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 |
Company Maintenance |
None |
None |
None |
All |
Company/Contact Group Maintenance |
None |
None |
None |
All |
Contacts |
None |
None |
None |
All |
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
|
*You can further define this section by clicking on "Customize" and allowing access to these tables only "Service / Service Board" and "Service / Surveys - Service"
- Select the Time & Expense module and set the following permissions:
Description |
Add |
Edit |
Delete |
Inquire |
Time Entry |
None |
None |
None |
All |
- Select the Marketing module and set the following permissions:
Description |
Add |
Edit |
Delete |
Inquire |
Marketing Groups |
All |
None |
None |
All |
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