Profiles, Permissions and Notifications

• Profile Scope & Permissions
• Notifications by Profile & Scope
• Notifications - Management and Details
• Profiles- Defaults, Assign, scope & more

Integrations

• CSAT Survey Settings
• Autotask SOAP Integration
• Connectwise Integration - REST API
• Power BI Integration - Open API
• Connectwise Onboarding Guide- v2.0
• Autotask Integration (Snippet Only)

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Setup

• Add your crew
• Employee Onboarding

Surveys

• Writeback Survey
• Configure CSAT Survey Settings
• Setup Resolved, Reply, Signature Surveys
• 1 Click Survey Landing Page
• Employee marked as UNKNOWN
• NPS Surveys

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Employee Recognition Badges

• Automated Birthday and Anniversary Badges
• Automated Engagement Notifications
• Badge Settings Explained

Gamification

• Create SMART Contests
• What are Crewhu Metrics?
• Automated Custom Metrics: how to create automated contests using metrics important to your business
• Scores- Keep Your Crew Engaged
• New Metrics: Contests use case
• Download a report from Connectwise Marketplace and use it in your Automated Contests

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Reports

• CSAT Detail Report Groups

Dashboard

• Big Screen Dashboards- CSAT
• Management Dashboard Explained

Legal Stuff

• Crewhu's Privacy Policy
• Crewhu's GDPR Statement