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Changelog Roadmap Feature Requests Knowledge Base

Knowledge Base

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Get Started14
Connect TopLeft to Your PSA3
Manage Users and Licensing8
- ConnectWise1
Visualize Your Work20
- ConnectWise12
- Autotask8
Manage PSA Data in TopLeft4
- ConnectWise5
- Autotask4
Manage Projects in TopLeft4
Communicate with Clients4
Integrate with Other Tools3
Troubleshooting TopLeft5
12 Weeks to Kanban14
Evaluation questions20
New user questions24
Team Adoption Tips9
Advanced1

Manage Users and Licensing

9 articles

Subfolders

ConnectWise1 article

Select Licensed Users
Add and Remove Users
Select Administrative Users
Manage 2FA for Users
Review User Activity
Restrict Visibility of Boards
Set Up SSO with MS Entra ID
Manage Teams