TABLE OF CONTENTS
- Step 1: Companies
- Step 2: Finance
- Step 3: Procurement
- Step 4: Project
- Step 5: Service Desk
- Step 6: System
- Step 7: System Custom Menu Entry
- Step 8: System Table Setup
- Step 9: Time & Expense
- Step 10: API Member
In cases when you don't want to use the Admin role you can create a custom security role, which we recommend doing.
In order to create a custom security role in ConnectWise PSA navigate to System> Security Roles and grant the permissions described below.
After creating a security role with relevant permissions assign this security role to the integration user (API Member). Please note that an additional Manage license is NOT required to have an API Member assigned with a Security Role.
Step 1: Companies
Companies > Company Maintenance
Inquire - All
Companies > Contacts
Inquire - All
Companies > Manage Attachments
Inquire - All
Step 2: Finance
Finance > Accounting Interface
Add - All
Edit - All
Delete - All
Inquire - All
Finance > Invoicing
Edit - All
Delete - All
Inquire - All
Step 3: Procurement
Procurement > Product Catalog
Inquire - All
Procurement > Products
Inquire - All
Procurement > Purchase Orders
Inquire - All
Procurement > Purchase Orders (Aiso)
Inquire - All
Step 4: Project
Project > Project Tickets
Inquire - All
Step 5: Service Desk
Service Desk > Service Tickets
Inquire -All
Step 6: System
System > API Reports
Inquire - All
System > Custom Menu Entry
Add - All
Edit - All
Delete - All
Inquire - All
System > Member Maintenance
Inquire - All
Step 7: System Custom Menu Entry
Important Note - This step is not necessary unless you are creating a custom menu entry for Mobius inside your ConnectWise PSA instance.
System> Custom Menu Entry> Click Customize
Allow Access to :
Mobius
Step 8: System Table Setup
System > Table Setup
Inquire - All
System> Table Setup > Click Customize next to table set up
Allow Access to :
General Ledger / Accounting Package
Invoicing / Billing Status
Invoicing / Tax code
Products / UOM
Step 9: Time & Expense
Time & Expense > Expense Report Entry
Inquire - All
Time & Expense > Time Entry
Inquire - All
Step 10: API Member
Once you have created the API member the “Role ID” field must be set to the custom security role that you just created in the previous steps. (This is STRONGLY RECOMMENDED). Or to the ”Admin” role.
Then follow these steps to create an API Member, it is recommended to name the API Member "Mobius" so as to easily identify it. This Connect Wise article, How to create API Member and API keys is very helpful with this step.
Here is an example of where the custom security role you created is selected when creating your API member.