Articles

 Synchronizing Data Manually

TopLeft synchronizes data with your PSA in a few ways. In addition to real-time notifications and...

 Using ConnectWise Priority Colours On TopLeft Tickets

Configuring Ticket Priority ColoursTopLeft shows the priority of a ticket by the colour of the...

 Embed TopLeft in ConnectWise as a tab

Embedding in ConnectWise is available in Standard plan. TopLeft boards can be embedded in...

 Embed TopLeft in ConnectWise as a custom menu entry

Embedding in ConnectWise is available in Standard plan. TopLeft boards can be embedded in...

 Permitting TopLeft to Access Your ConnectWise Manage

This applies only to on-premise ConnectWise Manage customers. If you're using the information on...

 Understanding Data Synchronization

TopLeft displays data from ConnectWise Manage and Datto Autotask PSA and keeps its own copy of...

 Configuring TopLeft to use ConnectWise Member API Keys

TopLeft can make changes to tickets, projects, and other records as if an individual ConnectWise...

 Configuring Autotask Ticket Priority Colours

TopLeft shows the priority of a ticket by the colour of the bar on the left side of the card....

 Customizing Kanban Card Title URL

URL customization is available in Standard plan. By default, clicking the title of a Kanban card...

 Configuring TopLeft to Keep ConnectWise Closed Tickets

By default, TopLeft doesn't sync closed tickets from ConnectWise Manage. This also means that any...

 Configuring ConnectWise Contact Emails

In TopLeft, technicians can send notes and time entries to ticket contacts. Time entries are sent...

 Configuring Autotask Contact Emails

In TopLeft, technicians can send notes and time entries to ticket contacts. These messages are...

 Two Factor Authentication for TopLeft

TopLeft supports 2FA with Time-Based One Time Password (TOTP) generators. Two recommended ones...

 Audit changes made in TopLeft sent to your PSA

Audit log is available in Standard plan. TopLeft has an audit log to view a log of changes made...

 Disabling Users

To prevent a user from accessing TopLeft, do either: To prevent the member from using both...

 Using security groups for TopLeft Kanban boards

Security groups are available in Standard plan. TopLeft doesn't use security group information...