Summary
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Introduction
Crewhu connects to ConnectWise through an API member that uses a security role. The permissions in that role define which ConnectWise data Crewhu can read or update, and each Crewhu product needs its own set of permissions.
You don't need to grant everything. Grant the permissions only for the Crewhu products you use, or for all of them if you want every product ready to go. Many permissions are shared between products, so you only need to enable each one once.
Note:
For this guide, an active ConnectWise REST integration in Crewhu is required. To create one, see Creating Integrations in Crewhu. You will also need access in ConnectWise to edit security roles.
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How Crewhu Checks Permissions
In the Setup Integration screen, after entering your ConnectWise credentials, click Test Integration. Crewhu checks the security role of the API member and shows the result grouped by Crewhu product.
Each group shows how many of its permissions are granted and a check mark next to each permission that is in place. A product works only when all permissions in its group are granted. If you don't use a product, you can ignore its group.
For example, Crewhu Explorer needs 12 permissions to work:
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Updating Crewhu Security Role in ConnectWise
- In ConnectWise, go to System > Security Roles.
- Search for the security role used by the Crewhu API member and open it.
- Expand each module (Companies, Finance, Project, Sales, Service Desk, System, Time & Expense) and set the permissions listed below for the products you use.
- For permissions under System > Table Setup > ..., click Customize next to Table Setup and give access to the listed tables.
- Save the security role.
- Back in Crewhu, click Test Integration again to confirm every group you need is complete.
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Permissions by Crewhu Product
The group names below match the ones in the Setup Integration screen.
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CSAT Writeback and Conversion Rate Report (Legacy)
This feature lets Crewhu credit the right technicians on CSAT surveys and write survey results and notes back to ConnectWise tickets. You'll need the following permissions:
- System > My Company > Inquire Level: All
- System > API Reports > Inquire Level: All
- Companies > Company Maintenance > Inquire Level: All
- Companies > Contacts > Inquire Level: All
- System > Table Setup > Add, Edit, Delete, and Inquire Level: All
- Service Desk > Service Tickets > Edit and Inquire Level: All
- Companies > Surveys > Add, Edit, Delete, and Inquire Level: All
For writeback, also click Customize on Table Setup and give access to General / Custom Fields and Service / Surveys - Service, so Crewhu can create the custom fields and survey template on your tickets.
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Metrics for Gamification
This one lets Crewhu collect sales activities and opportunities to run contests based on sales metrics. You'll need the following permissions:
- Companies > CRM/Sales Activities > Inquire Level: All
- Sales > Opportunity > Inquire Level: All
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Employee Sync
This feature lets Crewhu sync your ConnectWise members as employees in Crewhu. You'll need the following permissions:
- System > My Company > Inquire Level: All
- System > Member Maintenance > Inquire Level: All
- System > Member Maintenance - Finance > Inquire Level: All
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Trends
This feature allows Crewhu to read service, project, time, and billing data to build Crewhu Trends reports. You'll need the following permissions:
- System > My Company > Inquire Level: All
- Companies > Contacts > Inquire Level: All
- Companies > Surveys > Add, Edit, Delete, and Inquire Level: All
- Finance > Billing Rate Maintenance > Inquire Level: All
- Finance > Billing View Time > Inquire Level: All
- Service Desk > Close Service Tickets > Inquire Level: All
- Service Desk > SLA Dashboard > Inquire Level: All
- Service Desk > Service Tickets > Edit and Inquire Level: All
- Service Desk > Service Tickets - Finance > Inquire Level: All
- Project > Close Project Tickets > Inquire Level: All
- System > Member Maintenance > Inquire Level: All
- System > Member Maintenance - Finance > Inquire Level: All
- System > API Reports > Inquire Level: All
- System > Table Setup > Add, Edit, Delete, and Inquire Level: All
- System > Table Setup > General / Calendar > Inquire Level: All
- System > Table Setup > General / Holiday > Inquire Level: All
- System > Table Setup > Project / Project Status > Inquire Level: All
- System > Table Setup > Project / Project Type > Inquire Level: All
- System > Table Setup > Service / SLA > Inquire Level: All
- Time & Expense > Expense Report Entry > Inquire Level: All
- Time & Expense > Time Entry > Inquire Level: All
- Time & Expense > Time Entry Billable Option > Inquire Level: All
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Explorer
This feature lets Crewhu read your resolved service tickets, their companies, contacts, and time entries, and match them with CSAT surveys in Crewhu Explorer. You'll need the following permissions:
- System > My Company > Inquire Level: All
- Companies > Contacts > Inquire Level: All
- Companies > Surveys > Add, Edit, Delete, and Inquire Level: All
- Service Desk > Close Service Tickets > Inquire Level: All
- Service Desk > SLA Dashboard > Inquire Level: All
- Service Desk > Service Tickets > Edit and Inquire Level: All
- Service Desk > Service Tickets - Finance > Inquire Level: All
- System > API Reports > Inquire Level: All
- System > Table Setup > Add, Edit, Delete, and Inquire Level: All
- Time & Expense > Expense Report Entry > Inquire Level: All
- Time & Expense > Time Entry > Inquire Level: All
- Time & Expense > Time Entry Billable Option > Inquire Level: All
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Project Surveys
This feature allows Crewhu to detect project status changes in ConnectWise and send Project Surveys to the right contacts. You'll need the following permissions:
- System > My Company > Inquire Level: All
- Companies > Contacts > Inquire Level: All
- Project > Close Project Tickets > Inquire Level: All
- Project > Close Projects > Inquire Level: All
- Project > Project Contacts > Inquire Level: All
- Project > Project Finance > Inquire Level: All
- Project > Project Headers > Inquire Level: All
- Project > Project Management > Inquire Level: All
- Project > Project Phase > Inquire Level: All
- Project > Project Scheduling > Inquire Level: All
- Project > Project Teams > Inquire Level: All
- Project > Project Tickets > Inquire Level: All
- System > Table Setup > Project / Project Status > Inquire Level: All
- System > Table Setup > Project / Project Type > Inquire Level: All
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