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Cognition360
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Getting Started
Everything you need to know to get started
1. Get Connected
Setup Errors - and how to deal with them
Welcome to Cognition360!
Step 1 - Review Terms
Step 2a - Authorize ConnectWise Cloud
Step 2b - On-Prem Installation of Cognition360 Data Service
Step 3 - Create Office 365 Account
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2. Share to Your Team
PowerBI - Adding App Permissions
Your First Onboarding Meeting
Successive Onboarding Meetings
3. Dig In
Day One Recommendations
Report Cadence
Long-term Usage of Reports
Agreement Profit Reporting Comparison to CW Manage Financial Dashboard
4. Setup for Success
Keep in Touch With Us!
Security / Data Handling FAQ
5. Manage Your Account
Setup Payment
Plans