IT Glue glossary of common terms

This glossary defines a number of key terms you will see used often in the IT Glue Knowledge Base.

Account Admin Rights

Administrators and Managers have administrative abilities such as managing users and groups, adding integrations, and other account maintenance tasks. They can have either full admin rights (Administrator user role) or partial ones (Manager user role). To minimize downtime and accidental changes to cloud resources, the number of users with admin rights should be limited to only a few people.

Configurations

Configurations are typically network-attached devices/assets (physical or virtual) - in other words, anything with an IP address. Configurations can also be pieces of hardware that need to be controlled and managed but do not have IP addresses. Examples include a display, camera, security panel/alarm, or backup power supply. Configuration fields are limited to the physical attributes of the device.

Core Assets

Core Assets are the physical and non-physical components that contribute to a managed service: configurations, contacts, locations, passwords, etc. To ensure compatibility with PSA and RMM sync requirements, Core Assets are standardized and not customizable. Then, Flexible Assets (see below) let you track additional information about your assets that the default asset attributes don’t cover.

Documents

Documents are procedures, how-to's, and longer reference documentation. An example may be a document called “How to install QuickBooks”.

Flexible Assets

Flexible Assets are structured documentation that can be completely customized to support the data entry and workflow processes that will be followed by your team. For example, if you offer a backup service, then the details of your service can be documented as a Flexible Asset that has comprehensive information about that service such as client-specific business rules, checklists, and reference material.

Flexible Asset Templates

Several pre-built templates, including Applications, Licenses, and Virtualization, are provided in the app. We've designed them to be used "out-of-the-box" but a best practice is to customize them for your data entry and workflow processes.

Groups

Groups are a secure method of controlling access to information. Determining how groups are used is an essential part of deploying IT Glue.

Import

User-activated, one-way pull of information from an external source. To import CSV data, you must have an Administrator role, or a Manager role that has access to all organizations.


IT Glue Library

The IT Glue Library is an in-app library that provides processes and topics on how to successfully design and run your MSP. You can browse the articles as written, or alter them for your own context.


Multi-factor authentication

Multi-factor authentication (MFA) adds an extra layer of protection for your IT Glue account. When a user logs in to IT Glue with MFA enabled, they will be prompted for an authentication code from their MFA device in addition to their username and password. Together, these multiple factors provide increased security for your account and resources.

Passwords

Passwords are where you can put all of your network and server login credentials. You can add passwords within the main Passwords section, or add them on a device-specific basis (embedded on the device). For more information, see our General and embedded passwords KB. You'll want to be mindful of who has access to passwords to make sure you don't give access to users and groups who should not have access.

Primary organization

Your business is the primary organization. The primary organization is automatically set based on the business name used to create your account.

Related items

Related items are a way to create logical relationships between items to get a full picture of the client's IT environment.

Roles

Roles define the type of access granted to a user. Roles consist of a logical group of special permissions that are pre-defined. There are six roles in IT Glue: Administrator, Manager, Editor, Creator, Read-only, and Lite.

Single sign-on

Single sign-on (SSO) is a process that permits a user to enter their name and password from one system (like AuthAnvil) to access their IT Glue account without needing to enter their IT Glue credentials.

Sub-organizations

Sub-organizations are a way to isolate a parent organization from smaller child organizations, so that configurations and other information can be displayed within their sub-organizations. An example of a parent organization would be UPS and its sub-organizations would be UPS - Detroit, UPS - New York, and UPS - Chicago.

Sync

Syncing means that you only have to make changes to synced data once. For example, if you are set up for a one-way sync with a PSA, select synced fields are read-only in IT Glue. Any changes made in your PSA to fields that are syncing with IT Glue will be pushed to IT Glue during the next data load.

Two-way sync

Two-way sync provides bi-directional maintenance of synced data between your PSA and IT Glue. It allows you to edit and update synced data directly in IT Glue and immediately push the update to your PSA.

Timestamps

Timestamps show you the exact dates and times things took place in IT Glue, such as when a document was published. Make sure that you update your time zone as this setting affects timestamps in activity logs.

Workflows

Workflows are a way for IT Glue to notify you about items that need your attention, such as updates about expiration dates and other IT Glue activity. You can receive notifications by email or through integrations with third-party activity feeds.

Was this article helpful?
77 out of 78 found this helpful
Have more questions? Contact us