Transform Training: Kickoff + Enterprise Setup

Moovila Basics Overview Videos:

• Quick Start Guide: Moovila Set Up
• Quick Start Guide: Welcome to the Platform

Enterprise Settings, Category Management, User Management:

• Options: Adjusting Enterprise Settings
• Managing Labor Resource Types
• Options: Managing Programs, Categories, Products + Stages
• Options: Adding + Managing Users
• Options: Managing User Licenses in Moovila

For integration clients, the following will help prepare you for next week's session:

• For Autotask Integration Users:
  • Autotask PSA: API Member Security Role Requirements
  • Autotask PSA: Integration Setup + Overview
  • Autotask PSA: Field Mapping
• For ConnectWise Integration Users:
  • ConnectWise: Setup + Integration Overview
  • ConnectWise: API Member Security Role Requirements
  • ConnectWise: Field Mapping
• For Halo Integration Users:
  • HaloPSA: Setting up HaloPSA's API Pre-Integration
  • HaloPSA: Setup + Integration Overview
  • HaloPSA: Field Mapping