You know how weird it is to walk into a mall you've never been in before?
Like, you don't know where the store is you're looking for, where to find the
food court, or even a restroom if you really needed one. Frustrating, right?!
That's why malls invented the Mall-manac: a helpful, insightful map (or "almanac") of the whole mall. Your perfect guide to navigate without worry or frustration.
Friends, consider this your Mal-manac.
. . . or, Boost-manac. Whatever. It's helpful.
Let's take a quick look at how to get to (and use) the System Settings.
Now, mind you, the System Settings are only accessible by Admins. If you're supposed to be an Admin and you don't have the Toolkit icon, check with the Admin who created your user name, or email Support or use the in-app chat to talk to Support.
This is a quick overview, so if you want more detail, just click on its respective link.
1. Log in to ITBOOST. (Need help? Click here!)
2. The top of your ITBOOST screen should look similar to this:
3. See that gear-shaped Toolkit icon next to your Avatar? Click that!
4. A dropdown menu will appear.
And here we are! Now, let's take a peek at what each of these can do for you:
(Remember - just click the underlined phrase in each section to be taken to a more detailed page about each)
Organization Settings and Company Branding
This is where you'll add all the details about your organization. You can even help enhance your company branding by adding your logo here.
On this page, you can find all your financial and license info, such as:
- Your Status (active or inactive)
- The number of both your Licenses Included and those Currently in Use
- The date your account was activated
- Your Billing Cycle Date
- When your Next Bill is
You can also update your Payment Method, Billing Information and Payment Information, as well as view your Invoices History.
Your Completion Report is a rather useful function: it gives you a "30,000-foot view" of your business with documentation of your clients' data. If a client is missing any information, this is where you'd go to find it.
Obviously, this is where you'll review and keep an eye on your Mapping. There are tabs to allow you to switch between LabTech Company Mapping, PSA Ticket Mapping, Company Merging, and Labtech Configuration Merging.
You'll assign roles (Admin, Active, Inactive, Internal, External, TV User, etc.) to your users here.
This is where you'll add and edit the info of your users. When you create a new user, they'll receive an email invitation to complete their account.
Sometimes we just want to see how all our syncs are doing. Or, maybe we need to pause a sync for a while. This is where you'll do it.
You can add new things to integrate or edit the details of your current integrations in this area.
Master Data Tables
We also have a great place for you to build out your data here. Check out our Master Data Tables.
Here, you can utilize existing templates, or be creative and build one of your own from scratch! We'll show you how.
For when you need to do the finer things. Here, you can make requirements for your users’ Passwords, Purge Data, set the number of allowable Login Attempts, require your users to use an LDAP login, visit your Global Knowledgebase Folder, set your Integration Preferences, Export Data, create automatic email alerts for Negative Client Feedback, change your Company Dashboard View, adjust your Company Passwords Popover Settings, and set your Inactive Contacts Visibility.
We all want to be notified of important things. Especially when our important things are about to expire. Set your preferences here.
Need some more help? Click here to head back to the knowledgebase for some more handy-dandy tips.