Setup

Getting started & integration

7 articles in this collection
Written by Jason Langenauer and Gerwai Todd

Configuring Office 365 for TimeZest's Team Integration

Written by Jason Langenauer
Updated this week

Creating an API User for Autotask

Written by Jason Langenauer
Updated over a week ago

Creating a Security Level for AutoTask

Written by Jason Langenauer
Updated over a week ago

Creating a custom security role in ConnectWise Manage for TimeZest

API permissions to use the TimeZest pod.

Written by Jason Langenauer
Updated over a week ago

Connecting ConnectWise Manage to TimeZest

Creating an API member and key and configuring these in TimeZest

Written by Jason Langenauer
Updated over a week ago

Setting up the TimeZest Pod

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

Written by Jason Langenauer
Updated over a week ago

TimeZest Email Campaign for your Customer Rollout

A series of emails to communicate the benefits of TimeZest to your clients and educate them on what to expect as you rollout TimeZest.

Written by Gerwai Todd
Updated over a week ago