Company Team Members (vCIO and Account Managers) from PSA Users

Company Team Members (vCIO and Account Managers) from PSA Users

Team Members (vCIO and Account Managers) are assigned from the list of PSA Users. This allows setting up a company's vCIO and Account Manager even if the said vCIO does not yet have a User Account in Propel Your MSP.

For ConnectWise Manage, it is even possible to automatically set and keep in sync the assigned team members based on the values present in the PSA.

Import from PSA (ConnectWise Manage-only)

For ConnectWise Manage integrations, you can pick the PSA Team Roles to map to vCIO and Account Manager and those will be automatically set on the imported Companies in Propel. Navigate to "PSA Integration / Team Roles" to map the roles to use.


PSA Setup

ConnectWise Manage (Action Required)

There are two new Security Rights that need to be set up in ConnectWise Manage.
  1. Companies / Team Members: Inquire = All
  2. Add "System / Table Setup (customize*) / Company / Team Role"

Autotask PSA

(no change)
Team Roles do not exist in Autotask PSA, the import functionality is therefore not possible.


    • Related Articles

    • 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 ...

    • Notifications to vCIO / Account Manager

      Propel Your MSP can send notifications to your vCIOs and/or Account Manager provided they have an account on Propel and are associated to a Company. Note: Propel Your MSP never emails anything to your customers Notifications: Event Possible ...

    • PSA to Propel Your MSP Asset Mapping

      Concept Assets in the PSA normally have an associated type (Workstation, Firewall, Switch, etc.). Each type can be (but does have to be) mapped to an Asset Category in Propel Your MSP. Example: You can create / modify Asset Categories to better suit ...

    • PSA Opportunity Sync Back to Propel

      Project Opportunities created in Propel can be pushed to the PSA. Once pushed, the following fields become read-only in Propel and are refreshed (during the daily sync) from the PSA: Material Cost Labor Cost Expected Start Date* Customer Response** ...

    • New Company Setup - Checklist

      When propelling a new company for the first time, you should follow this checklist: Confirm the vCIO and Account Manager assignment Assign a vCIO Process to the company Check the quality of the asset data Confirm the Asset Mapping Fix up the RMM data ...