Platform Workflows
This page covers the account-level options that connect Crewsum to your other systems.
Approvals
Section titled “Approvals”Approval workflows have their own page. See Reviewing Time for the four review paths, approval links, and who receives submission emails.
Account Settings
Section titled “Account Settings”Administrators manage these options under Admin Settings > Account Settings:
- Company Name
- Workweek Start: the day each seven-day timesheet period begins. The default is Saturday. See Timesheets.
- Internal Copy Email: an address that receives an informational copy of submission and review emails.
The Tenant Admin also sees Account Setup, a guided setup for the first client, project, contact, and associates, and Subscription. Every user except the Tenant Admin counts as a seat, including archived users.
API Access
Section titled “API Access”Administrators create API keys under Developer > API Keys with Generate API Key, and choose the scopes each key can use. Requests send the key in the x-api-key header to https://api.crewsum.com/v1.
See Create an API Key and the API Reference.
Webhooks
Section titled “Webhooks”Webhooks send Crewsum events to your systems so they do not have to poll. Administrators add webhooks under Developer > Webhooks with Add Webhook.
Events cover:
- timesheets:
timesheet.saved,timesheet.submitted(self-submission only),timecards.reviewed(approval-link and API reviews), andtimesheet.deleted - clients, end customers, projects, tasks, and associations
- contacts, emitted as
project-contacts.* - suppliers and supplier contacts
- users, including
users.archived
See Creating a Webhook and the Events Overview.