ConnectWise Customer Portal, not just for Admins anymore
ConnectWise has introduced a new customer portal for Manage. The new, free portal Is available to all partners and honestly, we think it looks pretty sleek.
More information is available from ConnectWise University here: NEW ConnectWise Customer Portal.
The new portal consists of two parts:
A. The Customer Portal where clients login and submit and update tickets, pay invoices, etc.
B. The Admin Portal where members login and create and customize the Customer Portal.
Important note: Assign the admin security role as your first task during setup. Members who Security Roles are not edited will no longer have permission to access the Admin Portal; access to the Portal will be restricted by default.
Of course this is a great excuse to review all your Security Role settings.
Visionary 360 recommends a periodic review of Security Roles to ensure the proper and appropriate level of access is maintained across ConnectWise Manage users as ConnectWise continues to add new functions to the security role areas.
Follow these instructions to proactively adjust your Security Roles in preparation of the Portal update release.
- From ConnectWise Manage, navigate to System> Security Roles.
- Select the desired security role.
- Expand the System row.
4. At the Table Setup permission, select All for the Add, Edit, Delete, and Inquire levels.
5. Click Customize to edit the Table Setup access.
6. Use the arrow to move the General / Portal Configuration to the Allow Access column if it isn’t there already. Click SAVE when done.
7. Save the Security Role before closing.
Members with this edited Security Role will now have access to the Admin portal and be able to administer your Customer Portal.
For questions about the information covered in this blog or anything ConnectWise related please reach out to Visionary 360 – we are always happy to help.
About Visionary 360
Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.
We are problem solvers who love helping people, doing the impossible while having fun doing it. We engage with our clients like they are family. We love working with them, watching their companies grow. There is no greater reward than seeing our clients prosper. To learn more about Visionary 360, visit our website at www.visionary360.com or setup an introductory meeting to discuss your needs.
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