Support for MSP admins
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Getting started
Workspace setup, first connections, the onboarding checklist.
18 articles
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Projects & scheduling
Dependencies, critical path, milestones, Gantt, Kanban, time entry.
19 articles
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CRM & sales
Pipeline, goals, campaigns, booking links — for AEs and sales managers.
34 articles
⟲
Integrations
ConnectWise, Autotask, Microsoft 365, HubSpot, Quoter, CrewHu, NeverBounce, ScalePad, Resend.
58 articles
✦
AI features
Radar briefings, SBR drafting, sequences — and when each one syncs.
7 articles
✓
SSO & security
Single sign-on (Entra ID, Okta, Google Workspace), the emailed code, authenticator apps and passkeys, recovery codes, credential storage.
6 articles
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Permissions & roles
The seven roles, what each can see and do, the financial firewall.
4 articles
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Partner portal
Inviting partners, what they see, co-managed comments.
2 articles
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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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