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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

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

Companies

  1. Company Maintenance: Inquire (All)
  2. Company/Contact Group Maintenance: Inquire (All)
  3. *****Configurations: Inquire (All)
  4. Contacts: Add/Edit/Inquire (All)
  5. CRM/Sales Activities: Inquire (All)
  6. Manage Attachments: Add/Inquire (All)
  7. Notes: Add/Edit/Inquire (All)
  8. Team Members: Inquire (All)

Finance

  1. *******Agreements: Inquire (All)
  2. ******Invoicing: Inquire (All)

Project

  1. Project Tickets: Edit/Inquire (All)
  2. ***Project Scheduling: Add/Edit/Inquire (All) - if using Schedule Assist in Projects.

Service Desk

  1. Close Service Tickets: Add/Edit/Inquire (All)
  2. Resource Scheduling: Add/Inquire (All)
  3. Service Ticket - Dependancies: Add/Edit/Inquire (All)
  4. Service Tickets: Add/Edit/Inquire (All)
  5. Service Tickets - Finance: Inquire (All)
  6. SLA Dashboard: Inquire (All)
  7. Ticket Templates: Inquire (All)

System

  1. Member Maintenance: Inquire (All)
  2. My Company: Inquire (All)
  3. Table Setup: Inquire (All)

Time and Expense

  1. *** Time Entry: Add/Edit/Inquire (All)
  2. **** Expense Report 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 **** only required if you’re creating Expense Reports from within 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.
  1. Activities / Activity Status-CRM
  2. Activities / Activity Type
  3. Company / Company Status
  4. Company / Company Type
  5. Company / Configuration
  6. Company / Configuration Status
  7. Company / Note Type
  8. Company / Team Role
  9. Contacts / Communication Type
  10. Contacts / Contact Relationship
  11. Contacts / Contact Type
  12. Contacts / Department
  13. General / Auto Sync
  14. General / Integrator Login*
  15. Scheduling / Location
  16. Scheduling / Reminder Time
  17. Scheduling / Schedule Status
  18. Scheduling / Schedule Type
  19. Service / Priority
  20. Service / Service Board
  21. Service / Severity
  22. Service / Source
  23. Service / Ticket Description Links
  24. Service / Ticket Templates
  25. Time / Work Role
  26. Time / Work Type
*The General / Integrator Login setup table is only required if you’re using the Ticket Triage module in MSP Process. If you are, you should also provide MSP Process with Delete-level permissions to the Setup Tables entity. 6. You may then save and close the MSP Process Security Role.