Create a custom Security Role

If you do not want to use the Admin security role for the API Member, you can create a custom Security Role instead.

1. On your ConnectWise Manage internet client, go to System > Security Roles.
2. Click the plus (+) New Item button in the Security Roles section.
3. Enter a name for the Role ID.
4. Click Save.
5. Configure the role settings according to the Custom Security Role Required Permissions.
6. Click Save or Save and Close to apply.

Custom Security Role required permissions

Category	Sub-category	Add Level	Edit Level	Delete Level	Inquire Level
Companies	Company Maintenance	All	All	All	All
	Configurations	All	All	All	All
	Contacts	All	All	All	All
System	Member Maintenance	All	All	All	All
	Security	All	All	All	All
	Table Setup	All	All	All	All