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.


Companies > Company Maintenance

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Companies > Contacts

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Finance > Accounting Interface

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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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