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	None	All	All
	Configurations	All	All	None	All
Project	Project Tickets	None	None	None	All
Service Desk	Close Service Tickets	None	All	None	All
	Service Tickets	All	All	All	All
System	API Reports	None	None	None	All
	Member Maintenance	None	None	None	All
	Table Setup	None	None	All	All
Time & Expenses	Time Entry	All	None	All	All