Follow the steps below to leverage ConnectBooster client functionality directly inside of the Manage customer portal. This allows for seamless service and billing functions for your customers as a one-stop-shop approach!
Navigate to Settings --> Configurations --> Client Users.
In the Single Sign-On section: tick the enable box, select "ConnectWise Portal" and save.
On the Customer Portal Administration side, select the billing icon and the "ConnectBooster" option.
Enter in and save your full ConnectBooster portal URL:
NOTE: Please ensure to not include a "/" at the end of the URL.
Lastly, ensure permissions for appropriate customers are set to "Billing Admin".
A contact MUST exist in Manage (and to have sync'd with the portal) in order for SSO to function.
If a client reports they are only seeing a login screen and not invoices, double-check that the contact record inside of ConnectBooster. This should NOT be set at the default "Revoke Access" level.
If it is, you may need to bulk update your contacts or manually adjust for SSO functionality.