Remote Monitoring & Management Help

Manual Map

As well as the Auto-Map option clients and devices may also be manually mapped.

To manually map a Dashboard client as an Autotask account click on the PSA Entity box against the corresponding client to display the PSA Account drop-down which lists all available Autotask accounts including the option to Create a new PSA account.

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Where the Client or Device is not to be mapped to their Autotask counterpart the can be recorded as Not Integrated.

When creating a new PSA account enter the Account Name, Type, Owner and Phone number.

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After selecting the account any associated devices can be added to the PSA by click on the PSA Entity box against the corresponding device to display the PSA Device drop-down listing all available devices for the account with the option to Create a new PSA device.

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When creating a new PSA device the type is selected from the Product drop-down, including the option to Create a new PSA product.

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For new PSA Products the Product name, billing Period Type, device Category, tax Allocation Code (taxable or non-taxable) and whether the item is Serialised are entered.

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