N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
Page History
...
1. Log in to MSPBots site and hover to Dashboard menu. Then, click.
2. At the Dashboard page, click "Template Dashboard" tab.
3. Hover to Search field and type in "Client Portal". Show results for Autotask and ConnectWise client portal setup.
...
3. The widgets will then update based on the selected company's data.
Next Steps
...
| Info |
|---|
| To CLONE the new Client Portal Dashboard go to Link: How to Clone a Dashboard - MSPBots.ai Wiki - MSPbots Wiki |
| Info |
|---|
| To SHARE the new Dashboard to your specific Client: Go to: Client Portal Management - MSPBots.ai Wiki - MSPbots Wiki |
Overview
Content Tools