ConnectWise Manage - Permissions for API Member Security Role
Written by Owen Parry
Updated at August 13th, 2024
Table of Contents
Permissions by Security Module
| Module | Action | Add Level | Edit Level | Inquire Level |
|---|---|---|---|---|
| Companies | Company Maintenance | All | ||
| Companies | Configurations (* See Below) | All | ||
| Finance | Billing View Time | All († See Below) | All | |
| Service Desk | Close Service Tickets | All († See Below) | All († See Below) | |
| Service Desk | Resource Scheduling (* See Below) | All | All | All |
| Service Desk | Service Tickets | My | All | All |
| System | Member Maintenance | All | ||
| System | My Company | All | ||
| System | Table Setup (* See Below) | All | All | |
| Time & Expense | Time Entry | All | All († See Below) | All |
| Time & Expense | Time Entry Billable Option | All | All |
† These permissions are specifically for Technician Mode Ticketing.
* These actions can be customized in the table below.
Action Customizations
Found via the "Customize" link next to each Action.
| Action | Allow Access To |
|---|---|
| Configurations | Managed Server, Managed Workstation (anything else that could signify Computers that AutoElevate would be installed on) |
| Resource Scheduling | Select the company levels this role will need scheduling access for. |
| Table Setup | General / Manage Hosted API, Service / Service Board |