ConnectWise PSA Permissions
The following permissions are required for the integration with ConnectWise Manage to fully function. Depending on which features in Adaptive Catalog your organization is using, you may be able to use a smaller set of permissions, but this is not recommended.
| Section | Permission | Add Level | Edit Level | Delete Level | Inquire Level | Notes |
|---|---|---|---|---|---|---|
| Companies | Company Maintenance | All | ||||
| Companies | Configurations | All | ||||
| Companies | Contacts | All | All | All | ||
| Companies | CRM / Sales Activities | All | All | All | ||
| Companies | Manage Attachments | All | All | All | ||
| Procurement | Inventory Adjustments | All | ||||
| Procurement | Inventory Transfers | All | ||||
| Procurement | Product Billable Option | All | ||||
| Procurement | Product Catalog | All | All | All | ||
| Procurement | Products | All | All | All | ||
| Procurement | Purchase Orders | All | All | All | Required for procurement functionality | |
| Procurement | Purchasing Approvals | All | All | All | Required for procurement functionality | |
| Procurement | Purchasing Demand | All | All | All | Required for procurement functionality | |
| Procurement | Serial Number Search | All | ||||
| Sales | Closed Opportunity | All | All | All | All | |
| Sales | Opportunity | All | All | All | All | |
| Sales | Opportunity Finance | All | All | All | All | Required to set the bill to customer |
| Sales | Sales Orders | All | All | All | ||
| Service Desk | Close Service Tickets | All | ||||
| Service Desk | Service Tickets | All | All | All | ||
| Service Desk | Ticket Templates | All | ||||
| System | API Reports | All | ||||
| System | Member Maintenance | All | ||||
| System | My Company | All | ||||
| System | Table Setup | All | See Table Setup Requirements Below |
Table Setup Requirements
- Company / Company Status
- Company / Company Type
- Company / Country
- Company / Currency
- Inventory / Adjustment Type
- Inventory / Purchase Order Status
- Inventory / Warehouse
- Inventory / Warehouse Bin
- Invoicing / Billing Cycle
- Invoicing / Tax Code
- Opportunities / Opportunity Status
- Opportunities / Opportunity Type
- Opportunities / Opportunity_Rating
- Opportunities / Sales Probablility
- Opportunities / Sales Stage
- Products / Category
- Products / Manufacturers
- Products / Pricing Schedules
- Products / Product Type
- Products / Shipment Methods
- Products / Subcategory
- Products / UOM
- Service / Service Board
- Service / Ticket Templates
- Service / Priority