MyGlue Scenario 4 - Collaboration

If you'd like to know more on how to deploy MyGlue, please view MyGlue Deployment Guide.

Scenario Purpose

Deploy MyGlue account for key stakeholders at client’s organization that provides them with access to some or all assets and data in IT Glue.

Scenario

Building stickiness with clients is the key to maintaining a healthy and profitable relationship. With MyGlue, you can securely collaborate with your clients’ key stakeholders by sharing what you have documented in IT Glue, and giving them the ability to add and modify information to give you more visibility into their IT environment. Collaboration enables a two-way flow of information.

In this scenario, you will deploy MyGlue, then share workstation configurations you have documented in IT Glue with the client, so the client’s stakeholder can update the assigned contact when new employees join or leave the company.

MyGlue Deployment Steps

  1. Navigate to Account > MyGlue and click + New.

    MyGlue___IT_Glue.png

    If you have never set up a MyGlue account before, you will see the screenshot below when you click MyGlue from the sidebar.


    Screen_Shot_2018-06-06_at_11.26.08_AM.png

  2. If this is the first MyGlue account you are setting up, you will be prompted to enter support information. If not, please skip this step.


    Screen_Shot_2018-06-06_at_11.29.50_AM.png

    Screen_Shot_2018-06-06_at_11.30.03_AM.png
  3. Enter a name for the new MyGlue account, choose the the existing IT Glue Organizations you’d like to assign, and click Save.


    Screen_Shot_2019-01-22_at_12.26.49_PM.png

  4. Create a security group for this MyGlue account. Enter a name and an optional description for the group, and add all MyGlue users who should have access to the group. If you do not yet have MyGlue users in IT Glue, you can invite them on the next screen. You can also add additional organizations here.


    Screen_Shot_2019-01-22_at_12.36.09_PM.png

  5. Uncheck Grant access to unrestricted ("All IT Glue Users") IT Glue data within the allowed Organizations to restrict asset access to the MyGlue Users / Groups you specify.


    Screen_Shot_2019-03-21_at_2.24.50_PM.png

  6. All asset types will be checked to deny access by default. Since in this scenario, you are sharing documented Configurations and Contacts, uncheck these and click Save.


    Screen_Shot_2019-03-19_at_3.34.47_PM.png

  7. Uncheck the organization's contacts you do not want to invite to MyGlue, and click Next.


    Screen_Shot_2019-01-22_at_2.28.39_PM.png

  8. Set the appropriate permissions for the invited users. Our MyGlue user roles, groups, and permissions KB article will help you decide which role to give the users. Click Save.


    Screen_Shot_2019-01-22_at_2.31.36_PM.png

Share workstation configurations with MyGlue users

You may have multiple configurations documented for your client, but you only want to share their current, active Workstations and Laptops that are deployed at their site with them.

Configurations___IT_Glue.png

Let's assume that in the screenshot above, LP1, WS1 and WS2 are deployed at your client's site, and you want to share these assets with your client.

  1. Click the pencil next to the Laptop LP1 to edit the configuration.

    Configurations___IT_Glue.png
  2. On the edit screen, scroll down to Security, click Specific Groups and/or Users can access this Configuration.

    Screen_Shot_2019-03-27_at_2.27.27_PM.png
  3. Click the dropdown next to MyGlue groups, and add the group you created for your MyGlue account. Click Save.


    Screen_Shot_2019-03-21_at_2.11.48_PM.png

Note: You can also add individual MyGlue users using the MyGlue Users option, or you can create additional MyGlue groups to allow certain groups of MyGlue users at your client site to access the assets.

MyGlue Users

Your MyGlue users will only see Configurations and Contacts in their sidebar, and will see the list of contacts and configurations you have explicitly given them access to. Notice that SV1, SV2 and WS3 are not in the list.

Screen_Shot_2019-03-21_at_2.29.38_PM.png

They can edit any configuration they see here, and assign a new contact to it when employees leave or join the company.

Screen_Shot_2019-03-21_at_2.33.27_PM.png

You will see these changes in IT Glue immediately.

Screen_Shot_2019-03-21_at_2.42.20_PM.png

Additional Use Cases

The above is just one example of how IT Glue and MyGlue can be used to collaborate with your clients. Other examples of utilizing MyGlue as a collaborative tool include:

  1. Sharing an onboarding checklist with the client and specifying the tasks you are responsible for, and the tasks the client is responsible for. This way, both parties have the visibility they need to ensure a smooth onboarding process.
  2. Creating an “Onboarding” Flexible Asset for any newly onboarded clients. It has all the fields and information you require to get them started. You can share the flexible asset with the client to complete the required information in MyGlue, which they then share with you. This way, all the information is automatically logged in IT Glue.
  3. Sharing the Licensing Flexible Asset in IT Glue with your client so they can assign purchased licenses to the the relevant contact / asset.
  4. Creating a “Disaster Recovery Plan” Flexible Asset and sharing it with your client through MyGlue so they can easily update information to keep the Disaster Recovery procedure up-to-date. This will ensure that if a disaster does happen, both parties have the most up-to-date information to quickly resolve the situation.

Please also see the below scenarios for other ways you can utilize MyGlue.

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