General Console Settings

This chapter describes the available general Management Console settings. For specific settings, refer to the following chapters:

• IP Allowlisting
• Notifications
• Email Service
• ConnectWise Manage
• Autotask
• OptiTune
• Online Access
• Branding
• Global Agent Options

To manage general settings, proceed as follows:

1. Open the Management Console.
2. In the Settings menu, select General.

Name, Contact Email, and Two-Factor Authentication

If you want to change your name, contact email, or enable/disable the two-factor authentication, proceed as follows:

1. In the First Name and the Last Name fields, enter the new values.
2. To edit the contact email address, click the icon to the right of the Email field.
3. If you need to change the password to access the Management Console, click Change password.
4. To enable or disable the two-factor authentication, use the Enable Two-Factor Authentication (2FA) check box as described in Enable 2FA chapter.

5. Once you are done, click Save to the bottom of the page.

Time Zone, Company Name, Product Name

1. Specify the correct time zone. To do this, select the required zone from the drop-down list. You can verify your system time on The World Clock site.
2. To modify your company name (do not confuse with your customer companies in the Organization section) and product name, go to the Branding section.

Email Addresses and API Credentials

1. To edit email addresses, click the appropriate icons to the right of the email fields.

• Contact Email. This email address is used for notifications and other updates. Emails about custom build generation are sent to this email address.
• Support Email. This email address is used for technical assistance
• Accounting Email. This email address is used for bills and other financial mails

2. If you need to use the MBS API, generate the credentials.

3. Once you are done, click Save to the bottom of the page.

Currency Settings, Remote Access, and Two-Factor Authentication for Administrators

1. Set the required currency for your bills and Management Console GUI. To do this select the required currency in the Currency Sign drop-down list.
2. To enable or disable the remote access to all computers with Connect (formerly Remote Desktop), select the Enable Remote Access for all computers check box, read the caution, click I understand security risks, then click Enable Connect.
3. To force your administrators to use the Two-Factor Authentication, select the Force Two-Factor Authentication for all administrators check box.

4. Once you are done, click Save to the bottom of the page.