PURPOSE How to sign in to ConnectWise Manage using an approved work account. GENERAL STEPS Open ConnectWise Manage in a supported browser or approved app, sign in with the correct work account, and navigate to the relevant company, contact, ticket, service board, configuration item, agreement, schedule, time entry, or search area. VERIFY RESULTS Confirm that the ticket, note, attachment, status, assignment, time entry, schedule entry, company, contact, configuration item, or notification appears as expected before closing the task. TROUBLESHOOTING If ConnectWise Manage behaves unexpectedly, refresh the page, confirm you are in the correct company or service board, check your permissions, try another supported browser, and capture any error message or ticket number. BEST PRACTICE Document work clearly and choose the correct company, contact, agreement, board, status, and time entry details. Bad PSA data turns reporting into spreadsheet archaeology.