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A look inside. Watch the Introduction for free!




  The Fundamentals
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  • Introduction (2:16)
  Clients, Locations and Agents Explained
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  • Understanding the 3 Levels (3:00)
  • Creating New Locations and Clients (8:56)
  • Deleting Locations and Clients and Retiring Assets (8:35)
  How to Target Your Automation
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days after you enroll
  • Groups (6:18)
  • Searches (16:14)
  • Extra Data Fields (15:04)
  • Case Study: Build an Autopopulated Group (16:39)
  Understanding Users and Security Roles
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days after you enroll
  • How to Create Users and Assign Roles
  • Understanding Roles
  • Understanding Plugin Permissions
  • Creating Contacts
  • Giving a User Access to Only Certain Clients
  Finding Information
Available in days
days after you enroll
  • How to Use Dataviews (12:13)
  • Loading the Report Center Plugin (5:06)
  • Adding and Running Stock Reports (7:53)
  • Scheduling Reports (6:19)

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General Navigation

Find your way around Connectwise Automate. Let's take a tour!

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Scripting

Let's dig into the fun part! Scripting. With a clever script you can make almost anything happen.

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Agent Deployment

Everything you need to make agent deployment a snap and get your agent out there.

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Patching

Learn the ins and out of how to have precise control over when, where, and what you are patching.

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Monitoring

Learn the difference between internal and remote monitoring and how to get transparency into your systems.

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Getting Started

Learn to Automate the Smart Way

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Downloadable Content

Find already completed scripts, tools, and code here free for you to take and use!

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A Guide for Technicians

If you are using Connectwise Automate as a technician or to troubleshoot remotely, this course is essential.

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System Maintenance Stuff

Some tips and recommendations for keeping you Automate System running smoothly

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Managed Services

How to Have Automate Calculate Quantities and Update Billing in Connectwise Manage

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The Active Directory Plugin

Installing and Configuring the Active Directory Plugin

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The Connectwise Manage Plugin

Everything you need to know about the Connectwise Manage Plugin for Automate

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The Connectwise Control Plugin

Installing and Configuring the Connectwise Control Plugin

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Brian Kelly

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