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Ticket View Tracking

Tickets

You can display who has viewed a ticket and when, helping monitor ticket activity more effectivel...

Updated 1 year ago by Brandon McWhirter

Enabling Single Sign-On (SSO)

Member Management Single Sign-On (SSO)

Admins can enable SSO under Settings > Member Management > Single Sign-On: Microsoft 365 It...

Updated 1 year ago by Brandon McWhirter

Multi-Company Entra ID / Microsoft 365 Tenant

Sync Sources Microsoft 365

Some MSPs manage an Entra ID / Microsoft 365 Tenant containing multiple companies.  This topic wi...

Updated 1 year ago by Brandon McWhirter

Microsoft 365 / Entra ID Group / License Filtering

Filtering

Limit which Microsoft 365 / Entra ID users are synced with ConnectWise Manage based on group memb...

Updated 1 year ago by Brandon McWhirter

Troubleshooting Powershell

Sync Sources Active Directory (Powershell)

This topic outlines troubleshooting steps for issues encountered when scheduling the Powershell S...

Updated 1 year ago by Brandon McWhirter

Setup Tiered Pricing

Tiered Pricing

Tiered Pricing allows you to apply specific per user pricing based on count ranges. For example, ...

Updated 1 year ago by Brandon McWhirter

License Mapped Additions

Agreement Additions License Mapping

ConnectActive has several methods and articles regarding user-based Agreement Additions. This top...

Updated 1 year ago by Brandon McWhirter

User-based Agreement Additions

Agreement Additions Company-wide Mapping

This topic will cover ConnectActive syncing a company-wide, user-based Agreement Addition based o...

Updated 1 year ago by Brandon McWhirter

ConnectWise Pod Support

Tickets

My Tickets supports all ConnectWise Manage Pods. These can be accessed by switching to the Pods t...

Updated 1 year ago by Brandon McWhirter

Using the Dispatch Calendar

My Schedule Dispatch Calendar

The Dispatch Calendar can be found under the My Schedule tab and by clicking the Dispatch button ...

Updated 1 year ago by Brandon McWhirter

Updating Connectwise Manage URL

Connectwise API

If you are migrating to the cloud or updating the URL of your ConnectWise Manage server, it is es...

Updated 1 year ago by Brandon McWhirter