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When integrating with a PSA or RMM, which of the following is a required element?

  1. User account in integrated platform with username and password

  2. MFA

  3. Valid public certificate

  4. Self-signed certificate

The correct answer is: User account in integrated platform with username and password

A user account in the integrated platform with a username and password is essential when integrating with a Professional Services Automation (PSA) or Remote Monitoring and Management (RMM) tool. This credential allows for authentication and authorization, ensuring that the integration can securely access necessary data and functionalities of the PSA or RMM system. Having a valid user account safeguards the integrity of the data being shared and allows integration processes to operate correctly within the permissions granted to that account. This is foundational because without a valid user account, the integration cannot proceed, as the systems would not recognize or allow access to the necessary resources. While multi-factor authentication (MFA) adds an additional layer of security and is increasingly adopted by many platforms, it is not universally required for every integration scenario. Similarly, the necessity for a valid public certificate or a self-signed certificate may depend on the specific security protocols and configurations of the systems involved. However, the existence of a user account with proper login credentials remains the fundamental requirement for initiating the integration itself.