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.

• 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:

• Select the Project module and set the following permissions:

• Select the Service Desk module and set the following permissions:

• Select the System module and set the following permissions:

*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:

• Select the Marketing module and set the following permissions:

• Click Save