9.3 News: NinjaOne, Datto RMM, and the new sign-in

NinjaOne Integration (NEW)

• Connect NinjaOne as your PSA, or as a data integration running alongside another PSA

• Brings in your NinjaOne companies, devices, and contacts. Each device type becomes its own Flexible Item Group in the Technology Module
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• See the NinjaOne Integration article for setup

Datto RMM Integration (NEW)

• Connect Datto RMM as a data integration to sync your sites and devices into the Technology Module

• Each device type becomes its own Flexible Item Group, alongside your PSA Configurations
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• See the Datto RMM Integration article for setup

Sign-In Update

• Strategy Overview sign-in has moved to Microsoft Entra, Microsoft's modern identity platform

• The first time you sign in after the update, you'll complete a one-time setup: choose your region, enter your email, and set a password using "Forgot password?"
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• Multi-factor authentication is on by default, with verification codes sent by email. Admins can manage this for their team

Trash for Reports and Plans (NEW)

• Deleted Reports and Plans now move to a Trash section instead of being removed right away

• Restore an item from Trash, or remove it permanently when you're ready

Technology Module Enhancements

• Custom columns: add your own columns to the Technology Module (Flexible Items)

• Internal columns: mark a column as internal so it stays hidden from users with external roles

• Grouping defaults for Configurations: synced Configurations are grouped automatically when they arrive, so onboarding a new integration is faster
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• Product ID (model number) mapping: map a device's model number to Product ID to support warranty lookups that require it, such as certain HP warranties

• Filters in the Flexible Items module are now saved per user, so your view no longer changes when a teammate changes theirs

Budget and Roadmap Enhancements

• Fiscal year: set your fiscal year start in General Settings, with a per-company override. New and draft Budgets follow the fiscal year you choose

Per company:

Account default:

• Default Name and Grade columns now appear on the Budget and Roadmap

Arya AI

• Arya has moved to Azure AI Foundry and now runs on updated GPT models for more capable responses

Office 365 Module

• Filters in the Office 365 module are now saved per user instead of per account

Design and UX

• Empty icons on Plans and Plan Templates now appear only on hover for a cleaner view
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• Beta labels removed across the app