Welcome to Kaseya 365
If you are a Kaseya 365 customer, you will use your Datto EDR or Datto AV module to power your Security component.
Kaseya 365 provides seamless access to core functions in Endpoint Management, Security, and Backup. These solutions are joined under one subscription, effortlessly integrated, and live with the unified interface experience of IT Complete.
If you are not a Kaseya 365 customer yet, learn about what this subscription offers.
If you just purchased Kaseya 365, learn how to get started with each component.
Getting started with Datto EDR and Datto AV
To access Datto EDR or Datto AV as one of your Kaseya 365 modules, you have the following options:
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Click the Log in to Access link next to the module name in your Kaseya 365 welcome email.
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Log in to Datto Partner Portal. Refer to the next section, Accessing modules through Datto Partner Portal, for details.
IMPORTANT If you don’t have a user account in your company’s Datto Partner Portal or EDR instance, your Admin will need to create one for you before you can log in.
Accessing modules through Datto Partner Portal
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Go to auth.datto.com. The login page opens:
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Log in using your Datto Partner Portal credentials.
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Depending on your current access, you will see one of two pages when you log in:
Admin page
Account Selection page
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If the Admin page opens, hover over your account name in the upper-right corner of the header and click Switch Account:
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On the Account Selection page, click Continue in the Datto EDR instance tile.
IMPORTANT To access Datto AV, you will use your Datto EDR module. Configure Datto EDR before configuring Datto AV.
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The application opens, and self-guided onboarding will launch if this is your first time accessing the module and you are an administrator.
Learning and onboarding resources

If you are new to Datto EDR, take the self-paced onboarding to quickly get up to speed.
Self-guided onboarding is available for your Kaseya 365 modules when the first administrator logs in. The onboarding will walk you through each part of the application that needs to be configured for your company to start using the product right away.
A welcome shoutout will appear the first time you log in. If another message appears, you will need to refresh the page to see your welcome shoutout:
You can also access your onboarding any time from the Tasks tab of your onboarding menu. The Tasks tab is available through the help icon or the graduation cap icon, depending on the module:
After you finish (100% complete) all your onboarding tours, the Tasks tab disappears after 90 days. To replay the self-guided tours, go to the Show me tab of your onboarding menu:

Take our free Kaseya Certified Technician in Kaseya 365 course through Kaseya University (KU). Use the Search functionality in KU (search for Kaseya 365) to find the course.
Optimizing your workflow
Kaseya 365 includes 20 essential automations powered by your Kaseya 365 component integrations.
The following are the essential automations you benefit from with Datto EDR and Datto AV.
Datto EDR and Datto AV integration in Datto RMM
Automation | Purpose | Value | Learn more |
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SmartLook:
Datto EDR events in Datto RMM dashboards |
Perform basic health checks, like ensuring security threat alerts and active agents demonstrate full coverage of client environments. | Datto EDR security threat alerts and data are pulled directly into a prebuilt Datto RMM dashboard template that combines additional tools for security monitoring. | Adding the Datto EDR & Security dashboard in Datto RMM |
True-Sync:
Datto EDR security event collation into Datto RMM alerts |
Centralize alerts into a primary alerting module and consolidate events. | Datto EDR events are grouped into a single alert and join the main feed of Datto RMM alerts. This reduces noise and simplifies the management of Datto EDR events. | Datto RMM Endpoint Security alerts: diagnostic information |
True-Sync:
Datto AV agent installation and health status in Datto RMM |
Perform basic health checks, like ensuring Datto AV is running on all endpoints in client environments. | The Datto AV status becomes a field in Datto RMM for searching, filtering, and scripting. Its installation coverage and health status are pulled directly into a prebuilt Datto RMM dashboard template that combines additional tools for security monitoring. | Datto RMM Endpoint Security overview |
True-Sync:
Datto EDR deployment through native Endpoint Security policy in Datto RMM |
Protect endpoints faster and reduce deployment time for Datto EDR. | By enabling an out-of-the-box policy in Datto RMM, Datto EDR takes seconds to deploy to a targeted set of endpoints. Deeplinks between the two modules keep you one click away from either portal. | Endpoint Security policy in Datto RMM |
Datto RMM integration in Datto EDR and Datto AV
Automation | Purpose | Value | Learn more |
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Endpoint Shortcut:
Datto RMM Web Remote from Datto EDR or Datto AV hosts |
Navigate directly from a Datto EDR detection alert into the actual machine to verify the threat. | The natural course for investigation into almost any threat response is to remote into the machine referenced in the event. Datto RMM integrates with Datto EDR to instantly transport you to the asset you need to investigate. | Web Remote in Datto RMM
Opening Web Remote from a Datto EDR alert |
True-Sync:
Datto EDR location sync from Datto RMM |
Onboard onto Datto EDR faster. | This integration ensures your existing sites from Datto RMM seamlessly operate as Datto EDR locations. | Sync behavior between Datto EDR and Datto RMM
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Datto EDR and Datto AV integration in RocketCyber
Automation | Purpose | Value | Learn more |
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SafeCheck:
RocketCyber monitoring for Datto EDR and Datto AV |
Glean better insights into suspicious activities that affect an endpoint. | Integration of Datto EDR provides greater endpoint telemetry data for Managed SOC analysis. | Datto EDR and Datto AV integration in RocketCyber |
Ransomware Detection
Automation | Purpose | Value | Learn more |
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One-Deploy:
Ransomware detection native deployment in Datto EDR |
Minimize the time required to deploy ransomware detection and rollback on endpoints. | Ransomware detection controls are embedded directly into policy configuration, the central place for managing threat mitigation. Decide at scale how ransomware should be managed on a targeted group of endpoints. | Ransomware Detection in Datto EDR
Ransomware Rollback in Datto EDR |
For a full list of the automations available through Kaseya 365, refer to the Automations section in the Kaseya 365 overview.