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CloudM Smart Teams

If you manage a Google Workspace domain, you will be very familiar with Organizational Units (OUs) and how they can be used to group users together, making managing a large number of employees significantly easier.

But, one of the disadvantages we found when using OUs was that, inherently, they were very structured and hierarchical – A user could only belong to one OU at a time.

If a user was in the Marketing OU, they would have access to all the shared Marketing resources. But, if you wanted to add the Marketing Team Lead to another “Manager” OU so you could assign a more complex offboarding policy, they would lose access to the Marketing resources. Far from ideal. Far from flexible.

So, we created a way to give you the flexibility to group users together, without breaking your OU structure, whilst assigning bespoke workflows and automations to meet the requirements of their role. We call these group types Smart Teams.

Let’s take a look at a “Manager” Smart Team, as an example, and explore some of the cool things you can do in CloudM:

  • You can make the Smart Team dynamic and set it so users that have a tag added to their profile (e.g. Manager) will be added to the group automatically.
  • You can set a bespoke Email Signature template for all Managers. For example, you may wish for your Management Team to have their personal LinkedIn accounts displayed instead of the company account.
  • You can automatically share access to Management calendars and documents.
  • You can set a different offboarding policy that might include additional steps (such as requiring manual confirmation or archiving data to a different Storage bucket).
  • You can set a custom Security policy that requires a Manager to use a more complicated, and secure, password to access CloudM (as they are more likely to have admin access to features).

Smart Teams aren’t just reserved for creating custom policies for Management, and you don’t have to make such wholesale changes as shown on the previous example.

In fact, some of the best uses of Smart Teams are when you want to make one small change to a few policies or share resources with a select group of employees.

  • You can add a custom footer to the bottom of the email signature of any user that is going to attend an event or convention, so that your customers, partners and suppliers that are attending know you will be there.
  • You can share calendars and documents with all your First Aiders, regardless of location or department.
  • You can set a quicker, less detailed offboarding policy for all temporary/seasonal staff.

Want to find out more?

Check out our Smart Teams video on YouTube and visit our CloudM website, or book a 15 minute discovery call to speak to one of our brilliant team.

YouTube

About Version 2 Digital

Version 2 Digital is one of the most dynamic IT companies in Asia. The company distributes a wide range of IT products across various areas including cyber security, cloud, data protection, end points, infrastructures, system monitoring, storage, networking, business productivity and communication products.

Through an extensive network of channels, point of sales, resellers, and partnership companies, Version 2 offers quality products and services which are highly acclaimed in the market. Its customers cover a wide spectrum which include Global 1000 enterprises, regional listed companies, different vertical industries, public utilities, Government, a vast number of successful SMEs, and consumers in various Asian cities.

About CloudM
CloudM is an award-winning SaaS company whose humble beginnings in Manchester have grown into a global business in just a few short years.

Our team of tech-driven innovators have designed a SaaS data management platform for you to get the most from your digital workspace. Whether it’s Microsoft 365, Google Workspace or other SaaS applications, CloudM drives your business through a simple, easy-to-use interface, helping you to work smarter, not harder.

By automating time-consuming tasks like IT admin, onboarding & offboarding, archiving and migrations, the CloudM platform takes care of the day-to-day, allowing you to focus on the big picture.

With over 35,000 customers including the likes of Spotify, Netflix and Uber, our all-in-one platform is putting office life on auto-pilot, saving you time, stress and money.

Integrating with ConnectWise and Autotask

Integrations are an oft-requested item from customers and prospects of JumpCloud. This is especially true with our Managed Service Providers (MSPs) who use many tools to run their business efficiently. One of the most common tools MSPs use are Professional Services Automation (PSA) tools. These PSA tools serve several purposes: CRM, project management, help desk management, billing, and invoicing (to name a few). 

Most IT Admins start their day with a cup of coffee (at least they do in the US) and an email check-in for any urgent issues. They spend a great part of their day solving support tickets, responding to phone calls, and answering emails from end users in addition to trying to get ahead on any projects. However, the process to access the information they need to solve support tickets can quickly become untenable, which will always take away from strategic projects and initiatives. 

Having different systems and communication tools to solve problems can in itself be very time consuming. In order to simplify that process, we built a native connector from JumpCloud to PSAs such that, when an important alert is generated on any of your clients, a ticket gets created in your PSA and assigned to a tech or a queue automatically. This helps technicians more quickly respond to client issues by centralizing the pertinent information they need in their preferred platform of action.

Helping Admins Stay on Top of Issues

JumpCloud’s open directory platform generates alerts that require an admin to take action and fix. Some common alerts include: 

  • User Lockout: This is generated when a user has tried to login to their managed device with a wrong password too many times. They are now locked out and in need of being unlocked. 
  • Password Expiration: A user’s password has gone past the organization’s threshold for number of days of usage.
  • Sudo Admin Access Granted: A user has been granted superuser access on a device or a group of devices. This access might need to be revoked to avoid accidental damage.

When such actionable alerts are generated, MSPs can configure them to automatically create tickets in their PSA. Then they can take pre-emptive action before the user calls or submits a support request.

Configuring the Integration

Here are the 3 things you need to do to set up an integration to your PSA from JumpCloud:

1) Authentication

ConnectWise Manage requires you to have a public key and private key combination in order to authenticate and set up the integration.

Autotask requires you to have an API key and secret.  

2) Company Mapping

Map the companies in your PSA to the organizations in JumpCloud to ensure that the ticket is properly associated with the company that had the alert.

3) Configure and Enable Ticketing

Turn on ticket generation overall and configure the alert level. Every alert can be assigned a priority, status, source, due date and resource or queue assigned to.

Congratulations! You are good to go and should start receiving tickets in your PSA when important alerts happen. 

Want to check out more integrations? Not a partner yet? Sign up here to trial JumpCloud For MSPs!

About Version 2 Digital

Version 2 Digital is one of the most dynamic IT companies in Asia. The company distributes a wide range of IT products across various areas including cyber security, cloud, data protection, end points, infrastructures, system monitoring, storage, networking, business productivity and communication products.

Through an extensive network of channels, point of sales, resellers, and partnership companies, Version 2 offers quality products and services which are highly acclaimed in the market. Its customers cover a wide spectrum which include Global 1000 enterprises, regional listed companies, different vertical industries, public utilities, Government, a vast number of successful SMEs, and consumers in various Asian cities.

About JumpCloud
At JumpCloud, our mission is to build a world-class cloud directory. Not just the evolution of Active Directory to the cloud, but a reinvention of how modern IT teams get work done. The JumpCloud Directory Platform is a directory for your users, their IT resources, your fleet of devices, and the secure connections between them with full control, security, and visibility.

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