Views:
Screen
Console location
Available Action
Administrator / Reseller
Product Manager
License Manager
Support Manager
Support Engineer
Customer Account Manager
Billing Manager / Partner Account Manager
Home (screen)
Home
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Add/Edit tabs
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Add/Edit widgets
Yes
Yes
Yes
Yes
Yes
Yes
Yes
New customer (button)
Yes
-
Yes
-
-
Yes
-
Export usage
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Find customer
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Submit feedback
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Switch to long beta mode
Yes
Yes
-
-
-
-
-
Single sign-on to Licensing Management Platform
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Merge accounts
Yes
Yes
Yes
-
-
-
-
ConnectWise improvement for Restful dialog
Yes
Yes
-
Yes
-
-
-
Enable Ransomware protection dialog
Yes
Yes
-
Yes
-
-
-
My Account
My Account
View
Note
Note
Only available for registered Customer Licensing Portal reseller accounts.
Yes
Yes
-
-
-
-
-
Notification Center
HomeCustomers with Notifications (widget)View all in Notification Center
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Configure Notifications (button)
Yes
Yes
-
Yes
-
-
-
Dismiss (button)
Yes
Yes
-
Yes
-
-
-
Export All (button)
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Event Details
  • HomeCustomers with Notifications (widget)[WFBS-SVC count]
  • HomeCustomers with Notifications (widget)View all in Notification CenterOccurrences (WFBS-SVC only)
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Dismiss
Yes
Yes
-
Yes
-
-
-
Antivirus threat unresolved - Download Tool
Yes
Yes
-
Yes
-
-
-
Antivirus - Enable Real-time Scan
Yes
Yes
-
Yes
-
-
-
Outdated agent - Update button
Yes
Yes
-
Yes
-
-
-
Customer List
Customers
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
New Customer (button)
Yes
-
Yes
-
-
Yes
-
Assign Template (button)
Yes
Yes
-
-
-
-
-
Policy Settings (button)
Yes
Yes
-
-
-
-
-
Update Firmware (button)
Yes
Yes
-
-
-
-
-
Renew License (button)
Yes
Yes
Yes
-
-
-
-
Export (button)
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Export All (button)
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Settings (button)
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Products (tab)
Customers{customer name}Products (tab)
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Add Product
Yes
Yes
Yes
-
-
-
-
Single sign-on to product console
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Cloud App Security: Add user, Delete user, Reset password
Yes
Yes
Yes
Yes
-
-
-
Cloud Edge: Firmware update
Yes
Yes
-
-
-
-
-
Cloud Edge: Register device
Yes
Yes
Yes
-
-
-
-
Worry-Free Business Security: Scan Now, Stop Scan, Domain Settings, Update Managed Server, Update Security Agents
Yes
Yes
-
Yes
-
-
-
Worry-Free Business Security Services: Scan Now, Stop Scan, Update Now, Security Settings
Yes
Yes
-
Yes
-
-
-
Worry-Free Business Security Services: Replicate Settings
Yes
Yes
-
-
-
-
-
Licenses (tab)
Customers{customer name}Licenses (tab)
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Renew License
Yes
Yes
Yes
-
-
-
-
Modify Seat Allocation
Yes
Yes
Yes
-
-
-
-
Notification (tab)
Customers{customer name}Notification (tab)
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Modify Settings
Yes
Yes
-
Yes
-
-
-
Email template: View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Email template: Edit
Yes
Yes
-
Yes
-
-
-
ConnectWise Manage (tab)
Customers{customer name}ConnectWise Manage (tab)
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Modify Settings
Yes
Yes
-
Yes
-
-
-
Reports
Reports
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
New Report (button)
Yes
Yes
Yes
Yes
-
-
-
Delete (button)
Yes
Yes
Yes
Yes
-
-
-
Enable (button)
Yes
Yes
Yes
Yes
-
-
-
Disable (button)
Yes
Yes
Yes
Yes
-
-
-
Administration
Administration
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Configure notifications
AdministrationConfigure notifications (link)
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Edit settings
Yes
Yes
-
Yes
-
-
-
Email template: View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Email template: Edit
Yes
Yes
-
Yes
-
-
-
Console settings
AdministrationConsole settings (link)
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Edit settings
Yes
Yes
-
Yes
-
-
-
Configure third-party integration
AdministrationConfigure third-party integration (link)
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Edit settings
Yes
Yes
-
Yes
-
-
-
Generate API key
AdministrationGenerate API key (link)
View
Yes
Yes
-
-
-
-
-
Generate/Revoke key
Yes
Yes
-
-
-
-
-
Configure default settings templates
AdministrationConfigure default settings templates (link)
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Edit settings
Yes
Yes
-
-
-
-
-
Administration logs
AdministrationAdministration logs (link)
View
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Export
Yes
Yes
Yes
Yes
Yes
Yes
Yes