Frequently Asked Questions

Manually change a customer portal users password
Once a user is invited to the customer portal, you can manage their access and profile inside your Administrative console.   Users are granted portal acces...
Tue, 15 Apr, 2025 at 5:15 PM
Modifying or Deleting a Calendar Entry in QBR
There are times when we accidentally create or close a meeting.  This is an easy issue to fix.   If you need to delete a meeting or modify the status...
Fri, 16 May, 2025 at 12:26 PM
Setting up your OS option in the ConnectWise Manage integration
Two fields can house your operating system, depending on how information flows from your RMM when using ConnectWise Manage. The two fields are as follows: ...
Tue, 25 Nov, 2025 at 4:01 PM
Merging a Manual Created Customer Record to the PSA Connected Record
It is not uncommon during a trial period, a customer might set up a client manually and later want to merge it with the PSA customer once they come on board...
Tue, 3 Feb, 2026 at 11:33 AM