Carefully followConnectWise Automate - Permission Requirementsfor information on service account requirements.
Once your service account/Automate user is ready - on the MSP Toolshed portal click on Settings then click on Settings>Automate Automate icon to configure. Provide your Automate instance URL and your service account Username and Password.
Additionally as of Automate 2021 - we highly recommend you also configure the Agent Server Password as per CW Automate Agent Installation/Signup Issue workaround
Click Update RMM Credentials button to save.
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