QuoteWerks Development and Technical Support recommends that the API User have Admin rights in ConnectWise PSA (Manage). This being said, we understand how security is a concern when adding any integration into your environment.
The reason that we recommend having Admin Rights is that the developers of ConnectWise PSA (Manage) have been known to tie security rights to unrelated roles and make undocumented API changes mid-release without notifying integrated partners or their paying customers.
As new QuoteWerks functionality is added or more security roles are released, changes will need to be made to the ConnectWise PSA (Manage) API user. If the API user is not adjusted as ConnectWise PSA (Manage) makes changes, you may receive error messages letting you know that changes will need to be made to the API user or receive access denied messages when trying to access specific entities.
For these reasons, QuoteWerks Development and Technical Support recommend that the API User have Admin rights in ConnectWise PSA (Manage).
In cases where this is not possible, we have provided the following minimum access rights. When implementing the first time, or as ConnectWise PSA (Manage) changes, or QuoteWerks features are added, it will be your responsibility to test and verify each setting in your specific ConnectWise PSA (Manage) instance (especially if you are not using the most current ConnectWise PSA (Manage) version available with all updates applied). Our recommendations are based on the current ConnectWise PSA (Manage) Instance that is available at na.myconnectwise.net. As we are made aware of changes that are necessary to the ConnectWise PSA (Manage) API user, we will update our recommendations.
For security reasons, QuoteWerks Technical Support does not manage your specific ConnectWise PSA (Manage) Instance and changes made to your API users along with changes to your ConnectWise PSA (Manage) Instance should only be made after you have consulted with your ConnectWise PSA (Manage) Administrator(s).
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Companies-----------------------------------
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Company Maintenance
• Inquire Level - ALL
Contacts
• Add Level - ALL
• Edit Level - ALL
• Inquire Level - ALL
CRM/Sales Activities
• Add Level - ALL
• Edit Level - ALL
• Inquire Level - ALL
Manage Attachments
• Add Level - All
• Delete Level - ALL
• Inquire Level - All
Notes
• Add Level - ALL
• Edit Level - ALL
• Delete Level - ALL
• Inquire Level - ALL
Management
• Inquire Level - ALL
Team Members
• Inquire Level - ALL
Reports
• Inquire Level - ALL
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Finance-------------------------------------
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Agreements
• Inquire Level - ALL
• Add Level - ALL
Agreement Sales
• Inquire Level - ALL
Company Finance
• Inquire Level - ALL
Reports
• Inquire Level - ALL
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Marketing-----------------------------------
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Marketing Management
• Inquire Level - ALL
ConnectWise Campaign
• Inquire Level - ALL
Marketing Groups
• Inquire Level - ALL
Marketing Reports
• Inquire Level - ALL
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Procurement---------------------------------
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Product Catalog
• Add Level - ALL
• Inquire Level - ALL
Product Billable Option
• Inquire Level - ALL
Products
• Add Level - ALL
• Edit Level - ALL
• Delete Level - ALL
• Inquire Level - ALL
Purchase Orders
• Add Level - ALL
• Edit Level - ALL
• Inquire Level - ALL
Reports
• Inquire Level - ALL
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Project-------------------------------------
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Project Headers
• Add Level - ALL
• Inquire Level - ALL
Project Product
• Add Level - ALL
• Edit Level - ALL
• Inquire Level - ALL
Project Phase
• Inquire Level - ALL
Project Reports
• Inquire Level - ALL
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Sales---------------------------------------
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Opportunity
• Add Level - ALL
• Edit Level - ALL
• Delete Level - ALL
• Inquire Level - ALL
Closed Opportunity
• Add Level - ALL
• Edit Level - ALL
• Delete Level - ALL
• Inquire Level - ALL
Sales Orders
• Add Level - ALL
• Inquire Level - ALL
Opportunity Finance
• Inquire Level - ALL
Sales Dashboard
• Inquire Level - ALL
Sales Funnel
• Inquire Level - ALL
Sales Order Finance
• Inquire Level - ALL
Reports
• Inquire Level - ALL
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Service Desk--------------------------------
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Service Tickets
• Add Level - ALL
• Inquire Level - ALL
Reports
• Inquire Level - ALL
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System--------------------------------------
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API Reports
• Inquire Level - ALL
My Company
• Inquire Level - ALL
Table Setup
• Inquire Level - ALL
Custom Menu Entry
• Inquire Level - ALL
Security Roles
• Inquire Level - ALL
System Reports
• Inquire Level - ALL
Member Maintenance
• Inquire Level - ALL
My Account
• Inquire Level - ALL
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As of 11/9/2020 ConnectWise Manage security rights