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      Connectwise security roles for API Users

      Below are the security role permissions that Zomentum requires while creating an API User in Connectwise. 

      Module Description Add Level Edit Level Delete Level Inquire Level
      Companies Company Maintenance All All None All
        Company/Contact Group Maintenance All All None All
        Contacts All All None All
        CRM/Sales Activities All All None All
        Import Contacts All All None All
        Manage attachments All All None All
        Notes All All None All
        Team Members All All None All
                 
      Finance Company Finance All All None All
                 
      Procurement Inventory adjustments All All None All
        Inventory transfers All All None All
        Product billable option All All None All
        Product Catalogue All All None All
        Products All All All All
        Serial Number Search All All None All
                 
      Sales Closed Opportunity All All None All
        Opportunity All All None All
        Opportunity Finance All All None All
        Sales dashboard All All None All
                 
      System Member Maintenance None None None All
        Security Roles None None None All
        My Account / Defaults None None None All
        My company None None None All
        Table Setup None None None All

       

       

       


       

      Note: The list will be updated based on any new functionality we add to the Connectwise integration.