Integrating Customer Accounts and Locations

Admin > Service Desk > RMM Integration Settings

In each Vorex™ customer account you choose to integrate, you must map Vorex™ customer accounts to VSA organizations. You must also map machine groups in each integrated VSA organization to locations in each Vorex™ customer account.

1. Select the CRM > Accounts page.
2. Select an account.
3. Click the RMM Integration tab.
4. Select the Kaseya Organization ID that corresponds to this Vorex™ customer account.
5. Add or edit a location on the Location tab.
6. Click the RMM Integration tab in the dialog.
7. Select the VSA machine group that corresponds to this Vorex™ location.
8. Repeat steps 5 through 7 for each machine group and location you want to integrate.
9. Click Save to save the customer account.
10. Repeat this procedure for each customer account you want to integrate.