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!
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!
MSPbots is partnering with Encore Strategic Consulting | Business Consulting Services as a provider of the peer group benchmarking platform. If you are interested in Encore Service, please reach out to Shawn to get started.
When you receive an invitation from Shawn to join a GAIN group, here are a couple of steps that you should follow to get started.
- Sign up for MSPbots.ai at https:://app.mspbots.ai
- If you don't have a Microsoft AAD account, please follow these instructions: Sign up with MSPbots without Microsoft Office 365 Account
- For data security-related questions, please check https://mspbots.ai/home/data-security/
- Link your account software at https://app.mspbots.ai/Integrations, currently, MSPbots support 3 accounting software integrations.
- Add Shawn as the Consultant so he can access your account, make sure you assign him the Admin and Financial Role
- Finish the accounting mapping, if you have any questions about the mapping, please reach out to Shawn.
- Accept the invitation from your email, you should be able to see your group in the peer group section.
FAQ:
- My trial expired, what should I do?
- Your access to integration, GAIN-related reports, peer groups, and dashboards are remain free for you.
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