How to create a ConnectWise Manage API Member Key?
Connect your ConnectWise Manage Instance to Propel Your MSP To connect your ConnectWise Manage instance to Propel Your MSP, you will need the following information: Your instance's domain name (typically connect.yourcompany.com) The Company ID ...
Creating Good MS Word Templates
Propel Your MSP allows you to customize the MS Word .dotx template used when generating reports so you can brand them to your company colors and add your logo for example. Here are a few things to know when customizing the template in order to ...
How to reset a Company's vCIO Process to the Account Master template?
A Company's vCIO Process can be customized to differ from the Account's Master Template. To reapply the Account's default template and remove any customization, do the following: Delete (not Cancel) all items Temporarily change the Company's vCIO ...
Reusing Audit Questions & Client Status
An update to the Audit Questionnaires has been released to allow reusing the same question in multiple questionnaires. Watch the video to learn more. It is now possible to reuse audit questions and audit sections in multiple questionnaires. This ...
Changelog - Release notes
Propel Your MSP is updated frequently. When updates are deployed, a new entry is added to this changelog here. You can subscribe to the RSS feed to receive using your preferred RSS reader to receive notifications: ...