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Dashboard embedding within ConnectWise Manage integration

Embedding suggests that you can manage and use your Infrascale Dashboard from within your ConnectWise Manage environment. For this, you have to integrate the views and create the relevant menu items.

  1. In the Infrascale Dashboard, go to IntegrationsConnectWise ManageTicketing Settings (or Billing Settings).

  2. Click the Settings button.

  3. On the Embedding tab:

    1. In the drop-down list, click the Infrascale Dashboard account name to be used for automatic login.

      You can create a dedicated user with the appropriate role and restricted permissions for this purpose only. Go to SettingsAdministration, and click Create User.

    2. Select Custom Menu Item for Data Usage and Custom Menu Item for Monitoring Tickets.

    3. In the Custom Menu Caption boxes, enter the desired names for the new ConnectWise menu items.

    4. In the Custom Menu Location boxes, enter the names of the existing ConnectWise menu items.

  4. Click Apply to save changes.


As a result, in your ConnectWise Manage environment, you will have two new menu items to show and use the ConnectWise Billing and ConnectWise Ticketing pages from the Infrascale Dashboard.