Advanced Settings

Overview

This article describes the settings displayed on the Advanced Settings screen.

Field Descriptions

Password Generator

Complete the following instructions to set password complexity requirements for your password generator. The Password Generator allows you to create random passwords on the Company Passwords page, in Flexible Assets, and in Custom Templates.

To create a random password:

1. Select Settings > Advanced Settings > PASSWORD GENERATOR.
2. Enter a Length for the password. The minimum is 10, the maximum is 50.
3. Click the toggles to include lower characters (a-z), upper characters (A-Z), and numbers (0-9).
4. Select which special characters to include. The following characters are available: ! # $ % '  ( ) +  - < > = ? @  [ ] \ _ { } |
5. Click SAVE.

Purge Data

Complete the instructions below to purge Company and Organization data from ITBoost. Purging data from IBoost does not remove the data from your RMM or PSA tool. If you have an active RMM or PSA integration, the purged data syncs back to ITBoost.

To purge Company Type, Company Status, Configuration Type, and Configuration Status data from ITBoost, refer to Advanced Purge Data.

To purge data: 

1. Select Settings > Advanced Settings > PURGE DATA.
2. Select the checkboxes for the data you wish to purge.
3. Type PURGE into the TYPE TEXT field to confirm that you want to delete this data.
   
4. Click SAVE.

Login Attempts

Complete the following instructions to set the number of failed login attempts for ITBoost. By default, user accounts are locked out after three failed login attempts, though it can be changed to anywhere from one to 15 attempts. If an account becomes locked, it must be unlocked by an Admin or by a member of ITBoost support.

To set the number of failed login attempts permitted:

1. Select Settings > Advanced Settings > LOGIN ATTEMPTS.
2. Enter the desired number of login attempts.
3. Click SAVE.

Advanced Purge Data

Complete the instructions below to purge Company Type, Company Status, Configuration Type, and Configuration Status data from ITBoost. Note that purging data from IBoost does not remove the data from your RMM or PSA tool. If you have an active RMM or PSA integration, the purged data syncs back to ITBoost.

To purge Organization and Company data from ITBoost, refer to Purge Data.

1. Select Settings > Advanced Settings > ADVANCED PURGE DATA.
2. Select the checkboxes for the data you wish to purge.
3. Type PURGE into the TYPE TEXT field to confirm that you want to delete this data.
   
4. Click SAVE.

Login Methods

Visit the following documentation for more details on each method:

• Set Up ITBoost and Azure SSO
• Set Up ITBoost and SAML SSO
• LDAP Windows Server Integration
• Set Up ITBoost and Okta SSO
• Set Up ITBoost and OneLogin SSO

Knowledgebase Settings

By default, the folder structures in ITBoost are the same for the Global and Company knowledgebases. When both Global and Company toggles are off, the same folder hierarchy appears for all companies as well as the Global dashboard. Changes to one folder are enacted for all companies and the global dashboard. However, ITBoost allows you to create separate folder structures for the Global and Company structures so that changes only affect individual folders. 

When you first enable one of these settings the current folder hierarchy is removed. All existing folder hierarchies disappear from the Company or Global structures. You need to define new folder hierarchies and move articles to the new structure. If you disable the settings, the old hierarchy returns and any new articles are saved to an Uncategorized folder.

To separate folder structures:

1. Select Settings > Advanced Settings > KNOWLEDGEBASE SETTINGS.
2. Select the Global Knowledgebase toggle to remove the hierarchy currently used in the global dashboard and separate the Global structure from the Company structure.
3. Select the Company Knowledgebase toggle to remove the hierarchy currently used for companies and separate each company from the others. 
4. Click SAVE.

Integration Preferences 

This article describes how to set PSA or RMM as your preferred ITBoost integration.

To set your integrator preferences:

1. Click Settings > Advanced Settings > INTEGRATION PREFERENCES.
2. Select the toggle for either PSA or RMM.
3. Click SAVE.

CSV Export Data

You can export data from ITBoost for specific companies or for all companies at once. 

To export data: 

1. Click Settings > Advanced Settings > CSV EXPORT DATA.
2. Select an export option:
   • Export Organization Data: Exports all company data.
   • Export Specific Data: Exports data for a specific company or companies. You can search for a company by name in the Select companies... field. Multiple companies can be selected.
3. Click START. After the export finishes, the file appears in the list of downloads.
4. Click the Download icon in the Actions column to download the file to your computer. Files expire 48 hours after the export has been completed, after which they are no longer available for download.
5. Click the Delete icon in the Actions column to remove expired exports from this list view. 

Negative Feedback Alert 

To enable email alerts:

1. Select Settings > Advanced Settings > NEGATIVE FEEDBACK ALERT.
2. Click the toggle to enable negative feedback alerts.
3. Enter the email address where you would like the alerts to be sent.
4. Click SAVE.

Change Company Dashboard View

Complete the instructions below to change the default company dashboard view. Enable this option to replace the Ticket Statistics and Customer Feedback widgets with the Client Overview and Support Scope Summary widgets. This option is available if you are using a PSA integration other than Autotask^®.

To change the company dashboard view: 

1. Select Settings > Advanced Settings >CHANGE COMPANY DASHBOARD VIEW.
2. Click the toggle to enable the Alternative Dashboard view.
3. Click SAVE.

Company Passwords Popover 

Complete the following instructions to enable popover boxes for the Passwords page. Popover boxes display additional password details when you hover your mouse over the password name.

To enable popovers:

1. Click Settings > Advanced Settings > COMPANY PASSWORDS POPOVER.
2. Click the toggle to enable popovers.
3. Click SAVE.

Inactive Contacts Visibility

By default, inactive contacts are hidden.