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

Companies

Category Add Level Edit Level Delete Level Inquire Level
Company Maintenance All None All All
Company/Contact Group Maintenance None None None None
Configuration - Display Passwords None None None None
Configurations All All None All
Contacts None None None None
CRM/Sales Activities None None None None
Import Contacts None None None None
Manage Attachments None None None None
Management None None None None
Notes None None None None
Reports None None None None
Surveys None None None None
Team Members None None None None
Tracks None None None None
UserCentric None None None None

Finance

Category Add Level Edit Level Delete Level Inquire Level
Accounting Interface None None None None
Agreement Invoicing None None None None
Agreement Sales None None None None
Agreements None None None None
Billing Rate Maintenance None None None None
Billing View Time None None None None
Company Finance None None None None
Expense Reimbursements None None None None
Financial Dashboard None None None None
Invoice Approval None None None None
Invoicing None None None None
Reports None None None None

Marketing

Category Add Level Edit Level Delete Level Inquire Level
ConnectWise Campaign None None None None
Marketing Groups None All All All
Marketing Management None None None None
Marketing Reports None None None None

Procurement

Category Add Level Edit Level Delete Level Inquire Level
Inventory Adjustments None None None None
Inventory Transfers None None None None
Product Catalog None None None None
Products None None None None
Purchase Orders None None None None
Purchasing Approvals None None None None
Purchasing Demand None None None None
Reports None None None None
RMA Entry None None None None
RMA Processing None None None None
Serial Number Search None None None None

Project

Category Add Level Edit Level Delete Level Inquire Level
Close Project Tickets None None None None
Close Projects None None None None
Project Contacts None None None None
Project Finance None None None None
Project Headers None None None None
Project Management None None None None
Project Notes None None None None
Project Phase None None None None
Project Product None None None None
Project Reports None None None None
Project Scheduling None None None None
Project Teams None None None None
Project Templates None None None None
Project Ticket - Dependancies None None None None
Project Ticket Tasks None None None None
Project Tickets None None None All

Sales

Category Add Level Edit Level Delete Level Inquire Level
Closed Opportunity None None None None
Opportunity None None None None
Opportunity Finance None None None None
Reports None None None None
Sales Dashboard None None None None
Sales Funnel None None None None
Sales Order Finance None None None None
Sales Orders None None None None

Service Desk

Category Add Level Edit Level Delete Level Inquire Level
Agile Board None None None None
ChangeManagement None None None None
ChatAssist None None None None
Close Service Tickets None All None All
CloudConsole None None None None
ConnectWise Control None None None None
ConnectWise Manage Network None None None None
Knowledge Base Approver None None None None
Knowledge Base Creator None None None None
Launch Remote Access None None None None
Merge Tickets None None None None
Print Service Signoff None None None None
Reports None None None None
Resource Scheduling None None None None
Service Dashboard None None None None
Service Ticket - Dependencies None None None None
Service Tickets All All All All
Service Tickets - Finance None None None None
SLA Dashboard None None None None
Ticket Templates None None None None

System

Category Add Level Edit Level Delete Level Inquire Level
API Reports None None None All
Chat with ConnectWise Manage Support None None None None
ConnectWise Manage Labs None None None None
Custom Menu Entry None All None All
Email Audit None None None None
List View Export None None None None
Marketplace Sharing None None None None
Mass Maintenance None None None None
Member Maintenance None None None All
My Account None None None None
My Company None None None None
Report Writer None None None None
Security Roles None None None None
System Reports None None None None
Table Setup None All All All
Today Links None None None None

Time & Expense

Category Add Level Edit Level Delete Level Inquire Level
Expense Approvals None None None None
Expense Report Entry None None None None
Reports None None None None
Stopwatch None None None None
Time Approval None None None None
Time Entry All None All All