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Table of Contents

 

Introduction

We want to help our white label partners to use Workspace 365 for the interaction with their customers. A way to do this is to give customers insight into their tickets, without having to log in to an external system.

We developed integration for this in ConnectWise. Also, we will start supporting Autotask in the near future. It is only possible to see the (status of) open tickets. The next step is to also let customers submit new tickets through Workspace 365.

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Configuration

To configure ConnectWise as a self-hosted partner, click here.

Go to the App store (or click on "+ Add tiles"). Make sure Manage apps is selected. Then, edit the app.

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You can edit the app permissions, icon (color), app name and destination (new window or current). When you're done, click Save.

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When the app has been configured correctly, it can be added from the App store to Workspace, either to a new or existing group.

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The signed in user will only see their own created tickets, filtered by the UPN. If that user does not exits in ConnectWise, it will be created and it could take up to 10 minutes before this is updated in the Workspace.

This configuration is only possible on instance level. For individual environments this is not possible right now. This means that you can only configure one ConnectWise for all the Workspaces registered on the instance

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