Logo
Open Register Sign in

Using IT Glue

In this section you will find articles that will allow you to learn more on using the basic features of IT Glue.

  • Get to Know IT Glue

    • IT Glue glossary of common terms
    • Introduction to flexible assets
    • Introduction to the key concepts
    • Relationship mapping (related items/tagging)
    • Structure and navigation
    • View global lists
    • Revisions to core and flexible assets
    • Quick guide for the IT Glue browser extension
    • Search Best Practices
    • What Academy can do for you
    • IT Glue's Keys to Success
    • Search
    • Using IT Glue Search
  • IT Glue Mobile App

    • Quick guide for the IT Glue Mobile App
    • IT Glue Mobile App - Configurations
    • IT Glue Mobile App - Contacts
    • IT Glue Mobile App - Passwords
    • IT Glue Mobile App - Locations
    • IT Glue Mobile App - Flexible Assets
  • Your User Account

    • Set up multi-factor authentication (MFA)
    • Log in and out of your account
    • Change or reset your IT Glue password
    • My Settings (Previously Edit your profile)
    • Recover a lost MFA code for an Administrator
    • Troubleshooting MFA login
  • Permissions

    • Custom Roles
    • The Vault
    • Bulk Security for Passwords
    • Control access with security permissions
    • About roles and permissions
    • About permissions for asset types
    • Edit an asset's permissions
    • MyGlue user roles, groups, and permissions
  • Organizations

    • About organizations
    • Add and delete organizations
    • When to use sub-organizations
    • Set an Organization's primary location
    • Add a note to an organization
    • Organizations home page
    • Organizations sidebar
    • Customize sidebars based on groups
  • Flexible Assets

    • Quick guide for flexible assets
    • What flexible asset templates are available?
    • Where to document various IT assets
    • Flexible asset field definitions
    • Create Tag fields
    • Revert to the standard flexible asset design
    • How do I edit, delete, disable, or enable flexible asset types?
  • Documents

    • Document Expiration
    • Quick guide for documents
    • Import documents in to IT Glue
    • Copy and move documents between organizations
    • Copy and paste text and images from outside sources
    • Create documents with inline images
    • Document permissions options
    • Develop your internal knowledge base
    • Organize your documents with folders
    • Adding and removing folder security
    • Create standard operating procedures (SOPs)
    • Create a client-only documents area
    • Add sub-docs to documentation
    • A quick tour of editing
    • View the audit trail for a document
  • Checklists

    • Checklist best practices
    • Create a basic checklist
    • Create a checklist template
    • Add assets to the Organization Sidebar
    • Workstation deployment checklist
    • Employee onboarding checklist
    • Training session checklist
  • Manage Content

    • Archiving Assets
    • Office Cloud Editor
    • Flags
    • GlueFiles
    • Bulk Delete
    • Bulk Move
    • Embed a PDF inside a document
    • Embed video and web-based content
    • Support for embedded content in flexible assets
    • Embed Lucidchart Diagrams
    • Set up a Lucidchart team account
    • Embed Visio Online Documents
    • New @relate feature for documents
    • New way to customize the organizations sidebar
  • Security

    • Active Directory (AD) Security Groups
    • Password Access Workflow in IT Glue
    • Generating One-Time Passwords (OTP)
    • Adding and removing password folder security
    • IT Glue is SOC 2 compliant
    • About password security and encryption
    • What is IT Glue's cloud hosting environment?
    • Can IT Glue staff access my data?
    • Is my data secure with IT Glue?
    • What is the session timeout length?
    • How do I copy a password without viewing it?
    • Choosing between general and embedded passwords
    • Responsible Security Reporting and Disclosure
  • Miscellaneous

    • Suggest A Feature Portal Guidelines
    • Tips for creating an efficient support ticket
    • Contacting IT Glue support
    • Subscribing to IT Glue Announcements
    • About the System Status page
    • Feature request portal
    • Working with dates and times
    • Solving browser issues
    • Restoring deleted items
    • Attaching files to IT Glue assets and documents
    • Copying assets in IT Glue
    • Understanding and deleting duplicates
    • Merging duplicate organizations
    • Why Can't I See RMM Data in Configuration List View?
More About IT Glue
  • About us
  • Blog
  • Terms of Service
  • Privacy

Elsewhere
  • Developer docs
  • GitHub repository
  • System status
  • Request a feature
Account and Support
  • Back to your account
  • Troubleshoot MFA sign-in
Quick Guides
  • Documents
  • Workflows
  • Flexible Assets
  • IT Glue Chrome Extension
  • IT Glue Mobile App