Support for MSP admins
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Getting started
Workspace setup, first connections, the getting started checklist.
27 articles
Projects & scheduling
Dependencies, critical path, milestones, Gantt, Kanban, time entry.
23 articles
CRM & sales
Pipeline, goals, campaigns and booking links, for AEs and sales managers.
41 articles
Integrations
ConnectWise, Autotask, Microsoft 365, HubSpot, Quoter, CrewHu, ZeroBounce, ScalePad, Resend.
78 articles
AI features
Radar briefings, SBR drafting, sequences, and when each one syncs.
14 articles
SSO & security
Single sign-on (Entra ID, Okta, Google Workspace), the emailed code, authenticator apps and passkeys, recovery codes, credential storage.
7 articles
Permissions & roles
The ten roles, what each can see and do, the financial firewall.
5 articles
Partner portal
Inviting partners, what they see, co-managed comments.
2 articles
Billing & account
Seats, monthly vs annual, what counts as a user.
4 articles
Troubleshooting
Sync health, conflicts, dead-letter jobs, rate limits, login issues.
10 articles
Popular articles
Connect ConnectWise PSA and choose what syncs→Prepare your Autotask before onboarding: the setup checklist→Connect Autotask and choose what syncs→Set up single sign-on (Microsoft Entra ID, Okta, Google Workspace)→How often does Current sync? Every schedule, in one table→Task dependencies: types, lag, and the dependency map→Roles & permissions: who sees what→
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