Your IT Glue subdomain, email, and password are all you need to get started. Go to the sign-in screen for your account (https://mycompany.itglue.com or https://mycompany.eu.itglue.com) and enter your credentials to sign in.

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Did you forget your password? You can try sending a password reset to your email. If we have an active user account for your email address, you will receive an email with your reset instructions.

2. Customize your profile

Click on your name in the top-right corner of any screen, and then select Edit Profile to make your profile changes.

A profile picture is an easy first step to help make sure that your teammates can always identify you in activity feeds that are found throughout your account.

While you're on this screen, make sure your time zone is correct, so that any actions that you perform on the site will display the correct time.

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3. Enable MFA on your account

We highly recommend that you enable the multi-factor authentication (MFA) setting on your user account. MFA makes it much harder for someone to illicitly access your account, because they would need access to your phone first. To learn how to set up MFA, see Using multi-factor authentication.

4. Add a new password

Passwords can only be created in an existing organization. If you do not yet have any organizations created, you should read about setting up a new IT Glue account before going further. You must also have user permissions allowing you to create information in the organization where you will create your password.

Open the organization, click on the + Quick Add button, and choose Passwords. From there, you just need to fill in the blanks. Usually, the Description, Username, Password, and URL fields are necessary. Click Save.

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We suggest giving each new password a descriptive title that adheres to your company's naming conventions. This doesn't necessarily need to be restricted to the name of an application (e.g. "Active Directory"). Rather, the description is the title that will be used within your account to briefly describe the credentials. For example, instead of "Active Directory," you might enter a more descriptive name like "Domain Admin Login for the Active Directory DC."

5. Search for your password

After you have centralized all of your information in IT Glue, you're naturally going to want to find it, and the fastest way to do that is to search for what you need.

The search interface includes a search bar at the top of your screen. IT Glue search works across all assets. Type in a word or phrase to start looking. As you type your search terms, the search results show you the live results, without needing to redirect to a results page.

Search provides a single field that searches across multiple fields per asset type. If your first search doesn't yield useful results, you can choose where and how broadly to search: 

  • Search across all organizations
  • Search within the current organization
  • Search only specific assets

The following icons appear beside the search bar, depending on where and what you are searching. Click an icon to change the search scope or apply a filter.

  • The globe-icon.png (globe) means the search scope is set to all organizations. 
  • The house-icon.png (house) means the search scope is set to the current organization.
  • The filter-icon.png (filter) means search results are unfiltered. When one or more filters are applied, the icon turns blue.

Click the filter icon to apply filters (left). As you type your search terms, the results update (right).

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Note that in the example above, several wireless access points are included in the results because the word Meraki appears in the Model field of these assets (e.g. Meraki MR-32).

Ready to dive deeper? See Search and Search Filters.

Need to quickly search the organization you're in? Pressing the letter "Q" on your keyboard will start that search for you. Keyboard shortcuts allow you to quickly perform search actions without ever touching your mouse. Check out the full list of keyboard shortcuts we have available.

6. Import an existing document

You can upload your existing Word documents to IT Glue, so that each document's contents are converted into a new IT Glue document. By importing your existing documents into IT Glue, your documentation isn't trapped in separate locations.

Before you begin, give your Word document a specific title under File > Properties to be used as the document name in IT Glue. Save it in .doc or .docx format and then follow these steps:

To import your document:

  1. Open the organization into which you want to import your Word document content.
  2. Go to the Documents section from the left sidebar.
  3. Click the Import button (top-right corner of the screen), and then choose Documents from the drop down.
  4. Under Document Importer Type, select Word.
  5. Next, click Choose File and use your file system navigation to select the Word document file you want to import.
  6. Click Continue to upload the document and begin the import process. Wait for an email from support@itglue.com that includes a link to view the completed import.

Once the import is done, you can start using the features of IT Glue to change the formatting and more. To learn how the formatting options work, see A quick tour of editing.

Word importer dialog

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7. Share your document with an unauthenticated user

You can also send the link to your document where unauthenticated users can view it via the browser. First, you need to make the document public, which means anyone with the link can view the content of the document, but the document will not be found by Google or indexed.

To make a document public, users with a Manager or Administrator role can perform these steps:

  1. Open the desired document, and click Edit.
  2. At the top of the screen, select the Make This Document Public checkbox.
  3. Click Publish for the change to take effect immediately.

Now just copy the link from the address bar and send it off! See this example.

8. See what's changed

A revision history is apparent in the right panel as soon as you start updating your document. The Revisions section logs a revision every time you press Publish, so that you can look back at the recent changes you've made and revert to an earlier version if necessary.

As more changes are made, you'll have a revision history going back to the first version. You can go back and look at any version of the document and revert to it by clicking the version you want to use as the current version and then clicking the Replace live version with this version now link.

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With the Revisions feature, you can view and revert to earlier versions for all assets, not just documents. For more information, see Revisions to core and flexible assets.

9. Download the browser extension

Check out our Quick guide for the IT Glue Chrome Extension for instructions. With IT Glue in your browser, you'll always have a way to get to your IT Glue passwords. With the extension, all your passwords are coming right from your IT Glue account. So when you create a password in IT Glue, it's available immediately in the extension — no syncing and no waiting.

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That’s it! You graduated!

Welcome to IT Glue!

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