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  1. Carefully followConnectWise Automate - Permission Requirementsfor information on service account requirements.

  2. Once your service account/Automate user is ready - on the ezdeploy portal click on Settings then click on

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  1. Automate icon to configure. Provide your Automate instance URL and your service account Username and Password.

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  1. Configure the Agent Server Password as per CW Automate Agent Installation/Signup Issue workaround

  2. Click

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  1. Save RMM Credentials button to save.

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