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  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 "--".

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