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
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Companies > Contacts
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Finance > Accounting Interface
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Delete - All
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Finance > Invoicing
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Procurement > Product Catalog
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Procurement > Products
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Procurement > Purchase Orders
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System > API Reports
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System > Member Maintenance
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Time & Expense > Expense Report Entry
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Time & Expense > Time Entry
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