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


ModuleDescriptionAdd LevelEdit LevelDelete LevelInquire Level
CompaniesCompany MaintenanceAllAllNoneAll
Company/Contact Group MaintenanceAllAll
All
All
ContactsAllAllNoneAll
CRM/Sales ActivitiesNoneNoneNoneAll
Import ContactsNoneNoneNoneAll
Manage attachmentsNoneNoneNoneAll
NotesAllAllNoneAll
Team MembersNoneNoneNoneAll
FinanceCompany FinanceNoneNoneNoneAll





ProcurementProduct CatalogAllAllNoneAll
ProductsAllAllAll
All

Purchase OrderAllAll
None
All





SalesClosed OpportunityAllAllNoneAll
OpportunityAllAllNoneAll
Opportunity FinanceAllAllNoneAll





SystemMember MaintenanceNone
None
NoneAll
Security RolesNone
None
NoneAll
My Account / DefaultsNone
NoneNoneAll
My companyNoneNone
NoneAll
Table SetupAllAllAllAll



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