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 (API Member). Please note that an additional Manage licence is not required to have an API Member assigned with a Security Role.
Companies > Company Maintenance
Inquire - All
Companies > Contacts
Inquire - All
Companies > Manage Attachments
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
System > Table Setup
Inquire - All
System> Table Seup > Customize
Allow Access to:
Invoicing / Billing Status
Invoicing / Tax code
Time & Expense > Expense Report Entry
Inquire - All
Time & Expense > Time Entry
Inquire - All
Then follow the steps to create an API Member. This ConnectWise video is very helpful.