Overview
This article describes how to embed a BrightGauge dashboard into ConnectWise PSA®.
Embed a Dashboard in PSA
To embed a dashboard in PSA:
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Log in to BrightGauge and identify which dashboard you would like to embed.
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Click on More in the upper-right corner and select Public URL. The Public URL modal appears.
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Select the Enable Public Dashboard toggle. This provides you with the URL you need to embed the dashboard into PSA. Copy this link and save it for later.
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Important: Please be aware that anyone who has access to this link may review the data presented on the dashboard.
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Log in to ConnectWise PSA.
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Navigate to System > Setup Tables
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Search for *API in the Table column.
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Click on PSA (formerly Manage) Hosted API.
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Click the + icon.
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Configure the details for your embedded dashboard:
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Enter a descriptive name under Description as we will be referencing this later.
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Select Today from the Screen drop-down.
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Paste the public dashboard URL into the URL section.
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Select Tab.
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Optional: If you would like to restrict this dashboard to specific locations, you may do so under Location Restrictions. Currently, there is no way to restrict by member.
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Click the Save icon.
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Navigate to the Today screen (My Favorites > Today).
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Press [Ctrl] + [r] to perform a hard refresh. This ensures your embedded dashboard tab appears.
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From the Today screen, click the gear icon. The new tab is listed in the Not Displayed section.
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Click the right-facing arrow to move it into the Displayed column.
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Click SAVE. Your BrightGauge dashboard is now presented in ConnectWise PSA!
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