Remote Monitoring & Management Help

Manual Map

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

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

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When creating a new PSA account the Account Name is automatically completed with the option to enter the Company Status and Company Type.

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Where the Client is not to be mapped to its ConnectWise counterpart it can be recorded as Not Integrated.