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  • Home
  • Company
    • ProVal’s Journey
    • Approach
    • Culture & Values
    • Our Team
  • NOC SERVICES FOR MSPS
    • ConnectWise
      • ConnectWise Automate
      • ConnectWise RMM
      • ConnectWise Manage PSA
    • Kaseya
      • Kaseya VSA
      • Datto RMM
    • Managed Backups
    • 24×7 Monitoring
  • Careers
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    • MSP Blogs
    • Your Tools. Our Experts.
    • MSP Webinars
    • Testimonials
  • Contact Us
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ConnectWise Automate: Customizing Your Computer Management Screen

  • October 24, 2022
  • ProVal Technologies, Inc
  • Tech Tuesday

In this video, we go over how to customize your computer management screen in ConnectWise Automate.

Step by Step:

  1. There are two reasons you may want to take the time to customize your computer management screen.
  2. First, by default the computer management screen will load a lot of tiles in your dashboard but most of them may not be useful on a daily or even weekly basis so they just end up filling space.
  3. Second, and this will vary depending on your Automate environment is load time the more tiles you have the longer it takes to populate them and if you have a lot of tiles it can add up. So you can remove tiles that you find aren’t very useful in your daily tasks.
  4. Now into how we can organize your computer management screen.
  5. The first thing to note is that you can only customize the My Dashboard Tab and not the automation device or plugins tab. So, if I go ahead and try to move some of my tiles around I can do that here, but if I go to the automation tab I can’t do that. So, we’ll just be focusing on this first My Dashboard Tab.
  6. Now we can click this workspace settings tab, and this is where we can do a lot of the customization. So, it pops up this window and you’ll see it’s selected to my dashboard I can change the icon it shows in the top bar and I can also change the name of it.
  7. Then down here in this window we have all of the tiles that we can have selected, so right now I just have agent status and alerts, but I can add all of these and as I check them, click save, and then close.
  8. You’ll see that they start to come up and again with all these tiles, I add I can move them around and order them.
  9. Once you start getting past eight tiles and more you’ll be able to slide through the tiles like you can in the Automate tab.
  10. Now you’ll notice that I only had two tiles selected at first and you’ll see that the load time of two tiles compared to Automate which has 11 tiles this comes up just a little bit faster and that Gap will increase the more resources you have being used on your Automate server. So that can come in handy during peak hours when you have a lot of people using it or if your computer is slow.
  11. In addition to setting your My Dashboard workspace you can also create a new workspace and delete ones that you create. So here if I click this plus button you’ll see changes this to new workspace which now shows up in this drop down.
  12. I can change this to let’s just say tickets and here I could say okay I don’t care about agent status or alerts I only care about tickets coming through the monitors and alerts so this is really just going to be any alerts or tickets that are being created from monitors.
  13. Once I save that I can right-click on this tab to go to my custom workspace tickets which will show my alerts tickets and monitors currently, then you can switch between the two.
  14. Now this default checkbox you can use this to select which workspace shows up first when you load the computer management screen. So if I change that ticket to the default whenever I open this the next time it will default to my tickets workspace and that’s how you can organize your computer management screen.
Contact Us

ProVal Technologies, Inc

498 Palm Springs Drive, Ste. 130
Altamonte Springs, FL 32701
United States
Phone: 407-588-0101

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ConnectWise Automate: Customizing Your Computer Management Screen

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I truly view ProVal as a partner and extension of my team, not as one of my vendors

When our NOC Manager left last fall we wanted to replace the position with an outsourced NOC to reduce headcount, and bring in an expert to both Labtech and our backup solutions. Bringing in ProVal Technologies was one of the best decisions we made last year and has paid for itself.During our first few monthly recurring Labtech admin meetings the ProVal team discovered incorrect settings and policies that were not applying correctly in our Labtech server. Things that we thought were automated and working were not. For example, there were multiple scripts and policies running but set to do nothing such as disk cleanup scripts. Cisco Umbrella was not configured correctly. Server alerting was not set right and the list went on.The backup team sends daily and weekly reports and updates that reduce my technicians time that we used to spend on backup or antivirus tickets that took forever and were tedious.ProVal also brings in great insights to our business and really cares about our success. They will frequently mention to me in meetings what new scripts they can import to make us more efficient or will schedule upgrades to our backups, Labtech, etc so I don’t have to worry. I truly view ProVal as a partner and extension of my team not as one of my vendors.

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Chris Warnick
Vision Computer Solutions
Northville, MI

They will quickly become an extension of your team and your ROI will reflect the results

We have been a long time user of Labtech and had tried for many years to manage the product internally with no real success at the level we needed to make our solutions more efficient for our customers. Once we hired Vikram and his team at ProVal, it solved all our pain points with the product and we really felt like we were leveraging the tool as it was designed. If this sounds like you and it’s keeping you up at night, then you need these guys. They will quickly become an extension of your team and your ROI will reflect the results.

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Bryan Wolff
CEO, Wolff Logics LT Managed & Admin Services
Cedar Park, Texas

They work well, fast and on budget

We met Vikram from ProVal Tech at Gary Pica’s Shnizzfest a year ago. Vikram explained the advantage of having trained, certified personnel take care of our recent Automate implementation. Even though we had taken an implementation package from ConnectWise to start up the program, we felt many custom configurations we needed for our business were lacking. We hired ProVal Tech after Automate was installed to help us with this task. From sales to technicians everyone was professional and knowledgeable. Onboarding was simple, and well documented. Tools on the web were supplied while we did the work, and they allowed us to track what was done, and see the improvements in the environment. It was easy to reach any of the team members, for any concern or question – all answered with courtesy and smile. Once the work was finished, we were given some training and explanations, add to that documentation, about the work and the scripts and features added to the program. We have been happily working with Automate since then. We can only recommend this efficient team of people for any work into Automate: they work well, fast and on budget.

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Ben Prevost
FarWeb IT
Sherbrooke, Canada