Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.


  1. Navigate to "Configure" under "CapsuleCRM"

  2. Add your CapsuleCRM Token.

    You can generate a token directly from your Capsule account via the Personal Access Tokens tab of the My Preferences > API Authentication Tokens page. You'll need to generate a token with read and write rights.

  3. Add the URL of your Capsule CRM.

    Make sure that the url includes https:// at the start!

  4. For each project category select a project role to determine who can view the CapsuleCRM panel. You can read about the role functionality here.

    If you don't want to show the CapsuleCRM panel on a project category you can leave set the selection field to "--".