Linking ConnectWise Members to FlashDialler

Before you can add Members in FlashDialler, you must ensure their ConnectWise permissions have been updated as per this list: 

Companies
Company Maintenance - Add, Edit, Inquire
Contacts- Add, Edit, Inquire
CRM/Sales Activities - Add, Edit, Inquire
Configurations -  Add, Edit, Inquire
Tracks - Add, Edit, Inquire, Delete

Sales
Opportunity - Add, Edit, Inquire

Service Desk 
Resource Scheduling - Inquire

 

To start adding members to FlashDialler, select the "Settings" main menu item, followed by the "Manage users" item.

FlashDialler will automatically display all ConnectWise Members, but before they can use FlashDialler, they will need to be linked. Linking a Member allows FlashDialler to add Activities and other information to ConnectWise Manage as if it were that Member.

  • Select the "Link" button against the Member you wish to enable
  • An email will be sent, inviting them to link with FlashDialler
  • The Member simply needs to click on the link in the email to open a web page asking them to add a new password for accessing FlashDialler
  • Once added, they will be able to login with their Connectwise email address and new FlashDialler password

By default, new Members have no admin permissions which means they can only make calls that have been assigned to them. To elevate a users permissions, select the button next to their name titled "Make admin".