If you are already registered but do not use a Microsoft or Google work/business account then skip to step 5. If you use a work account skip to step 6.

1. Click the Service Portal button above.
2. On the login page you will have three sign in options, Sign in with Microsoft, Sign in with Gmail, or Sign in.
   
   *This documentation does not show the sign in with Google option
3. If you do not have a Microsoft of Google account to use, or the account is not using the same email that the system is using, you will need to sign up for an account directly with the service portal.
4. To sign up for an account:
   1. Click the Sign up button.
   2. Fill in all fields.
      
   3. You will then receive an email from DoNotReply@connectwise.com. You may need to check your junk or spam folder. Click the link to validate your email address.
      
   4. You will see the following message in your web browser once your email has been validated. Click on the login link.
      
   5. Login with the email and password you just signed up with.
      
   6. After signing in you will need to provide some additional information to finish setting up your account.
      
   7. After completing the account setup you will end up on the following page. You can close the page and return to the Service Portal login page.
      
5. To sign in with a non Microsoft or Google account:
   1. Click on the Sign in button.
   2. Login with your email and password.
      
   3. If you are associated with multiple accounts/companies you will be prompted to select which account to log into. This is regardless of the login method you use.
      
6. To sign in with Microsoft:
   1. Select you sign in option and you will be redirected to sign in with the selected service.
      
   2. After you enter your email or username & password you may have an option to consent on behalf of your organization. If you are not sure about the option then do not check it or check with a manager.
      
   3. Click Accept.
7. You will then be logged into the service portal. Please note that the options available to you may vary depending on your assigned permissions.
   
8. After you log out the system may remember you and will reduce the login steps the next time you log in.

If you are unable to access the portal please first try to access the portal using Microsoft Edge. There are known issues with trying to use the portal on Chrome, Firefox, and mobile browsers.

A common symptom is logging in and then immediately being logged out.

If you would like to use another browser please follow the appropriate instructions.

Chrome

1. Open Google Chrome.
   
   
2. At the top right, click the three-dotted menu button.
   
   
   
3. Click on Settings.
   
   
   
4. Click on Privacy and security.
   
   
   
5. Click on Cookies and other site data.
   
   
   
6. Scroll down to Sites that can always use cookies. Click Add.
   
   
   
7. Add the following one at a time.
   
   1. home.connectwise.com
   2. auth.connectwise.com
   3. [*.]connectwise.com
   4. [*.]myconnectwise.net
   5. [*.]university.connectwise.com
   6. [*.]coveo.com
   7. [*.]walkme.com
   8. [*.]docs.connectwise.com
   9. [*.]forums.connectwise.com
      
      
8. Try accessing the portal again.

Firefox

1. Open Mozilla Firefox.
   
   
2. At the top right open the application menu.
   
   
   
3. Click on Settings.
   
   
   
4. Click on Privacy & Security.
   
   
   
5. Scroll down to Cookies and Site Data and click on Manage Exceptions...
   
   
   
6. Add the following one at a time and click Allow.
   
   1. home.connectwise.com
   2. auth.connectwise.com
   3. connectwise.com
   4. myconnectwise.net
   5. university.connectwise.com
   6. coveo.com
   7. walkme.com
   8. docs.connectwise.com
   9. forums.connectwise.com
      
      
7. Click Save Changes once all sites have been added.
   
   
8. Try accessing the portal again.

1. In addition to the service portal you can send an email to support to open a ticket as well. The service portal is the preferred method as it will help guide you through the submission process.

   1. Once you are logged into the Service Portal click on the Submit a ticket option.
      
   2. Select the issue type.
      
      1. Selected I have a problem. (also can be used for requests)
         1. Provide as much detail as possible on the issue including steps taken that caused the issue, any error messages, if the issue can be reproduced, if the issue still occurs after rebooting, etc.
            
         2. Fill out the following information and include any screenshots, especially those with any error messages.
            
         3. You will then be taken to a summary screen with your ticket information.
            
      2. Selected Add or remove employee.
         1. Provide the following information:
            
            1. First Name
            2. Last Name
            3. Start or End Date
               1. For adding an employee set time to beginning of their first day
               2. For removing an employee set time to end of day
            4. Notes - please specify exactly what needs to be setup or removed for an employee and also indicate here as well if you need to add or remove an employee
         2. You will then be taken to a summary screen with your ticket information.
            
   3. After you've submitted the ticket you will receive an email from the system with the ticket info.
      

1. Once you are logged into the Service Portal click on the Look up a ticket option.
   
2. You will then be taken to the Tickets page where you can see all of your open and closed tickets. Select a ticket to open it.
   
3. On the ticket screen you can see the ticket's submission date & time, current status, ticket contact, and any assigned technician. You can update the ticket by submitting a message with additional info and add attachments.
   
4. If you need to cancel the ticket click on the ticket's status and you will get a drop down menu. In the menu select >Cancelled and click Save. Please note you may not receive any follow up on a cancelled ticket.
   
5. If your company has opted to approve tickets before they are worked on the ticket will be put into a Waiting Client Approval status. An email notification will be sent to the primary contact about the pending approval. The primary contact will need to update the status to Approved in order to notify the help desk of the ticket. If they select Not Approved the ticket will be closed.

This section only applies if your company has requested to approval any submitted ticket before it is worked by ResTech.

1. Once you are logged into the Service Portal click on the Look up a ticket option.
   
2. You will then be taken to the Tickets page where you can see all of your open and closed tickets. Select a ticket to open it.
   
3. When you open a newly submitted ticket you will notice that the status has automatically updated to Waiting Client Approval.
   
4. Click on the ticket status and the ticket status selection window will come up. In the drop down select either the Approved or >Not Approved status to approve or reject the ticket. Click Save.
   
5. The ticket status will immediately update.

Our new Billing Portal is part of our Service Portal. You need to log into the Service Portal to access the Billing Portal. If you are unsure about your Service Portal access or password then please reference the FAQ item above, How Do I Access the Service/Billing Portal?.

If you need further assistance with accessing your portal account then please send us an email or call the office.

For information on using and navigating the Billing Portal please review the getting started guide.

If you need an ACH authorization form it is available in the Billing Portal.