How to Set ConnectWise Account Permissions to Modify Tickets

Prerequisites

Successfully configured a REST API Bot to modify the tickets of ConnectWise Manage - API integration. Refer to How to Configure the REST API Call Bot Block.

How to set ConnectWise account permissions to modify tickets

1. Log in to Connectwise Manage as an admin.
2. Go to System > Security Roles.
   
   
   
   
3. Click the role of the account that allows MSPbots to synchronize data.
   
   
   
   
4. Click Project, and set the following fields of Project Tickets to All.
   • Add Level
   • Edit Level
   • Delete Level
   • Inquire Level
     
     
     
     
5. Click Service Desk, set the following fields of Service Tickets to All.
   • Add Level
   • Edit Level
   • Delete Level
   • Inquire Level
     
     
     
     
6. Click   the Save button to keep your settings.