Modifying or deleting a PSA configuration

You can modify or delete a PSA configuration.

To modify or delete a PSA configuration

1        Go to Settings > Clients, Networking, and Notifications > Professional Services Automation.

2        Click the ConnectWise line to see the Modify PSA Configuration window.

Note: If you have not configured the PSA information, you see the Add PSA Configuration window.

3        To modify the information, enter the updated information in the field. To modify the password, click the Change Password checkbox. Click Confirm.

4        To delete the PSA configuration, click Delete.