Task 1. Configuring New ConnectWise Manage Security Role
To configuring the new ConnectWise Manage security role perform the following steps.
From the ConnectWise navigation menu, click System, select Security Roles, then click the + sign.
Enter (i.e. BarracudaMSP) API for the Role ID.
Click Save.
Click to expand and update the following modules with the applicable levels.
Companies Module | Add Level | Edit Level | Delete Level | Inquire Level |
Company Maintenance | None | All | None | All |
Company/Contact Group Maintenance | None | None | None | All |
Configuration β Display Passwords | None | All | None | All |
Configurations | All | All | None | All |
Contacts | None | None | None | All |
CRM/Sales Activities | None | All | None | All |
Import Contacts | None | None | None | None |
Manage Attachments | None | None | None | None |
Management | None | None | None | All |
Notes | None | None | None | None |
Reports | None | None | None | None |
Surveys | None | None | None | None |
Teams Members | None | None | None | None |
Tracks | None | None | None | None |
User Scenarios | None | None | None | None |
Finance Module | Add Level | Edit Level | Delete Level | Inquire Level |
Accounting InterfaceΒ Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β Β | All | All | None | All |
Agreement Invoicing | All | All | None | All |
Agreement Sales | All | All | None | All |
Agreements | All | All | None | All |
Billing Rate Maintenance | All | All | None | All |
Billing Reconciliation | None | None | None | None |
Billing View Time | All | All | None | All |
Company Finance | None | None | None | All |
Expense Reimbursement | None | None | None | None |
Financial Dashboard | All | All | None | All |
Invoice Approval | All | All | None | All |
Invoicing | All | All | None | All |
Reports | All | All | None | All |
Project Module | Add Level | Edit Level | Delete Level | Inquire Level |
Close Project Tickets | None | All | None | All |
Close Project | None | None | None | None |
Project Contacts | None | None | None | None |
Project Finance | None | None | None | None |
Project Headers | None | All | None | All |
Project Management | None | None | None | None |
Project Notes | None | None | None | None |
Project Phase | None | None | None | All |
Project Product | None | None | None | None |
Project Reports | None | None | None | None |
Project Scheduling | All | All | All | All |
Project Teams | None | None | None | All |
Project Templates | None | None | None | None |
Project Ticket - Dependencies | None | None | None | None |
Project Ticket - Tasks | None | None | None | None |
Project Tickets | None | All | None | All |
Sales Module | Add Level | Edit Level | Delete Level | Inquire Level |
Closed Opportunity | None | All | None | All |
Opportunity | None | All | None | All |
Opportunity Finance | None | None | None | None |
Reports | None | None | None | None |
Sales Dashboard | None | None | None | None |
Sales Funnel | None | None | None | None |
Sales Order Finance | None | None | None | None |
Sales Orders | None | None | None | None |
Service Desk Module | Add Level | Edit Level | Delete Level | Inquire Level |
Change Approvals | None | None | None | None |
Change Management | None | None | None | None |
Close Service Tickets | None | All | None | All |
Cloud Console | None | None |