ConnectWise: How Do I Specify Security Permissions?

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Question

How do I specify security permissions in Connectwise?

Environment

  • ConnectWise 2.0

Overview

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, 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

Additional resources

How do I Integrate ConnectWise 2.0 With My Datto Appliance? 


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