General
Q: What is my username/password?
A: To access the ConnectWise Virtual Community, you must first be a ConnectWise partner. The site is integrated with ConnectWise Single Sign On (SSO). Your username and a password will be the same as your ConnectWise SSO log in.
Q: What is Single Sign-On / How do I create an SSO Account?
A: ConnectWise Virtual Community access is managed through ConnectWise Single sign-on (SSO). ConnectWise SSO is your single-entry point into the ConnectWise ecosystem. Don't have an account? Ask your ConnectWise account administrator to invite you to your company account. New partner? Have your account administrator Sign Up.
This single sign-on feature is managed and maintained within ConnectWise Home. This setup process only needs to be completed one time by an admin at your company. The following will help you complete the required setup of creating an account in ConnectWise Home. Once complete, you will have one location with one easy-to-use login to the ConnectWise Virtual Community, the ConnectWise University, as well as access to Support, Billing, events, and news in ConnectWise Home.
To create an account in ConnectWise Home:
- Navigate to https://home.connectwise.com/ (or click Sign in from the Virtual Community.)
- Click, Sign in with ConnectWise.
- On the sign into your account screen, click Sign Up.
- Fill out the required fields, and then click Create Company.
At this point, you will need to verify the account through an email received. Once done, a confirmation window displays, indicating that your email is confirmed. Click LOGIN to access Home using your new credentials. From Home, you can access the ConnectWise Virtual Community, or you can navigate directly to the community at: https://virtualcommunity.connectwise.com/
Once setup is complete, the User and Application Settings screen in Home enables you to view and manage your ConnectWise Home users and invite additional team members to the Virtual Community.
Profile Information
Q: How do I view my profile information?
To view your profile click your profile icon or picture then the Profile button.
Q: What information is visible in my profile? What information can other members see or find about me?
A: By default, only a member's name and profile picture are visible to those registered members (members who have logged in and agreed to our Terms and Conditions) in the virtual community.
No profile information is visible to non-registered persons.
Contacts you approve will also see your Company Name and Job Title.**
**Please see "How do I view/change my privacy settings? How do I control what other members / my contacts see?" for additional details and to change your privacy settings. Remember: just because you can see your information in your profile doesn’t mean others can see it. Verify what they see in Profile > My Account > Privacy Settings.
Q: How do I view/change my privacy settings? How do I control what other members / my contacts see?
You can control what information you share with your contacts and other members in Profile > My Account > Privacy Settings. Here's how:
Click your profile icon or picture, then click Profile button
Click My Account > Privacy Settings
Default Privacy Settings In Your Profile
We tried to strike the right balance between privacy and usability within our virtual community of partners.
You can edit these settings at any time to share more (or less) information with other community members and your approved contacts. Typical settings you can select are: Nobody / My Contacts / Members / Public.
The following are the privacy defaults that a member can proactively change:
- My Networks
- Company Information
- Job Title and Department
- Website URL
- Email Address
- Send Message
- Add as Contact
- Bio
- Education
- Job History
- Digital Ribbon
- Honors and Awards
- Professional Groups and Associations
- Social Media Sites
- vCard Download
- Past Volunteer Experience
- User Group
Q: How do I update my contact information?
A: In the profile section, you are able to update your title and persona by clicking on the pencil next to Contact Details. If your email, name or company is incorrect, please email Community@ConnectWise.com and the Community Manager will update these for you.
Q: I want my profile and all posts associated to my user deleted from the system. Who do I contact?
A: Please email community@connectwise.com with your name, company and email requesting that all user generated content connected to your profile be deleted along with your user profile.
Contacts / Connections
Q: How do I find others?
A: You can see who the members are in the communities you have joined by navigating to that community and then clicking on the Members tab. From there, you can connect to members.
Q: How do I add contacts to my contact list?
A: There are several ways to add contacts. When you perform a search in the Directory, you will see an Add As Contact button to the right of each person in your search results (if the member has chosen to make this public). Just click this button to send a contact request. If you click through and view an individual’s profile, you can click the contact request link to the right of his or her profile picture.
Q: Why should I add contacts to my contact list?
A: Creating this virtual address book makes it easy to send your contacts messages through the community site to stay in touch, ask questions or even build a referral network. Additionally, when you view another member’s profile, you’ll be able to see any contacts you have in common. You can also choose to let your contacts view certain demographics in your profile that others can't.
Communities / Discussions
Q: What are communities?
A: Our communities are created for partners to engage on specific topics. In our communities, all content can be flagged with one or more of the topic tags This makes all community content easily searchable by users interested in specific topics.
In our topic communities, you can:
- Engage in discussions
- Share (upload) files in the library
- See upcoming community events
- Personally connect with one another
Q: What communities do I already belong to?
A: Go to Communities in the top navigation bar. Select My Communities to view the communities you’re currently a part of.
Q: What are the default subscription settings for users and how do I change them?
A: There are three subscription settings for discussions that include Real Time/ Daily Digest/No Emails
Q: How do I join/subscribe to a community and the affiliated Discussion Group?
A: Click on the community you are interested in and then click the Join Community button under the community’s name.
Q: How do I create a new community?
A: Only Community Admins are able to create new communities.
Q: How can I control the frequency and format of emails I receive?
A: Under My Profile > My Account > Email Preferences you will have the ability to change your preference on email distribution for 4 types of emails:
- System Emails
- Community Emails
- Participation Emails
- Promotional Emails
Q: How can I control the frequency of emails for each community I am in?
A: Under My Profile> My Account>Community Notifications you will have the ability to change the frequency for each community. These are the options:
- Real time: sends an email every time a new message is posted
- Daily digest: sends one email to you each day, consolidating all the posts from the previous day. You can choose to get these daily or weekly.
- No Email: allows you to be part of the group without having emails sent to you. You can still post and read others’ messages by logging into the community site.
Q: How do I leave a community or unsubscribe from a discussion?
A: Go to My Profile > My Subscriptions. Here, you will see a list of available communities and those to which you’ve subscribed. Select Unsubscribe for the discussions you wish to leave and click the Save button at the bottom of the page. You will get a message confirming that your subscription options have been successfully updated. This can take several seconds if you change your settings for several groups at the same time.
Q: How do I respond to others’ posts?
A: For messages received with the Daily Digest Method - Click Reply to Discussion to send your message to the entire community or Reply to Sender to only send your message back to the sender; both links are located to the right of the post. We recommend replying to the sender for simple comments like “me, too” that add little value to the overall discussion; and replying to the entire community when you are sharing knowledge, experience, or resources that others could benefit from.
If you are receiving emails in real-time, just hit reply to the email and it will post to the group.
Q: How do I start a new discussion thread?
A: To post a new discussion thread, please navigate to the proper community topic, then click Ask A Question under Latest Q&A or click Add by Trending Threads.
Q: I have a question that could be relevant to more than one community. Can I cross-post?
A: Yes, you can cross-post your discussion or question to 1 other community by choosing that community under Cross post to when creating your post.
Q: Do I have to post messages and reply through the website?
A: No, you can simply use the Daily Digest in your email to reply to questions and threads.
Q: Can I search for posts across all the communities?
A: Yes. Enter a keyword in the search bar. From the results page, you can filter on content type, date range or posted by. Click on Advanced Search for even more options.
Q: How do I see a listing of all the posts to a specific Community?
A: Locate the community you are interested in viewing from the appropriate community’s page. Click through the community's landing page, then click on the Discussions tab. If you see a post you’re interested in, click the subject line which will take you to the entire thread. Show Original Message at the bottom of all the posts in a thread will display the original message that started that discussion. The Author’s Messages link will show you all the posts that particular member has contributed to that community.
Library / Resources
Q: How do I find resources that may have been uploaded by other partners?
A: If you know which library the resource might be in, find the community on the appropriate community’s page. Click through the community's landing page, then click on the Library tab. If you do not know where the resource might be, enter search terms in the main search box the same way you might enter search terms into Google or another search engine.
Q: Can I search for specific file types?
A: Yes. Enter your desired keyword in the main search box. From the search results page, click "Show Advanced Search." Then click on Search for Specific File Types. This gives you the option to specify file type: Document/Image/Spreadsheet/ etc.
Q: How do the libraries get populated?
A: The libraries are populated in two ways: When you include an attachment in a discussion post, the system automatically places it in the library. You can also upload documents directly by using the Share A File link found under Participate in the main navigation or Create A New Library Entry on any community's library page. Library resources are not required to be associated with a discussion thread.
Q: How do I upload a file?
A: Select the Share a file link found under Participate in the main navigation or create a new library entry on any community's landing page. Please note that uploading a document is done in a few steps, and each step must be completed before you can move on to the next:
Choose a title for your document, include a description (optional), select the library to which you’d like to upload it, select a folder to which you’d like to upload it (optional) and choose an Entry Type (most will be Standard Files, but be cognizant of any copyright licensed material). Then click Next.
Browse and upload your file. Click Next if you want to add tags to your file or click Finish (you may have to scroll down to access these buttons).
Q: What kind of files can I upload?
A: The system supports dozens of file types including hyperlinks, standard files (Word, Excel, PowerPoint), webinars, images, and YouTube videos.
Q: What are the “tags” for?
A: Tags are another way of organizing and searching for documents. You can help others find the file you uploaded by including tags when you upload it. There are many pre-loaded tag categories to choose from or you can add your own.
Other Resources
Q: How can I access the Mobile Apps?
A.: Let's walk through how to download the Connected Community mobile app.
- On your mobile device, navigate to your platform's App Store (Google Play Store or Apple App Store).
- Search for Connected Community.
- Download the app.
- Next Log In by entering the domain: virtualcommunity.connectwise.com (please note that you do not need to include HTTPS or WWW)
- Next the ConnectWise Single Sign On screen will appear. Please follow the same process as you do when logging into the site via Chrome or Safari.
- Now you can engage with the community no matter where you are!
Last updated January 31, 2022