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 catalogueAllAllNoneAll
ProductsAllAllAll
All
Serial Number SearchAllAllNoneAll
SalesClosed OpportunityAllAllNoneAll
OpportunityAllAllNoneAll
Opportunity financeAllAllNoneAll
Sales dashboardAllAllNoneAll
SystemMember MaintenanceNone
None
NoneAll
Security RolesNone
None
NoneAll
My Account / DefaultsNone
NoneNoneAll
My companyNone
NoneNoneAll
Table SetupNoneNone
NoneAll



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