Introduction

If you wish to create a custom Security Level for your Crewhu integration API User, you can use the list below as a reference.

It's important to highlight that Crewhu is constantly updating and releasing new features and metrics. So, for a smoother experience, we recommend using the default Security Level - API User (system).

Crewhu permissions

In your Security Level Edit screen, ensure that the following permissions are set:

CRM > Customer & Cancelation - Permission level: All

CRM > Vendor & Partners - Permission level: All

CRM > Prospects, Leads, & Dead - Permission level: All

Service Desk > Tickets - View level: All

Service Desk > Tickets - Edit level: Yes

Service Desk > Tickets Notes - Edit level: All

Service Desk > Tickets Notes - Delete level: All

Service Desk > Other permissions - Flag the boxes below:

• Can view Ticket Search
• Can view Recurring Ticket Template Ticket and Service Call Searches
• Can view user-defined fields in Ticket grids, Recurring Ticket Template Ticket grids, and My Tasks & Tickets
• Can access Dispatch Calendar
• Can view legacy Service Desk dashboard
• Can view Ticket and CRM notes and attachments marked as "Internal Only" and "Internal & Co-managing"
• Can view/add/manage recurring ticket template tickets
• Can view non-billable time entries (Resources can see their own time entries)
• Can view billing data in activity feed

Trends permissions

If your Crewhu plan includes the Trends module, you'll also need to add the permission below:

Admin > Feature Access - Resources/Users (HR)

Congratulations! You're all set :D