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      ConnectWise Custom Menu Setup

      1. Log into your ConnectWise instance   
      2. Go to System> Setup Tables

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      3.   Search the table “Custom Menu Entry” 

      4.  On the next page, click on "+" to create a new Menu Entry

      Custom Menu Setup1

      5.  Fill out the required fields. Link is https://connectwise.crushbank.com  

      6.  You now need to add this new Custom menu to the security role you created for the CrushBank API

        1. System> Security Roles> Click on the Security Role you created for the CrushBank API> System> Custom Menu Entry (Customize)> Click on Customize> Move CrushBank to Allow Access to these. 

      CrushBank Pod Instructions

      7. Go to the Menu Location selected and the new menu option should be shown there. In the example below: the menu location is Service Desk and the Menu Entry Caption is "CrushBank"

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      8. Final View in ConnectWise

      Custom Menu Setup