PSA Connection Guides
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      Kaseya BMS Connection Guide

      A step-by-step guide to getting your Kaseya BMS account connected.

      1. Upon initial registration of your new Gradient MSP account, you will select Kaseya BMS and click Next. You will then be presented with a connection checklist. Please gather these items before progressing to the next page. Let's head over to Kaseya BMS.
      2. Login to Kaseya BMS.
      3. Navigate to Admin > Security > Roles.
      4. Select New (N) to create a new Security Role.
        Security Roles
      5. Give the Security Role a Name, and set the Role Type to Internal
        Security Role name
      6. Click Save in order to set permissions.
      7. In the Admin section, ensure Special Features Has API Access is checked.

        Api Special Features
      8. Select Save (S) to save the Security Role.
      9. Navigate to Admin > HR > Employees.
      10. Select New (N) to create a new API Employee.

      11. Set the New Employee User Type API Employee and assign the Security Role that you created in the previous steps.

        new employee user type
      12. Click Save (S) to complete the creation of the New Employee.
      13. An email will be sent to the email address specified in the employee creation steps. This email will contain the User Name, Password, and Company to be used within Gradient.
      14. Flock back over Gradient and input your Username, Password, Company Name (Tenant ID), and Fully Qualified Domain Name (kaseya.example.com) into the Setup Wizard.

      Congratulations, you've successfully connected your PSA!'