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


ModuleDescriptionAdd LevelEdit LevelDelete LevelInquire Level
CompaniesCompany MaintenanceAllNoneNoneAll
Company/Contact group MaintenanceAllAllNoneAll
ContactsAllAllNoneAll
CRM/Sales ActivitiesAllAllNoneAll
Import ContactsAllAllNoneAll
Manage attachmentsAllAllNoneAll
NotesAllAllNoneAll
Team MembersAllAllNoneAll
FinanceCompany FinanceAllAllNoneAll
ProcurementInventory adjustmentsAllAllNoneAll
Inventory transfersAllAllNoneAll
Product billable optionAllAllNoneAll
Product catalogAllAllNoneAll
ProductsAllAllNoneAll
Serial Number SearchAllAllNoneAll
SalesClosed OpportunityAllAllNoneAll
OpportunityAllAllNoneAll
Opportunity financeAllAllNoneAll
Sales dashboardAllAllNoneAll
SystemMember MaintenanceAllAllNoneAll
Security RolesAllAllNoneAll
My Account / DefaultsAllAllNoneAll
My companyAllAllNoneAll
Table SetupAllAllNoneAll
Service DeskService TicketsAllAllNoneAll
Service Tickets - FinanceAllAllNoneAll



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