Crates

A form to grant accesses outside of usual working country. Give options for country or countries of travel & return date to the US. Option for a cruise generator as that might have multiple countries / different limitations. Most important piece would be the aspect of the return date and removing the employees exceptions.

Allow users to create groups to set a role or any rules against. More granular permissions for the existing Roles features which allows you to hand pick which parts of each integrations actions are able to be visible, available to use and actionable by the user. Also to be able to create a group which is linked to a Role, where it is provided it's permissions, assign multiple users to that group and allow us to specify which forms members of the group are entitled to use. For example, I have a holiday request form that I want non-approver level "end users" to fill in a form to create a huntress exception, but I don't want to add them as a "Forms User" which would give them access to something like a new Microsoft Account onboarding form. It needs to be granular.

It would be a really useful to have a crate that could compare email/contacts in Manage(PSA) and either merge or delete the one in catchall. Honestly I'd prefer a merge option.

I would love a crate that would allow us to move a prospect to client status in manage and have it then build out the onboarding checklist and do most of if not all the work. Create autoelevate,duo,huntress,immy,synnex, etc. Sophos would be big for making a monthly client then pulling in the install link to immy and setting up the deployment for onboarding.

Most of the Rewst-provided Microsoft crates have built-in ticket implementation so you can put an existing PSA ticket number or create if left blank, but the Add or Remove Group Membership one does not have that. It is absent in the form and corresponding workflow. It would be great if this feature could be added so that we don't need to alter/unsync the workflow. Thank you!

The form that helps set the org vars for ITGlue exclusion should be unpacked automatically alongside this crate to help clients always have more granular control of what forms exactly are published to ITGlue vs. all forms automatically being generated into the platform.

In Microsoft 365 Offboarding crate, there is a LOVELEY option to assign the offboarded user's OneDrive. When selected, an email with the shared folder Offboarding_Transfer goes to the person with access granted to the offboarded's OneDrive. This can get confusing for managers who have access to multiple disabled user's OneDrive folders. Using mailNickname prefix will differentiate user folders and change the subject in the email with clients' familiar naming convention. For Example, the manager of John Doe, JDoe@contoso.com , will have JDoe_Offboard_Transfer folder was shared with you.

So the form, for example, if you want to set defaults for the email domain name, You have modify form fields, such as default selected and force_default, And that requires you to unsync the form we should prepopulate these fields, and then the workflow just says, ok does the org variable exist and if so does it have values, if yes, select those

We should be able to change the ticket template using an org variable

A rather high number of our customers have different log in names to email addresses so our success rate at matching contact on this crate is a little low. We do however capture the username format in the onboarding "Add new Client to Rewst crate so it would be nice if that could be used in the crate to identify the probable user name from the First name Last name of the contact.