Custom security role

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 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. 

Companies > Company Maintenance

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Companies > Contacts

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Companies > Manage Attachments

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Finance > Accounting Interface

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Edit - All

Delete - All

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Finance > Invoicing

Edit - All

Delete - All

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Procurement > Product Catalog

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Procurement > Products

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Procurement > Purchase Orders

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Service Desk > Service Tickets

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System > API Reports

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System > Member Maintenance

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System > Table Setup

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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



Time & Expense > Expense Report Entry

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Time & Expense > Time Entry

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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 as well as this ConnectWise video are both very helpful with this step.

Here is an example of where the custom security role you created is selected when creating your API member.





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