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