In cases when you don't want to use 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.
Companies > Company Maintenance
Inquire - All
Companies > Contacts
Inquire - All
Finance > Accounting Interface
Add - All
Edit - All
Delete - All
Inquire - All
Finance > Invoicing
Edit - All
Inquire - All
Delete - All
Procurement > Product Catalog
Inquire - All
Procurement > Products
Inquire - All
Procurement > Purchase Orders
Inquire - All
System > API Reports
Inquire - All
System > Member Maintenance
Inquire - All
Time & Expense > Expense Report Entry
Inquire - All
Time & Expense > Time Entry
Inquire - All