Required Permissions for ConnectWise Manage Security Role

To create and configure a new ConnectWise Manage security role, perform the following:

Log in to the ConnectWise Manage console.
In the System menu, select Security Roles.

Select Security Roles, then click the + sign.

Enter API for the Role ID. This role ID should be used to create API Member.
Click Save.
Click to expand and update the following modules with the applicable levels as specified below.
Set Inquiry level to all for the following Security Role Module functions:
- Table Setup of System module

Once you granted the Table Setup permission, click Customize and make sure the entries mentioned below are listed in the Allow access to these columns: Service / Service Board

Set Inquiry level to all for the following Security Role Module functions:
- Company Maintenance of Company module
- Contacts of Company Module
- Close Service Tickets of Service Desk module
- Service Tickets of Service Desk module
- Agreements of Finance module
- Company Finance of Finance Module
- Product Catalog of Procurement module
- Products of Procurement module
- Product Billable Option of Procurement module
Set Edit level to all for the following Security Role Module functions:
- Close Service Tickets of Service Desk module
- Service Tickets of Service Desk module
- Agreements of Finance module
- Company Finance of Finance Module
- Product Billable Option of Procurement module
Set Add level to all for the following Security Role Module functions:
- Service Tickets of Service Desk module
- Agreements of Finance module
- Company Finance of Finance Module
- Product Billable Option of Procurement module
Save your selection. Once the security role along with the required permissions is created, proceed to create an API Member.