Requirements
- Crewhu Badass Plan;
- Access to edit Crewhu survey settings;
- A ConnectWise license and permissions to "add" API members;
- An active ConnectWise REST API integration (if you haven't set up your ConnectWise API integration yet, start here first: Connectwise Integration - REST API).
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.
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