Requirements

• Crewhu Badass Plan;
• An active ConnectWise REST API integration (see more: Connectwise Integration - REST API);
• A ConnectWise license and permissions to "add" API members;
• Access to edit Crewhu survey settings.

Introduction

To integrate ConnectWise with Metrics Bridge, you need to assign additional permissions to the Crewhu API connection. This article will guide you through the necessary permissions and how to configure them within the ConnectWise platform.

Updating the permissions

In your ConnectWise account, look at the bottom of the left sidebar, open System > Security Roles, and then search for "Crewhu" in the Name column and click on it:

You must be sure that the following permissions are set:

• Create access to the following Security Role in the Finance dropdown:
  Finance > Billing Rate Maintenance - Inquire Level: All
  Finance > Billing View Time - Inquire Level: All
  
  
  
  
• Create access to the following Security Role in the Project dropdown:
  Project > Close Project Tickets - Inquire Level: All
  Project > Close Projects - Inquire Level: All
  Project > Project Finance - Inquire Level: All
  Project > Project Phase - Inquire Level: All
  Project > Project Teams - Inquire Level: All
  Project > Project Tickets - Inquire Level: All
  
  
  
  
• Create access to the following Security Role in the Service Desk dropdown:
  Service Desk > Close Service Tickets - Inquire Level: All
  Service Desk > Service Tickets - Edit and Inquire Level: All
  Service Desk > Service Tickets - Finance - Inquire Level: All
  Service Desk > SLA Dashboard - Inquire Level: All
  
  
  
  
• Create access to the following Security Role in the System dropdown:
  System > Member Maintenance - Inquire Level: All
  
  
  
  
• Create access to the following Security Role in the Time & Expense dropdown:
  Time & Expense > Expense Report Entry - Inquire Level: All
  Time & Expense > Time Entry - Inquire Level: All
  Time & Expense > Time Entry Billable Option - Inquire Level: All
  
  
  
  
  

Check if every permission is set correctly, then Click to Save:

That's it! With these permissions set correctly, the Metrics Bridge integration will have all the necessary accesses to automate contests with the metrics you choose.