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Configure ConnectWise Manage for the Auvik dashboard

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Do your users live in ConnectWise Manage? And also live in Auvik? You can configure ConnectWise Manage in one of two ways to include a point of entry into your Auvik dashboard.

How to add a ConnectWise Manage-hosted API

  1. Log into the ConnectWise Manage dashboard.
  2. From the navigation menu, click System, then Setup Tables.
  3. Under the table column, enter Manage Hosted API and click the row from the search results that come up.
  4. Click Add.

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  1. Enter a description of Auvik.
  2. Select the screen where you’d like the new tab to appear.
  3. Enter an origin of https://my.auvik.com/login.
  4. Enter the URL of your main Auvik dashboard.
  5. Click Save.

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For the new option to appear, you must select it to be revealed on the screen you set in the configuration. Note that it could take a few minutes before the new option appears as a tab you can display. You may even need to restart a service to pick up the new option.

  1. Navigate to the screen where the new tab should appear.
  2. Click the gear (ConnectWise66.png) at the end of the navigation bar. You might need to click the right arrow a few times to reach the end. Using a company as an example:

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  1. Click on the new tab option and click the right arrow.

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  1. By default, the new tab appears at the end of the displayed tabs. From the Displayed list, locate the tab and move it to the desired location using the up and down arrows.
  2. Click Save.

How to add a custom menu entry

  1. Log into the ConnectWise Manage dashboard.
  2. From the navigation menu, click System, then Setup Tables.
  3. Under the table column, enter Custom Menu Entry.
  4. Click Add.

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  1. Enter Auvik as the caption.
  2. Enter our ConnectWise Manage URL as the origin.
  3. Select a Menu Location.
  4. Enter the link to your main Auvik dashboard.
  5. Click Test Link to confirm the link works.
  6. Optional: Upload an image.
  7. Select which locations can use the new custom menu option.
  8. Click Save.

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