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A step-by-step guide to connecting Pulseway PSA
- Upon initial registration of your new account, you will select Pulseway PSA and click Next . You will then be presented with a connection checklist. Please gather these items before progressing to the next page. Let's head over to Pulseway PSA.
- Login to Pulseway PSA.
- Navigate to Admin > Security > Roles .
- Select New (N) to create a new Security Role.
- Give the Security Role a Name, and set the Role Type to Internal
- Click Save to set permissions.
- In the Admin section, ensure Special Features Has API Access is checked.
- Select Save (S) to save the Security Role.
- Navigate to Admin > HR > Employees .
- Select New (N) to create a new API Employee.
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Set the New Employee User Type API Employee and assign the Security Role that you created in the previous steps.
- Click Save (S) to complete the creation of the New Employee.
- An email will be sent to the email address specified on the employee creation steps. This email will contain the User Name , Password , and Company to be used within the billing module.
- Returning to input your Username , Password , Company Name (Tenant ID), and Fully Qualified Domain Name into the Setup Wizard.
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Congratulations, you've successfully connected your PSA!
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