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.
