ConnectWise Security Role Details

Introduction

At MSP Process we believe in only setting the minimum permissions required to leverage our application for your business needs. Please find the outline below along with a more granular review of the permissions.

Adding a Security Role for MSP Process

Login to your ConnectWise Manager account
Navigate to System -> Security Roles
Add a new role, name it MSP Process, and give it the permissions listed below:

Area	Permission
Companies	Company Maintenance: Inquire (All) Company/Contact Group Maintenance: Inquire (All) Configurations: Inquire (All) Contacts:* Add/Edit/Inquire (All) CRM/Sales Activities: Inquire (All) Manage Attachments: Add/Inquire (All) Notes: Add/Edit/Inquire (All) Team Members: Inquire (All)
Finance	*Agreements: Inquire (All) Invoicing: Inquire (All)
Project	Project Tickets: Inquire (All)
Service Desk	Close Service Tickets: Add/Edit/Inquire (All) Resource Scheduling: Add/Inquire (All) Service Ticket - Dependancies: Add/Edit/Inquire (All) Service Tickets - Finance: Inquire (All) Service Tickets: Add/Edit/Inquire (All) SLA Dashboard: Inquire (All) Ticket Templates: Inquire (All)
System	Member Maintenance: Inquire (All) My Company: Inquire (All) Table Setup: Inquire (All)
Time and Expense	*** Time Entry: Add/Edit/Inquire (All)

* only required if you're allowing your end-users to link tickets in the MSP Process Client Portal to Configuration Items

** only required if using the Invoices tab within the MSP Process Client Portal

*** only required if you're creating Time Entries from the Ticketing -> PSA Tickets page, or from the MSP Process mobile app

4. Within the System area, click the customize link beside the Table Setup permission (screeshot below):

5. Make sure that the API user you've created has access to the following Setup Tables:

NOTE: The "Allow" column is on the left; the "Disallow" column is on the right.

Activities / Activity Status-CRM
Activities / Activity Type
Company / Company Status
Company / Company Type
Company / Configuration
Company / Configuration Status
Company / Team Role
Contacts / Communication Type
Contacts / Contact Relationship
Contacts / Contact Type
Contacts / Department
General / Auto Sync
Scheduling / Location
Scheduling / Reminder Time
Scheduling / Schedule Type
Scheduling / Schedule Status
Service / Priority
Service / Service Board
Service / Severity
Service / Source
Service / Ticket Description Links
Service / Ticket Templates
Time / Work Role
Time / Work Type

6. You may then save and close the MSP Process Security Role.

API Endpoints Used by MSP Process

This is a list of all APIs we get information from or post using the API connections. Please adjust your permissions based on the details below. Please note that some of these API requests are part of other functions of our app and are not needed for End User and SMS utilization.

Type	API (resource)	Description
GET	`/company/companies/count`	Check is connection is valid
GET	`/company/companies/statuses`	Get statuses (company filters)
GET	`/company/companies/types`	Get types (company filters)
GET	`/company/configurations/statuses`	Get statuses (configuration filters)
GET	`/company/configurations/types`	Get types (configuration filters)
GET	`/company/configurations`	Get configurations
GET POST	`/company/companies`	Get all companies
GET	`/company/communicationTypes/info`	For contact creation
GET POST	`/company/contacts`	For contact creation
GET	`/company/noteTypes`	note types
GET	`/company/contacts/{contactId}/notes`	contact notes
GET	`/company/contacts/{contactId}`	contact
GET	`/company/contacts/count`	contacts count
GET	`/company/contacts/validatePortalCredentials`	valiadate client portal credentials
POST	`/company/contacts/requestPassword`	request reset password

System

Type	API (resource)	Description
GET	`/system/members`	Get resources
GET	`/system/apiMembers`	Get API resources
GET	`/system/departments`	Get departments
GET	`/system/audittrail`	Get audit trial
GET POST DELETE	`/system/callbacks`	Get system callbacks

Finance

Type	API (resource)	Description
GET	`/finance/invoices`	Get the list of invoices
GET	`/finance/invoices/{id}`	Get a specific invoice

Service

Type	API (resource)	Description
GET	`/service/tickets/{ticketId}/notes`	Ticket notes
PATCH	`/service/tickets/{model.TicketId}/notes/{noteId}`	Update ticket note
GET	`/service/tickets/{ticketId}/allnotes`	Ticket timeline
GET	`/service/tickets/{ticketId}`	Tickets
GET	`/service/tickets/{ticketId}/timeentries`	Time entries
GET	`/service/priorities`	Priorities
GET POST PATCH	`/service/tickets`	tickets
GET	`/service/boards`	boards
GET	`/service/boards/{boardId}/types`	types
GET	`/service/boards/{boardId}/subtypes`	subtypes
GET	`/service/boards/{boardId}/items`	items
GET	`/service/boards/{boardId}/statuses`	statuses
GET	`/service/impacts`	impacts
GET	`/service/severities`	severities
GET	`/service/locations`	locations
GET	`/service/sources`	sources
GET	`/finance/agreements`	agreements

Ticket Notes

Type	API (resource)	Description
POST	`/service/ticketNote/{noteId}/markAs`	toggle note type

Time Entries / Schedule entries

Type	API (resource)	Description
GET POST	`/time/entries`	time entries
GET	`/time/entries/{id}`	time entry
GET	`/time/workTypes`	work types
GET	`/time/workRoles`	work roles
GET POST	`/schedule/entries`	schedule entries
GET	`/schedule/entries/{id}`	schedule entry
GET	`/schedule/statuses`	statuses