{"id":5646,"date":"2020-05-27T14:33:38","date_gmt":"2020-05-27T13:33:38","guid":{"rendered":"https:\/\/www.n-able.com\/?p=5646"},"modified":"2021-04-07T14:40:26","modified_gmt":"2021-04-07T13:40:26","slug":"benefits-automating-password-and-documentation-management","status":"publish","type":"post","link":"https:\/\/www.n-able.com\/pt-br\/blog\/benefits-automating-password-and-documentation-management","title":{"rendered":"Benefits of Automating Password and Documentation Management"},"content":{"rendered":"<div class=\"field field--name-body field--type-text-with-summary field--label-hidden field--item\">\n<p>Effectively managing passwords and documentation can be two of the biggest headaches for managed services providers (MSPs).<\/p>\n<p>With so many different systems and programs in use, managing the passwords needed to access them can present real challenges. Being able to manage these passwords effectively leads to more consistent and stronger password usage, which equals greater security. A robust password management solution can help you do this while also making account access seamless by automatically filling password fields directly from the password manager. This ultimately helps techs be more productive and helps ensure they follow\u00a0<a class=\"ext\" href=\"https:\/\/www.passportalmsp.com\/blog\/5-best-practices-for-storing-company-passwords\" target=\"_blank\" rel=\"noopener noreferrer\">password best practices<\/a>.<\/p>\n<p>Documentation, on the other hand, provides a different type of challenge. Keeping good records is an essential part of an MSP\u2019s job, as it ensures that all techs have access to all relevant customer notes and setup documentation, allowing them to get jobs done quickly and efficiently. As your MSP scales, keeping track of all\u00a0managed assets, devices, systems, and line of business applications and their licenses can become time-consuming and laborious. On top of that you also have to manage all case notes from your customer tickets. Leaving client data in the hands of specific employees leads to considerable pain when the employee is unavailable because they\u2019re either sick or busy or when they leave the company. Consistent and\u00a0<a class=\"ext\" href=\"https:\/\/www.passportalmsp.com\/msp-documentation?promo=blog\" target=\"_blank\" rel=\"noopener noreferrer\">up-to-date documentation<\/a>\u00a0helps your team save time by ensuring they have the information they need when they need it to continue supporting the clients regardless of the availability of an account\u2019s primary technician.<\/p>\n<p>Being able to manage both these critical functions from one secure, centralized location means customers\u2019 sensitive information can be kept safe and at the ready for your team when needed. On top of this, you can view documentation on an account then immediately sign in with one-click access via a strong password manager.<\/p>\n<p>But that\u2019s just the start of how it can benefit your MSP business.<\/p>\n<h3>The power of automating workflows<\/h3>\n<\/div>\n<div class=\"field field--name-field-blog-paragraphs field--type-entity-reference-revisions field--label-hidden field--items\">\n<div class=\"field--item\">\n<div class=\"paragraph paragraph--type--blog-section paragraph--view-mode--default clearfix\">\n<div class=\"sidebar-width-40\">\n<div class=\"field field--name-field-sidebar field--type-entity-reference-revisions field--label-hidden field--item\">\n<aside class=\"paragraph-align-right pull-right paragraph paragraph--type--blog-cta paragraph--view-mode--default\">\n<div class=\"explore-box quick-cta\">\n<div id=\"solar-features-trial\"><\/div>\n<\/div>\n<\/aside>\n<\/div>\n<\/div>\n<div class=\"blog-section-content\">\n<p>Taking things a step further, being able to automate some of the more repetitive tasks within these functions can bring real benefits to your business. By analyzing\u00a0your activity, you will likely discover a whole raft of predictable, routine tasks\u00a0that can be transformed into\u00a0automated\u00a0workflows.<\/p>\n<p>For example, think about having to send out reminders for every license renewal deadline. Doing this manually can become an ongoing responsibility that pulls your team away from more important work, so being able to automate this task has obvious benefits.\u00a0Additionally, monitoring\u00a0and executing periodic maintenance tasks such as updates, renewals,\u00a0and extensions can result in an inefficient use of the technician\u2019s time.\u00a0Again, being able to automate at least some (or all) of these processes will help you become more efficient. Similarly, from the point of view of password management, ensuring all users follow proper password update protocols is essential. However, renewals can easily be missed if done manually, so automating the process will not only improve efficiency but security as well.<\/p>\n<p>With a system like\u00a0<a class=\"ext\" href=\"https:\/\/www.passportalmsp.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">SolarWinds<sup>\u00ae<\/sup>\u00a0Passportal + Documentation Manager<\/a>, you can create custom workflows that dictate certain actions happen when certain events\u202fare triggered\u202for specific thresholds are exceeded.\u00a0These actions include creating a PSA ticket, sending\u00a0a notification on your collaboration platform (i.e., Slack or Microsoft Teams), or delivering an email to a defined recipient.\u00a0Here are some of the ways this can help improve the efficiency of your MSP business:<\/p>\n<ul>\n<li>It can ensure that you don\u2019t lose sight of important dates that can significantly affect your team\u2019s ability to help customers.\u00a0In just\u00a0a matter of minutes,\u00a0you can\u00a0set notifications for\u00a0domains, SSL certificates, licenses,\u00a0and assets\u00a0upcoming\u00a0expirations\u00a0and act efficiently to renew those on time.<\/li>\n<li>It can help you manage account access. By accessing usage reports you can see who has accessed or logged into which system and when,\u00a0and then set triggers. Such triggers include logins within\u00a0a\u00a0specified\u00a0time period,\u00a0number\u00a0of\u202ffailed\u202flogin attempts, or a login or log out attempt occurred outside a\u00a0trusted\u202fIP\u202faddress.<\/li>\n<li>It can help you keep track of what has changed with documentation. Documentation Manager now allows you to set and send\u00a0notifications\u00a0for\u00a0any time an article is\u00a0added,\u00a0edited, rolled back to a previous version, expired, viewed, published, or disabled.\u00a0It also enables notifications for articles being moved, or templates being added, updated or disabled.\u00a0This helps you stay in control in real time with the changes\u00a0made\u00a0in\u00a0customers\u2019 and MSP\u2019s\u00a0documentation.<\/li>\n<\/ul>\n<p><strong>To find out more about using the automated workflow features in SolarWinds Passportal + Documentation Manager, visit our\u00a0<a class=\"ext\" href=\"http:\/\/documentation.solarwindsmsp.com\/passportal\/documentation\/Content\/settings\/auto-workflow.htm\" target=\"_blank\" rel=\"noopener noreferrer\">documentation on the feature<\/a>.\u00a0<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><em>Marilena Levy is product marketing manager, SolarWinds Passportal, at SolarWinds MSP. \u00a0<\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Manually managing all the aspects of documentation and passwords can be a real challenge for MSPs. Find out the power of automating workflows.<\/p>\n","protected":false},"author":33,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-5646","post","type-post","status-publish","format-standard","hentry","topic-security"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Benefits of Automating Password and Documentation Management - N-able<\/title>\n<meta name=\"description\" content=\"Manually managing all the aspects of documentation and passwords can be a real challenge for MSPs. Find out the power of automating workflows.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.n-able.com\/pt-br\/blog\/benefits-automating-password-and-documentation-management\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Benefits of Automating Password and Documentation Management - N-able\" \/>\n<meta property=\"og:description\" content=\"Manually managing all the aspects of documentation and passwords can be a real challenge for MSPs. 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