TimeZest

Creating an API member and key and configuring these in TimeZest

Step 1: Connecting ConnectWise PSA to TimeZest

Step 2: Creating a custom security role in ConnectWise PSA for TimeZest

Set up the TimeZest Pod, which is the primary interface to TimeZest.

Step 3: Setting up the TimeZest Pod in ConnectWise

Changing your ConnectWise PSA API credentials without downtime.

Rotating your ConnectWise PSA credentials

TimeZest can access your instance of ConnectWise PSA via a fixed IP address.

Static IP Addresses for ConnectWise PSA on-prem server

Avoid clients seeing error messages when scheduling

Ensuring TimeZest can check project team membership in ConnectWise PSA

Seth Wilson

ConnectWise PSA Setup

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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