Minimum ConnectWise Security Requirements

For TimeSanity, we recommend creating a new security role, based on the minimum security requirements matrix below.

You can create a new Security Role within ConnectWise from Setup > Security Roles > New Item

Permissions Matrix

Inquire Level permissions are required across a range of modules in ConnectWise. None of the modules require Add/Edit/Delete, so these have been excluded from the table below.

TimeSanity requires access to the following under System > Table Setup > Customize

• General / Auto Sync
• Project / Project Boards
• Service / Service Boards

Create an API User:

As a ConnectWise Administrator, browse to System > Members

Select the API Members tab and click the + Symbol to add a new API Member.

A lot of the fields can be left as their default, and requirements per company may differ.

The following are requirements:

• Role ID: (Name of the Security Role created earlier)
• Level: Corporate (Level 1)

Once complete, save your new API Member.

Create an API Key

Load into your recently created API Member:

Select the API keys tab and click the + Symbol to create a new API Key Pair.

Name your Key Pair and Save.

Store your API Public and Private Keys in a secure location.

These will only be available for you to view/copy once.