ConnectWise PSA

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Added July 15, 2026

Our ConnectWise PSA resources provide the guidance, templates, and best practices needed to optimize your platform. Whether you’re implementing, refining workflows, or improving day-to-day operations, these tools help you get more value from ConnectWise PSA and build a more efficient MSP.

Resources

PSAC-001-G
Guide
My Company Guide
The purpose of this document is to review the My Company screen in ConnectWise Manage.
Recommended first step
Start with the guide
PSAC-002-G
Guide
My Company Structure
The purpose of this document is to get familiar with how to set up your Company Structure in ConnectWise. The key here is to keep it simple
Recommended first step
Start with the guide
PSAC-010-G
Guide
Security Roles
Security roles can be applied to each member of you team and will allow them to have specific access to only the parts of ConnectWise Manage they need to see. This will simplify their experience and can even speed up their load times if there are less options to load.
Recommended first step
Start with the guide
PSAC-020-G
Guide
Technical SOP - New Member Set Up
This is a technical SOP for ConnectWise Manage. Technical SOPs will be a process to follow for a setup that may not be obvious, we will highlight some gotchas, and lessons learned.
Recommended first step
Start with the guide
PSAC-030-G
Guide
Manage SSO Setup Instructions
The purpose of this document is to review how to set up SSO access for Gozynta in your ConnectWise Manage. We love to help make change in your tools and co-work while in meetings together. We will review how to grant Gozynta safe and secure access with the correct permissions.
Recommended first step
Start with the guide
PSAC-050-G
Guide
Technical SOP - Calendars and Holidays
The purpose of this SOP is to set up Standard Office Hours, Member calendars, and Holidays schedules which you will use every day.
Recommended first step
Start with the guide
PSAC-065-G
Guide
Technical SOP - Email Connector Tips and Tricks
Email connectors will process email and create a Service Ticket on a Service Board in ConnectWise Manage. In this document we will talk about how to best utilize either the Email Connectors you have or how to automate some steps when setting up an Email Connector.
Recommended first step
Start with the guide
PSAC-070-G
Guide
Work Types
Work Types in ConnectWise Manage are used to set rate modifiers based on the Type of Work done.
Recommended first step
Start with the guide
PSAC-071-G
Guide
Work Roles
Work Roles in ConnectWise Manage are used to set rates based on the type of work done.
Recommended first step
Start with the guide
PSAC-075-T
Template
Sales Hand Off Process Workflow
A Sales Handoff Process Workflow Template provides a structured framework for transitioning new clients from sales to service delivery.
Use the template
PSAC-080-G
Guide
Technical SOP - Writing a Workflow Rule
In this document we will explain how workflows work and uses for them so you know how to tell your admin or Gozynta Consulting what you need. You will be armed with the knowledge to automate your already working procedures
Recommended first step
Start with the guide
PSAC-090-G
Guide
Manage Search
A practical guide for using Manage Search within ConnectWise PSA. Use this resource to improve search efficiency, quickly locate information, and navigate PSA data more effectively.
Recommended first step
Start with the guide