Custom security role

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.  

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