Insights User Guide
Setup - Setting Up Insights
When you sign up, you are guided hand-in-hand through a simple 10 minute setup process.
The Insights guided setup wizard
Setup covers creating a ConnectWise API member to give Insights secure, ring-fenced access to your ConnectWise data in order to serve your technicians.
Setup requires a ConnectWise user with admin rights with permissions to create member APIs and to add an entry to your ConnectWise setup tables.
Setup also allows you to optionally connect IT Glue to give your technicians fast access links to your documentation and client-specific information.