Activations
SECURITY Administrator and security levels with the Admin > Activations setting enabled.
NAVIGATION > Admin > Admin Categories > Activations
Autotask features that are not used by a majority of customers can be disabled and hidden. This simplifies the user interface for new customers and customers who only use core elements of the app. You can enable additional features when you are ready to use them.
- Click the Learn More link to review the documentation about a feature.
- To enable a feature, select the check box in the left column, and click Save.
- To disable a feature, clear the check box in the left column. A message will warn you about changes to existing functionality. Click OK to proceed.
NOTE You must log out and back in to see the features enabled.
There are a couple of limitations:
- Some features are not available when you license the Essentials edition of Autotask. You will still see these features listed on the Activations page, but when you select them on the list, you will see the following error message: "Your current contract does not allow access to this feature. Contact your Account Manager for details."
- Some features are available as an add-on we charge for.
Here is an overview of the features that are available with each edition. A light check mark means the feature is available, but not automatically enabled.
Feature Name | Link to Documentation | Essentials | Growth | Premium | Ultimate |
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Autotask Electronic Payments
NOTE To be visible, it must be enabled by Kaseya. |
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Block Hour Contracts
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Boards
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Change Management
The primary objective of change management is to control and enable beneficial changes with minimum disruption to service delivery. The Change Management feature allows you to track and manage change requests, approvals, and any associated problems or incidents. |
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Client Portal Early Access Opt-In
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Co-managed Help Desk
Co-managed IT services are a business model where a service provider (MSP) works in a long-term partnership with the in-house IT staff of a customer, or with other external resources who are not employees or contractors paid by them directly. |
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Contact Groups
Contact Group Manager is a valuable contact management and notification tool for customer support and marketing. It allows you to organize contacts into flexible groups and then communicate with all members of the group at one time. |
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Dispatch Calendar
The Dispatch Calendar is a customizable multi-user calendar that allows you to see multiple resources' calendars in one place. |
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Documentation
The Autotask Document Management feature lets you collect and reference documents related to a customer right inside of Autotask. If you are using the Client Portal, you can even share selected documents with your Client Portal customers. |
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Domain & SSL Certificate Tracking
Autotask has added two device Your Autotask instance may be configured to use one of the following terms instead: Asset, Configuration Item, Installed Asset, Installed Product. system categories that have been optimized for tracking domains and SSL certificates. |
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Expenses
In almost any business, employees occasionally incur expenses that must be reimbursed by the company. Autotask's expense tracking tool will help you and your employees manage expenses. |
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Fixed Price Contracts
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Incoming Email Processing
Incoming Email Processing converts emails to Autotask tickets, ticket notes, ticket time entries, project notes, task notes, or task time entries. The Subject line is converted into the entity title, and the email Body is converted into the description. |
Add-on |
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Inventory
If your company needs to keep certain items on hand to respond quickly to customer issues, Autotask's Inventory feature can provide a basic solution for you. The Inventory module tracks the entire workflow from purchasing to installation. |
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Knowledge Base
The Autotask Knowledge Base is not just an internal repository of information, it also supports automated problem and resolution searching. Use it to build your own, organization-specific knowledge base by collecting and organizing your company's knowledge and disseminating it to your resources. |
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Opportunity Assessment
Autotask customers with an active, outbound sales effort will benefit from an integrated opportunity assessment tool that allows you to introduce a structured sales approach. Once Assessment questions have been answered, you will see the Assessment Insight on the Opportunity Detail page. |
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Add-on | Add-on | |
Opportunity Management
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Opportunity Won/Loss Reasons
Every opportunity, won or lost, provides valuable insights into your sales process. Comparing the primary reasons why you won or lost opportunities over a period of time can help to identify the strengths and weaknesses in your sales efforts. |
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Organizational Structure (Line of Business)
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Per Ticket Contracts
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Problem Management Enables Problem/Incident ticketing workflow, following ITIL guidelines. |
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Procurement
Procurement is an Inventory add-on that streamlines purchasing, receiving and delivery of items, creating a workflow from initial sale to final delivery. |
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Project Management
A project is a planned set of steps required to meet a specific business objective. Whether client facing or internal, short or long term, a project will likely include a schedule with phases, assigned tasks with set deadlines, a project team, a budget, and reports to help monitor progress. |
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Quoting
Quoting lets you create customer-facing sales proposal documents. The items offered on these documents can ultimately become billing items when the opportunity is won. |
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Quoting Prompt
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Retainer Contracts
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RMA
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Service Calls
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Service Level Management (SLA)
Service level agreements (SLAs) define your standards for service delivery, and automatically monitor your success in meeting those standards. |
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Skills Management
Skills Management tracks three areas: Skills, Certificates/Training, and Degrees. Skills track resource qualifications or abilities that are not formally certified, but are crucial to your organization. Certificates and Trainings track courses that resources have completed. Degrees track formal educational degrees. |
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Subscriptions
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Taskfire**
Taskfire lets you deliver a unique internal ticketing system to your clients, which you can deliver separately or bundled with your managed services. Taskfire is powerful enough to be a complete Internal IT system and simple enough to for your client gatekeeper to just triage tickets and decide which ones get escalated to you. |
Add-on |
Add-on | Add-on | Add-on |
Team Walls & Newsfeed
Enables internal communication tools via conversation walls/newsfeeds |
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Weekly Billable Hours Goal
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Workgroups
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**If you disable Taskfire on the Activations page, make sure it is disabled on each individual organization first. If you do not, it will prevent inactivating the organizations in the future.