Setting Up ConnectWise Control

Setting Up ConnectWise Control


ProVal Tech’s MSP consultant Chris Mitchel talks to you about ConnectWise Control and goes into some of the more important settings to note in its most recent updates. Control is widely accepted as one the best screen connect tools around due to its various built-in options including: Where and how to turn on 2FA (Two-factor authentication), customizing end-user prompts, he also goes into detail about automatically updating your agent version, which is a huge help when upgrading control since they may still be running on old versions. To get more detail about everything chris talks about in ConnectWise control, click on ‘Show More’ to follow step by step with the video.

Step by Step:

  1. First log in to your administrative interface.
  2. Double-check your Security Settings to make sure all your users have 2FA setup. (Two-factor authentication) The two-factor authentication shows you which ones are disabled. The ones that are on should always be green - make sure all users have 2FA.
  3. Make sure you're on the latest supported version of ConnectWise.
  4. The boxes under “Status Check” generally should all have a green checkmark.
  5. Occasionally, you'll notice if you are using different ports or certain SSL (Secure Sockets Layer) settings, that this one may be a red x even though it is for all intents purposes working fine.
  6. After upgrades it's always a good idea to go into your “Advanced” settings area.
  7. Go into your Quick Settings and you can review some of the settings that are available to you in the program.
  8. ConnectWise’s Quick Settings have a lot of different settings that control what the end-user sees, what your technicians see, and just some granular access as far as, who's allowed to automatically connect.
  9. ConnectWise has nice tips to hide a guest wallpaper you can always force the connection banner up at the top, you can show the little balloon down in the bottom corner, “Show System Tray Icon” is where you can control your icon for control, this is separate from your ConnectWise Automate icon.
  10. Few other different settings here a couple of options about backstage settings which is where you can get into the Command Line and PowerShell.
  11. If you go into your other settings, there are a couple more options here about connecting the machine and security prompts that the end-user and technicians can get.
  12. If they can do file transfers, credential storage is a good one, where you can prompt them, or they can right-click and store credentials.
  13. If you don't have them in just a few other settings, you have some settings under “Directory Settings” for where the folder names are called, when they get created on your system, and where the captures toolboxes go.
  14. Another good menu or good setting is under Web Configuration, Quick Settings, and Settings, in here (Automatically Update Agent Versions) it automatically updates your agent versions as you upgrade control.
  15. If you don't upgrade your actual control agents themselves, they may still be running a really old version even though you've upgraded control. So, it's always a good idea to make sure this box is checked. (Automatically Update Agent Version box)
  16. Again, you have some Default Settings here you can control the screen quality and sound settings. Down you have some additional, settings around how long tokens are good for.
  17. Back on the main page, under advanced, you have a whole bunch of different settings here about your toolbox such as screen settings, audio settings, remote printing options, and overall your general visibility.
  18. Back on the main page, under advanced, you have a whole bunch of different settings here about your toolbox such as screen settings, audio settings, remote printing options, and overall your general visibility.
  19. You can check your license status and it is overall just a good area to be able to go in and kind of check on how things are running after every upgrade.