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Follow this guide to start using Gorelo. This guide walks you through the initial steps to get your account running, from signing up to deploying your first Gorelo Agent.

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Sign up

To create an account on Gorelo, navigate to https://signup.gorelo.io/ and follow the instructions:
1

Fill in your information

Fill in the form with the following information:
  • Organization name: the name of your company or organization.
  • Your time zone: select the time zone that matches your location to ensure accurate scheduling and reporting.
  • Your first and last name
  • Your email address
2

Select what kind of organization you're operating

Choose the option that best describes your organization:
  • Managed Service Provider (MSP): If you provide IT services to multiple clients, select this option to manage all your clients from a single account.
  • Internal IT Team: If you’re managing IT for a single organization, select this option to focus on internal IT management features.
Add the number of technicians that will be using Gorelo. You can always add more users later.
3

Choose your sign-up method

Choose your sign-up option:
  • Azure AD SSO: Sign up using your Azure Active Directory account for seamless integration and single sign-on experience.
  • Email and Password: Create an account using your email address and a secure password.
  1. Click the Azure AD button.
  2. When redirected to the Microsoft login page, enter your Azure AD credentials.
Once authenticated, Gorelo redirects you back and creates your account automatically.

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Set up your account

Once you’re logged in, set up your account from one of these two options:
  1. The wizard that pops up when you log in for the first time. You can reopen it at any time by clicking the red flag icon in the left menu.
  2. Your account settings, by clicking the Settings options in the left menu.

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Set up your organization

If you choose to explore your Settings page, follow these steps for basic account set up:
1

Set up your organization

Click General > Organization and fill in the following information about your organization:
  • email
  • phone number
  • address
2

Set up your business hours

From the Organization page, scroll down to the Business Hours form. Select the days and hours of operation for your organization. This information helps:
  • Calculate SLA deadlines
  • Trigger after-hours notifications.
3

Set up your location

Setting up your location ensures that time-based data is accurate and consistent for:
  • You
  • Your team
  • Your clients.
From the Organization page:
  1. Scroll down to the Location form.
  2. Click + Location.
You can add as many locations as you need, and mark one of them as the default location by clicking the pin icon. When you mark a location as default, you automatically unmark the previous default location.Fill in the following information about your location:
  • Location name
  • Time zone
4

Invite your team

From the Settings menu, invite more users to your organization by clicking General > Users, then:
  1. Click the + User button.
  2. Fill in the user’s information.
  3. Set up the seat type for the user: Full Access (full access to all Gorelo resources), PSA only (access to the Remote Management module only), or Co-managed (access for clients scoped to their organization only).
  4. Set up roles and permissions for the user.
  • Gorelo provides predefined roles and permissions, but you are free to create new ones with fine-grained control in Settings > Roles >** +Add role**.
  • Each user can have a different time zone and sign-on method.

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Set up domains and clients

These steps help you set up:
  • Custom domains for custom email notifications and white labeling.
  • Clients to organize your work and assign tickets and devices to specific clients.
From the Settings menu:
1

Add a custom domain

  1. Click Emails > Settings.
  2. Click the + Add Domain button.
  3. Fill in the name of your domain to obtain a gorelo.<yourdomain> subdomain for your notifications.
After adding a domain, a pop-up automatically opens with instructions to verify your domain ownership and set up your DNS records. If you close the pop-up, you can reopen it by clicking the three dots menu on your domain, from your domains list.
2

Verify your domain

Before you can use your custom domain, you need to verify ownership:
  1. From the Domains section, click the domain you want to verify.
  2. Click Verify.
  3. Log in to your domain provider and add the provided DNS records to your domain settings.
Click the copy icon next to each name and value and paste them into your domain provider settings.
3

Import your clients

Import your client list from the Settings menu:
  1. Click Import.
  2. Select Clients.
  3. Import using one of the following ways:
Import a file in one of the following formats:
  • XLS file
  • XLSX file
  • CSV file
  • Copy and paste table data

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Deploy your first Gorelo Agent

The final step is to install Gorelo Agent on a computer. To do so, follow these steps:
1

Open Assets

From the left menu, click Assets.
2

Add an asset

Select Servers, and from the servers page, click + Add Asset > Agent Asset.
3

Optional: Assign the client

  1. Add the name of the client for the device.
  2. Click the Request Agent button.
4

Run the install script

  1. Choose the device’s OS:
  • Windows
  • macOS
  1. Copy the installation command
  2. Open the device’s terminal, and paste the script.
After running the script, your asset should appear on the Assets list.

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How to install Gorelo Agent remotely

If you don’t have physical access to the machine, you need remote management software already installed to deploy the Gorelo Agent remotely.

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Troubleshooting

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Can’t verify domain

Make sure the DNS records are correct. The following DNS records include:

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Next steps

Set up notifications

Set up notifications to stay on top of important updates and events in your workflows.

Add products and bundles

Create a catalog of your products and services to easily add them to tickets and assets.

Set roles and permissions

Fine-grained control over what your users can see and do in Gorelo.

Use Views and Client Focus

Filter and segment your data with Views and Client Focus to find the information you need faster.