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GETTING STARTED

  • Password Boss Partner Trial - QuickStart
  • Password Boss Overview Video
  • Definitions

RECENT CHANGES

QUICK REFERENCE

  • Working With the Partner Portal
  • Users
  • Groups
  • Using Password Boss to login to Microsoft MFA accounts
  • Enable Debug logs for PC

RUNBOOKS - MSP

  • MSP Best Practices
  • Security policy recommendations
  • Adding your team to Password Boss
  • Manage Partner Portal access
  • ConnectWise Manage login with Password Boss
  • Organization Backups
  • Marketing Materials

RUNBOOKS - CUSTOMERS

  • New customer deployment checklist
  • Adding customers
  • Transferring primary user account ⭐
  • Changing user license counts
  • Deleting customers
  • User - Lost Master Password
  • User - Disable 2FA for a user

INSTALLING PASSWORD BOSS

  • Windows
  • Mac
  • Terminal Server / RDS
  • iOS and Android
  • Datto RMM
  • Microsoft Intune

SHARING

  • Overview
  • Permissions
  • Creating Shares
  • Adding Items to Shares
  • Editing Shares
  • Deleting Shares

WINDOWS APP LOGIN

  • Login to Windows Apps

SECURITY POLICIES

  • Online Backups and Device Sync
  • 2-Factor Authentication
  • Remove Business Profile Items When Users are Removed
  • Force Business Items Into Business Profile
  • Disable Sharing
  • Disable Emergency Access
  • Disable Exports
  • Master Password Change
  • Backup All Business Profile Items
  • Restrict Sharing to Specific Recipients
  • Choose Location for Online Backups
  • Restrict Business Profile Items From Emergency Access
  • Choose Location for Online Backups
  • Restrict Business Profile Items From Emergency Access
  • User Change Notifications
  • Restrict Portal Access
  • Disable Password Boss on Pages or Sites
  • Password Auditing

PSA INTEGRATIONS

DIRECTORY INTEGRATIONS

  • Active Directory Connector
  • Connect Azure (Entra) AD to Password Boss
  • Synchronizing Groups
  • Sync Rules

LOGIN TO REMOTE SERVERS

  • Datto Agent Browser (RDP)
  • Datto Web Remote
  • Splashtop
  • Splashtop - Datto RMM Version
  • TeamViewer

BROWSER EXTENSIONS

  • Supported Browsers

Popular Articles

  1. Logging into websites ⭐
  2. Terminal Server / RDS
  3. System Agent Installation
  4. User Management from the Admin Portal
  5. Setup 2-Factor Authentication ⭐
  6. Elevation Types
  7. Just-in-Time (JIT Admin Login)
  8. Technician Mode - 2FA Authentication & Command Tray
  9. Agent Dialog Defaults & Customization
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