ALERT: Datto Drive Cloud service will no longer be available as of July 1, 2019. For more information, see our end-of-life article. If you'd like to migrate your data to Datto Workplace, see our migration guide.
To learn how to download your Datto Drive Cloud data, please visit this article.

ConnectWise: How Do I Specify Security Permissions?

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Question

How do I specify security permissions in ConnectWise?

Environment

  • ConnectWise 2.0

Answer

The new ConnectWise 2.0 integration allows users to specify security roles and permissions on a more granular level than was previously available in the SOAP API. 

Setting security permissions

To set permissions, choose System from the ConnectWise Admin page, and then click Security Roles and choose the + icon to create a new role. Name the new role Datto.

Figure 1: Security roles

Datto recommends creating a Datto-specific security role for setting permissions and administrating security.  Set modules and permissions according to the following table:

Module Permission Add Edit Delete Inquire
Companies Company Maintenance None None None

All

  Configurations All All None All
  Contacts None None None All
Finance Agreements None None None All
Procurement Product Catalog All None None All
Project Project Tickets None None None All
Service Desk Service Tickets All None None All

 

As a Partner, you have the option to prevent the API from accessing encrypted ConnectWise passwords for other configuration types, as the Datto integration does not require this access. To do so, navigate to System → Security Roles → Companies → Configuration → Customize. In the Update Security window, add your Datto Device configuration type to the Allow Access to these category. See Figure 2 for an example.

Figure 2: Update Security (click to enlarge)

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