Click Configure.
Click Test Connection to verify the server details.
On successful verification of server details, it shows the Connection established successfully message.
Select the Service Board from the list in which you want to create the Capture Client alerts as tickets.
Make sure that the Service Board has default status and other statuses defined in ConnectWise Manage along with team details, else alert tickets are not created.
The Service Board generates the alerts only for companies with Active status.
The Service Board shows the appropriate error messages in the logs, if you map any company having status other than Active is mapped.
Check the required user box or All Users box from Users group.
Use Search option to filter the required user from the list if required.
Click Add.
Selected users are moved to Selected Operators group.
Check the required user box or All Operators box from Selected Operators group.
Use Search option to filter the required user from the list if required.
Click Remove.
Selected users are moved to Users group.
On successful submission of the request, back end service creates the Product types, categories, and subcategories automatically. Create them manually per below if they do not exist. For more information, refer to the ConnectWise Documentation.
Types
SonicWall
Miscellaneous
Categories/Subcategories
Cloud
Hardware/Virtual
Miscellaneous