How-to guides

Require configuration types and fieldsChoose, for each configuration type, its review cycle, its required fields and which clients must have one.

Use the Configuration ChecklistFind the clients whose configurations are missing, incomplete or due for review, and correct them.

Edit a configurationCorrect a configuration from the checklist or MTX, saved to ConnectWise as you go, including the Configuration Fixer.

View an MFA codeKeep a multi-factor authentication secret with a configuration and show its current code.

Set up configuration reviewsChoose the board for review tickets so technicians can review configurations in MTX.

Review a configurationGenerate a review ticket in MTX and confirm a configuration's values one by one.

Score configuration reviewsGive reviewers Score My Team points for the configuration values they confirm.