Minimum ConnectWise Security Requirements

For the 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.

Module
Action
Inquire Level

Companies

Company Maintenance

All

Companies

Contacts

All

Companies

Management

All

Companies

Notes

All

Companies

Team Members

All

Companies

Tracks

All

Finance

Agreements

All

Finance

Billing Rate Maintenance

All

Finance

Billing View Time

All

Finance

Company Finance

All

Project

Close Projects

All

Project

Project Contacts

All

Project

Project Headers

All

Project

Project Management

All

Project

Project Notes

All

Project

Project Phase

All

Project

Project Product

All

Project

Project Scheduling

All

Project

Project Teams

All

Project

Project Templates

All

Project

Project Ticket - Dependencies

All

Project

Project Ticket Tasks

All

Project

Project Tickets

All

Sales

Opportunity

All

Sales

Sales Dashboard

All

Sales

Sales Funnel

All

Sales

Sales Orders

All

Service Desk

Close Service Tickets

All

Service Desk

Merge Tickets

All

Service Desk

Resource Scheduling

All

Service Desk

Service Ticket - Dependencies

All

Service Desk

Service Tickets

All

Service Desk

SLA Dashboard

All

Service Desk

Ticket Templates

All

System

Member Maintenance

All

System

My Company

All

Time & Expense

Time Approval

All

Time & Expense

Time Entry

All

Time & Expense

Time Entry Billable Option

All

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 CSP Portal 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.


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