Setup

Initial Setup (Azure Marketplace)

Initial Setup Quick Summary. Prerequisites. Microsoft Account on your Office 365 tenancy. This account must have: Global Administrator. Admin Agent permissions or greater. 2 Factor Authentication ena…

Updated 4 months ago by Support

Initial Setup (DickerData)

Initial Setup Quick Summary. Prerequisites. Microsoft Account on your Office 365 tenancy. This account must have: Global Administrator permissions. Admin Agent permissions or greater. 2 Factor Authen…

Updated 4 months ago by Support

Create ConnectWise API Member

Introduction. In this article, we will create a ConnectWise API User to use for our CSP Portal Initial Setup. Create a New Security Role. For the CSP Portal we recommend creating a new security role…

Updated 3 months ago by Support

Set up a Customer on CSP Portal (Microsoft)

Introduction. In this guide, we will configure a customer currently in the Not Setup status within the CSP Portal. Please note, the references used in this guide are for Autotask, however this will b…

Updated 5 months ago by Support

Set up a Customer on CSP Portal (DickerData)

Introduction. In this guide, we will configure a customer currently in the Not Setup status within the CSP Portal. Please note, the references used in this guide are for ConnectWise, however this wil…

Updated 6 months ago by Support

Confirming Microsoft Account Permissions

Introduction. The Microsoft Account used to setup the CSP Portal requires: Global Administrator rights. Admin Agent rights. 2 Factor Authentication enabled. In this article, we will confirm our selec…

Updated 7 months ago by Support

Requesting DickerData API Token

This is a requirement for your Initial Setup. Confirm whether your DickerData API Token is enabled. Browse to portal.dickerdata.co.nz and login. Your Account Number is normally a short combination of…

Updated 7 months ago by Support

Create Autotask API User

Introduction. In this article, we will create an Autotask API User to use for our CSP Portal Initial Setup. Create an API User: Login to your Autotask website. Browse to Admin > Resources (Users) > N…

Updated 11 months ago by Support

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