Setting Up (Getting Started)
- The Sync Frequency for QuickBooks Online API Keys
- Setting Up Your Beta Access for MSPbots AI Tools
- Deprecation of Old Client Mapping
- How to Configure the Time Zone and Other Settings After Registering or Logging In to MSPbots
- How to Configure More Options for an Integration
- How to Sign In to MSPbots using Email Address
- Using the Company Slicer (Automated Client Mapping) for Client-Facing Reports
- How to Send Messages to Slack Chat
- How to Set Up Manager and Job Title Info for Employees
- How to Configure the Holidays List in the MSPbots App
- Role Management in MSPbots
- MSPbots User Management
- How to Grant Admin Access to Accounts in the MSPBots app
- How to Give AAD Application Authorization
- How to Add MSPbots to the Teams Global Policy
- Adjusting Your MSPbots Settings When Switching PSAs