Articles

 Configuring ConnectWise Manage Security Roles and API Members

TopLeft needs access to your ConnectWise Manage application to download tickets, opportunities,...

 Configuring Autotask API User

TopLeft needs access to your Autotask application to download tickets, accounts, resources, and...

 Accessing TopLeft

The easiest way to log into TopLeft is to click the link in the invitation email you received....

 Licensing and User Access

When you signed up for TopLeft you chose how many licenses to buy. Now you need to assign those...

 Managing Users in TopLeft

Users in TopLeft are taken from your PSA user database. For this reason, TopLeft doesn't offer...

 Selecting Administrative Users

Administrators can give other uses administrative privileges to create and edit boards and make...

 Recommended Kanban Boards for MSPs

You need to visualize your team's work quickly. Here are the Kanban boards we recommend for each...

 TopLeft Kanban Board Ideas for MSPs

Need inspiration for your TopLeft Kanban boards? Here are a few examples of Kanban boards that...

 Getting Credit for Referrals

TopLeft offers a referral program that reduces your own fees for each customer you refer. To read...

 Getting Help

TopLeft can help you make great improvements to your workflows and we want to make sure the...

 Configuring Browser Settings for Autotask

Some browsers require you to configure settings to allow Autotask pop-ups before you are able to...

 Configuring Ticket Callouts for Autotask

To complete your setup of TopLeft we advise enabling callouts to keep your ticket data as up to...

 Further Reading for MSPs

TopLeft highly recommends these books for world-class MSPs: Making Work Visible‚Äč by Dominica...