Security Role Update
We must ensure that our security role is updated to match the required permissions for our system to interact correctly with the Connectwise
Login to ConnectWise Manage
Navigate to System > Security Roles.
Create a new Security Role with the following permissions:
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Expand Companies and grant Inquire to Company Maintenance
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Expand Finance and grant Inquire to Agreement Sales
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Within Finance, grant Add, Edit, and Inquire to Agreements.
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Select Customize for Agreements, and ensure any contract types that you wish to have synced into the tool are moved over to the left side(Allow). By default, we suggest all types to be set this way, but you can limit what gets synced over by leaving them on the right side if you wish.
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Expand Procurement and grant Edit and Inquire to Product Catalog and Products.
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Expand Service Desk and grant Add, Edit, and Inquire to Close Service Tickets, Merge Tickets, and Service Tickets.
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Expand System and Grant Add, and Inquire to Table Setup.
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Select Customize for Table Setup and ensure "Company / Company Status", "Company / Company Type", "Invoicing / Billing Cycle", "Service / Service Board", and “Service / Priority” is set to Allow(left side box).
These are the minimum permissions that you will need.
Ensure that you save before leaving the Security Roles page, and if you have no assigned this Security Role to an API Member user, please do so.