> ## Documentation Index
> Fetch the complete documentation index at: https://kb.mspprocess.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ConnectWise Security Role Details

> IntroductionAt MSP Process we believe in only setting the minimum permissions required to leverage our application for your business needs. Please find the…

## 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)

![](https://mintcdn.com/triggr/o9r5jEtjdR2oUtiW/images/msp-process-kb/e077103dc598.webp?fit=max\&auto=format\&n=o9r5jEtjdR2oUtiW\&q=85\&s=b6f0cb68b728e8266722023d6deb4527)

### **Time and Expense**

1. **\*\*\*** **Time Entry:** Add/Edit/Inquire (All)
2. **\*\*\*\*** **Expense Report Entry:** Add/Edit/Inquire (All)

![](https://mintcdn.com/triggr/-njaXAnAb5AWpJCy/images/msp-process-kb/739517c9d6c1.webp?fit=max\&auto=format\&n=-njaXAnAb5AWpJCy\&q=85\&s=f3b83c5b46e5a5ac3f7c830954994768)

\* 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.


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