Linking or unlinking your Autotask and RMM user profiles

SECURITY  Users for whom Datto RMM Integration is activated

BEFORE YOU BEGIN  Before you can link your Autotask and RMM user profiles, single sign-on must be enabled on the Autotask Integration page in RMM. Refer to this topic in the RMM Online Help: Configure single sign-on.

If the profile and user account are not linked:

1. Navigate to Left Navigation Menu > Datto RMM or click any Datto RMM sub-menu.

The Datto RMM login page will open.

2. Enter your login credentials.

Once you have logged in successfully, you will see the following prompt: "Do you wish to link your Autotask username to this Datto RMM username? If you do, you will no longer be required to enter your credentials when linking between Autotask and Datto RMM."

3. Click Yes to create the linkage that will enable single sign-on between Autotask and Datto RMM. Click No to proceed without permanent linkage.

IMPORTANT  When establishing the SSO link, make sure that you link your Autotask instance to the correct RMM account; that is, ensure that the RMM login credentials you enter belong to the RMM account integrated with your Autotask instance.

NOTE  If you have not yet linked valid RMM credentials to your Autotask user profile and an RMM session is already open in this browser, you will be directed to the desired RMM page, but no linkage will be created between the Autotask user profile and the RMM user account.

SECURITY  All Users

NAVIGATION  My > Miscellaneous > Profile

If you have permission to use the links to Datto RMM from the Autotask menu, the ticket page and the device page, and single sign-on has been enabled on the Autotask Integration page in RMM, your Autotask user profile can be linked to your Datto RMM user account the first time you follow one of these links. You will be prompted to log into Datto RMM and, after you enter your credentials, will have the option to link your user accounts.

Once you have done so, you will be able to navigate to RMM pages without additional authentication.

You can unlink your Autotask user profile and Datto RMM user account on the Datto RMM tab of your User Profile page:

• Click the Unlink Datto RMM Username button.