Setup

Getting started & integration

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

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