Getting Started

iOS App

1. Download CWLite from the App Store
2. Open the app and tap Sign in with Azure AD (or enter your credentials if your organisation uses local authentication)
3. Allow notifications when prompted — this enables real-time alerts for ticket updates
4. You're in! Your tickets from ConnectWise Manage will appear automatically

First-time setup

When you first sign in, CWLite will:

• Sync your assigned tickets from ConnectWise Manage
• Register your device for push notifications
• Load your organisation's board and status configurations

This typically takes a few seconds.

Web Dashboard

1. Navigate to your organisation's CWLite URL (e.g., https://yourcompany.cwlite.net)
2. Click Sign in with Azure AD or enter your local credentials
3. If using local authentication, you'll be prompted to set up two-factor authentication on first login

Finding Your Organisation's URL

Your CWLite instance runs at a subdomain of cwlite.net. Your IT administrator will provide the URL. It follows the format:

https://yourcompany.cwlite.net

If you don't know your URL, contact your IT administrator or dispatcher.

Troubleshooting

"Unable to connect" error

• Check your internet connection
• Verify the URL is correct
• Contact your IT administrator to confirm the service is running

Azure AD sign-in fails

• Ensure your Microsoft 365 account has been granted access to CWLite
• Check that your organisation's Azure AD is configured — see the Azure AD SSO Setup guide
• Try signing out of Microsoft Authenticator and signing back in

Not receiving push notifications

• Open Settings > Notifications > CWLite on your iPhone and ensure notifications are enabled
• Check that you're subscribed to the tickets you want notifications for
• See the Push Notifications guide for more details

Tickets not appearing

• Pull down on the ticket list to refresh
• Check that your ConnectWise Manage user has the correct board permissions
• Your administrator may need to verify the ConnectWise API integration settings