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11 total results found

Updating Connectwise Manage URL

Connectwise API

If you are migrating to the cloud or updating the URL of your ConnectWise Manage server, it is essential to update this information in Nilear to ensure uninterrupted functionality. To avoid potential misconfigurations, please notify the Nilear Support team abo...

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 located at the top.

ConnectWise Pod Support

Tickets

My Tickets supports all ConnectWise Manage Pods. These can be accessed by switching to the Pods tab from the ticket summary or the working view ("Work on Ticket"). If you have more than one Pod available, these can be pinned by clicking the pushpin icon nex...

User-based Agreement Additions

Agreement Additions Company-wide Mapping

This topic will cover ConnectActive syncing a company-wide, user-based Agreement Addition based on all active users found within an Microsoft 365, Azure AD and/or Active Directory instance. Providing a company-wide, user-base Agreement Addition on a customer'...

License Mapped Additions

Agreement Additions License Mapping

ConnectActive has several methods and articles regarding user-based Agreement Additions. This topic will cover mapping users assigned to an Microsoft 365 License to an Agreement Addition count in ConnectWise Manage. Once you have a customer configured in Conn...

Setup Tiered Pricing

Tiered Pricing

Tiered Pricing allows you to apply specific per user pricing based on count ranges. For example, you can bill 14 users with the first 10 users @ at $200/user and the next 4 users at $150/user for $2,600 total. In order to achieve tiered pricing, ConnectActive...

Troubleshooting Powershell

Sync Sources Active Directory (Powershell)

This topic outlines troubleshooting steps for issues encountered when scheduling the Powershell Script for ConnectActive. Step 1 Run the "Run ConnectActive.bat" file directly from the Windows Explorer or from a Command Prompt to ensure the script can execute...

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 will discuss how to sync the individuals companies to their ConnectWise Manage contacts. You can easily sync a single company with ConnectWise Manage from a multipl...

Microsoft 365 / Entra ID Group / License Filtering

Filtering

Limit which Microsoft 365 / Entra ID users are synced with ConnectWise Manage based on group membership or assigned license. This feature is typically intended for either a multi-company tenant but you wish to only sync a single company of the tenant or the te...

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 is recommended that an admin log in first after enabling SSO with Microsoft so that the Enterprise application can be installed in the Entra ID tenant and the per...

Ticket View Tracking

Tickets

You can display who has viewed a ticket and when, helping monitor ticket activity more effectively. This information will be visible to all users and will update each time the user has viewed the ticket. To enable the display of this information, Admins can g...