Guides
Use the categories or search to find what you need — setup walkthroughs for every connector, plus how-to articles for the workspace itself.
37 guides · setup walkthroughs · workspace how-tos
Getting started
A 15-minute walkthrough from first login to your first customer appearing in the account hub.
Using Vectis
Where data flows in the product — the customer hub, rules engine, tickets, alerts, and the surfaces every team lives in day-to-day.
The customer hub
The single page where every connected tool's data for a given customer comes together. Navigation, panels, and inline actions.
Rules engine
Cross-tool automations: triggers, conditions, actions, dry-run mode, and the templates that ship with every workspace.
Tickets and inline actions
Reading, replying to, and closing PSA tickets from inside Vectis. Status transitions and write-back guarantees.
Alerts
RMM critical alerts, backup failures, and security posture — how Vectis surfaces and dedupes them on the customer hub.
Asset lifecycle
Warranty, OS end-of-life, and past-standard-age detections from connected RMM data. Refresh-cycle planning.
Money Found and Licensing
Uncontracted licenses, below-margin SKUs, and the weekly revenue-recovery digest.
Audit log
What gets logged, how to query it, and how the audit trail backs your evidence packs for compliance reviews.
Customer portal
Letting your customers see their own tickets, assets, and backup status. Branding, access control, and per-customer toggles.
Developers
Bring your own MCP client, hit our OpenAPI surface, or wire Vectis into the agent stack you already run.
Connect your tools
Step-by-step setup for every PSA, RMM, backup, network, billing, and lifecycle tool Vectis talks to.
PSA
ConnectWise Manage
Generate API keys, pick a service board, and run your first sync. Covers common 401/403/clientId errors.
Autotask PSA
Create an API user, scope resource permissions, and match companies to RMM organizations.
HaloPSA
Configure an API application and map clients across your stack.
RMM
Backup
Datto BCDR
Connect the partner API and surface backup failures on the customer hub.
Keepit
Connect your Keepit MSP account to sync per-customer SaaS-backup health and audit-log events.
Veeam VSPC
Connect the VSPC REST API to sync companies, backup jobs, and the event stream.
Documentation
Hudu
Pull per-customer runbooks and passwords into the account hub sidebar.
IT Glue
Sync organisations, documents, configurations, and flexible assets into the customer hub.
Egnyte
Mint a developer access token, point Vectis at your clients root folder, and surface each customer's folder + recent files on their hub page.
Distribution
Productivity
Network
UniFi (Ubiquiti)
Mint a Site Manager API key, auto-discover every customer console, and map sites to Vectis customers.
Meraki (Cisco)
Generate a Dashboard API key, sync orgs and networks, and map (org, network) pairs to Vectis customers.
Aruba Central (HPE)
Create an OAuth app in API Gateway, mint access + refresh tokens, and map sites to Vectis customers.
Warranty
Dell warranty lookup
Request a Dell TechDirect API key, connect it, and enrich every Dell asset with real warranty end dates and service levels.
Lenovo warranty lookup
Get a Warranty Lookup API ClientID from your Lenovo representative, connect it, and enrich Lenovo assets with manufacturer warranty dates.
HP / HPE warranty lookup
Request HP Warranty API access, create an API key + secret in the HP Developers portal, and enrich HP assets with Care Pack warranty dates.
Billing
Account
Identity
SSO with Okta
OIDC or SAML setup for Okta: app registration, attribute mapping, and the round-trip test before enforcement.
SSO with Microsoft Entra ID
OIDC via app registration + client secret (recommended), or SAML via enterprise apps for orgs standardized on SAML.
SSO with Google Workspace
SAML via the Workspace admin console, or OIDC via a Google Cloud OAuth client.
SSO with JumpCloud
OIDC or SAML setup with JumpCloud: custom app, user-group attachment, signed-response requirement.
Popular guides
The pages most visitors open first — start with these if you don't know what to ask.
The customer hub
The single page where every connected tool's data for a given customer comes together. Navigation, panels, and inline actions.
Rules engine
Cross-tool automations: triggers, conditions, actions, dry-run mode, and the templates that ship with every workspace.
NinjaOne
Register an OAuth client, pick the right region, and match organizations to your PSA customers.
ConnectWise Manage
Generate API keys, pick a service board, and run your first sync. Covers common 401/403/clientId errors.
Microsoft 365
App registration, scope selection, and license + mailbox sync from Graph.
SSO with Okta
OIDC or SAML setup for Okta: app registration, attribute mapping, and the round-trip test before enforcement.