> ## Documentation Index
> Fetch the complete documentation index at: https://kb.mspprocess.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Step 1: Creating an API User in Kaseya BMS

> Introduction Configuring the MSP Process platform to work with your Kaseya BMS server is a two-step process; first you need to create an API user in Kaseya…

### Introduction

Configuring the MSP Process platform to work with your Kaseya BMS server is a two-step process; first you need to create an API user in Kaseya BMS, and then you need to provide the API User's credentials to the MSP Process platform. This KB article will cover the first step; the second KB article is available [here](https://kb.mspprocess.com/msp-process/settings/psa-integrations/kaseya-bms/step-2-configuring-msp-process-to-communicate-with-kaseya-bms.md).

### Creating a Custom Role for the API User

1. Navigate to **Admin -> Security -> Roles**
2. Click the **New** (

   ) button to create a new Security Role

   1. Name the role something that's easily understood, such as **"MSP Process API User"**
   2. Ensure that the **Role Type** is set to *Internal*, and the **Status** is set to *Active*
   3. Click the **Save** (

      ) button to save the Security Role
   4. In the **Service Desk** category, click the **Allow View All** and **Allow Modify All** buttons
   5. In the **CRM** category, enable the **View** permission for **Accounts** and both **View** and **Modify** for **Contacts**
   6. Click the **Save** (

      ) button to save your changes

### Creating an API User in Kaseya BMS

Note: these instructions were sourced from [this Kaseya BMS KB article.](https://helpdesk.kaseya.com/hc/en-gb/articles/360016897877-BMS-API-Dedicated-API-integration-account-in-PSA)

1. Login to your Kaseya BMS server
2. Navgiate to **Admin ->** **HR -> Employees**
3. Click the **New** (

   ) button to create a new user, and specify the following values:

   1. **User Name:** MSPProcessAPIUser
   2. **First Name:** MSP Process
   3. **Emp ID:** Whatever number makes sense for your organization
   4. **Email Address:** *[mspprocessAPIUser@.com](mailto:mspprocessAPIUser@.com)* (note that you'll need this to be a valid e-mail whose inbox you can access)
   5. **Job Title:** Administrator
   6. **Department:** Administration
   7. **Manager:** Pick an appropriate Manager within your organization
   8. **Employment Type:** Full Time
   9. **Employee Roles:** Administration
   10. **Security Roles:** Choose the Security Role that you created (i.e. *MSP Process API User*)
   11. **Location:** Pick an appropriate location
   12. **User Type:** Api Employee
4. *

   -
5. Click the **Save** (

   )button to save the new user
6. Edit the user account, and click the **Reset and Send Instructions** button; when you receive that e-mail, change the password and save it, as we'll need the e-mail address of the user and the password in the second KB article.

### Conclusion

Congratulations! You've now created a custom Security Role and an API user in Kaseya BMS, and you're ready to following the instructions in our second KB article, available [here](https://kb.mspprocess.com/msp-process/settings/psa-integrations/kaseya-bms/step-2-configuring-msp-process-to-communicate-with-kaseya-bms.md).


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