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