Creating a custom security role in ConnectWise Manage

This article describes how to create a custom security role in ConnectWise Manage containing minimum security permissions needed by SmileBack.

This information is offered as an alternative to assigning the Admin security role to the SmileBack API Member in ConnectWise Manage.

1. In ConnectWise Manage, go to System > Security Roles
2. Create a new role called SmileBack
3. Select this role, open the Companies module, and set the following permissions:

   Description	Add	Edit	Delete	Inquire
   Surveys	All	None	None	All

4. Select the Project module and set the following permissions:
   

   Description	Add	Edit	Delete	Inquire
   Project Tickets	All	All	None	All

5. Select the Service Desk module and set the following permissions:

   Description	Add	Edit	Delete	Inquire
   Service Tickets	All	All	None	All
   Resource Scheduling	None	None	None	All

6. Select the System module and set the following permissions:

   Description	Add	Edit	Delete	Inquire
   API Reports	None	None	None	All
   Member Maintenance	None	None	None	All
   Table Setup	All	None	None	All

7. Select the Time & Expense module and set the following permissions:

   Description	Add	Edit	Delete	Inquire
   Time Entry	None	None	None	All

8. Click Save