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Customize ConnectWise Home based on Roles

Andrew Steele 2 months ago 0

We need the ability to customize the Home Page for ConnectWise Home based on Roles.

Why?

The "Contact My ConnectWise Team" button on the right side of the screen should not be visible to any user with any role.  We do not want/need technicians to be engaging any account managers.  Also with RMM(ASIO) application roles.  We have customers needing to use the "Client Site Manager" role.  As ASIO is site based and we cannout assign all sites in ASIO to a Client End User in ASIO.  With not being able to restrict this button from view, our end customers can see our ConnectWise account managers and their contact information.  This is simply not acceptable for providing clients access in ASIO.

Also, trial products are listed in the "Products" tab of the "My ConnectWise Hub" without the ability to restrict who see's these.


What business outcome would I gain from this feature or change?

The ability to properly contol what information is presented to users in ConnectWise Home, removing unnecessary clutter.  Allow ing proper use of delegating access to customers in ASIO as without restricting this view they will have direct access to contact our account management team.


What difficulities or problems are you tring to solve with your team?

Technical team has a desire to migrate any current customer using the legacy ASIO portal for "Client End User" access.  This portal is old, visually messy and needs updating.  To get around this we were considering Client Site Manager access and utilizng ConnectWise Home.