Configuration Station

Configuration Station helps you keep your clients’ ConnectWise configurations complete and up to date. It is made of two tools:

• Configuration Checklist: a report of every client’s configurations, scored, showing which configuration types are missing, which configurations are incomplete, and which are due for review. From it you open any configuration and correct it; your changes are saved to ConnectWise as you make them.
• Configuration Review: technicians review configurations in MTX as review tickets, confirming each value one by one, on a cycle you choose for each configuration type. With Score My Team, reviewers earn points for it.

What it adds to ConnectWise

• A report of missing fields by configuration type, such as a Managed Workstation without a serial number.
• A report of missing configuration types by company type or agreement type, such as a VoIP client with no VoIP configuration.
• A review cycle for each configuration type: once, every month, quarter, six months, year, two years or three years.
• MFA codes stored with a configuration, with the current code shown live.

Who it is for

• Service managers and owners, who decide what a complete configuration is and check that clients’ records meet it.
• Technicians, who correct configurations from the checklist and work review tickets in MTX.
• Administrators, who switch reviews on and choose the board for review tickets.

Where to find it

Sign in at app.nilear.com. The Configuration Station tile on the Home page opens it, and the Configs tab in MTX holds configuration search, creation and reviews. Who can use it is set by each member’s Config Station access on the Members page at my.nilear.com.

Get startedFrom choosing what to require to the first review ticket.

Use the Configuration ChecklistFind and fix missing and incomplete configurations.

Review a configurationWork a review ticket in MTX.

Data and securityWhat it reads from ConnectWise, what it writes, and how MFA codes are handled.