About Accounts Pages

To access the Accounts page, see Accessing Legacy ConnectWise Manage Integrations.

The Accounts page allows you to do the following:

• Link ConnectWise accounts

• Unlink ConnectWise accounts

• Filter and display unlinked accounts

• Refresh accounts after you make any changes to them in ConnectWise

• Reset past plans

An example of the Accounts page is shown below.

Open