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

  2. Once your service account/Automate user is ready then configure the integration in the Settings view by providing your Automate instance URL and a Username and Password.

  3. Additionally as of Automate 2021 - we highly recommend you also configure the Agent Server Password as per CW Automate Agent Installation/Signup Issue workaround

  4. Click Update RMM Credentials button to save.

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