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.
- In ConnectWise Manage, go to System > Security Roles
- Create a new role called SmileBack
- Select this role, open the Companies module, and set the following permissions:
Description Add Edit Delete Inquire Surveys All None None All - Select the Project module and set the following permissions:
Description Add Edit Delete Inquire Project Tickets All All None All - 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 - 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 - Select the Time & Expense module and set the following permissions:
Description Add Edit Delete Inquire Time Entry None None None All - Click Save
Comments
0 comments
Please sign in to leave a comment.