Connectwise security roles for API Users : Support

Following 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	All	All
	Contacts	All	All	None	All
	CRM/Sales Activities	None	None	None	All
	Import Contacts	All	All	None	All
	Manage attachments	All	All	None	All
	Notes	All	All	None	All
	Team Members	None	None	None	All

Finance	Company Finance	None	None	None	All

Procurement	Product Catalog	All	All	None	All
	Products	All	All	All	All
	Purchase Order	All	All	None	All

Sales	Closed Opportunity	All	All	None	All
	Opportunity	All	All	None	All
	Opportunity Finance	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	All	All	All	All

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

Connectwise security roles for API Users