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Barracuda MSP App

Task 1. Configuring New ConnectWise Manage Security Role

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To configuring the new ConnectWise Manage security role perform the following steps.

  1. From the ConnectWise navigation menu, click System, select Security Roles.

    campus role id.png

    The Security Roles page is displayed.

    image2022-1-5 12:14:22.png

  2. Click the plus campus icon_new item.png  sign.
    The New Role ID field is displayed.

    campus role add.png

  3. At the Role ID field, type the role ID (for example, BarracudaMSP).

  4. Click Save.

  5. The new Role ID is displayed, as show in the example below.

     

    campus rolel add1.png

  6. Select the newly created Security Role (for example, BarracudaMSP}.

    The Security Modules list for role is displayed.

    campus role add2.png

  7. Click the Security Module to expand and update the levels, as shown in the following tables.
    Note: Any level not displayed below retains default status (The default is None).

Companies Module

Add Level

Edit Level

Delete Level

Inquire Level

Company Maintenance

None

All

None

All

Company/Contact Group Maintenance

None

All

None

All

Configuration – Display Passwords

None

None

None

All

Configurations

All

All

None

All

Contacts

None

None

None

All

CRM/Sales Activities

None

All

None

All

Management

None

None

None

All

Finance Module

Add Level

Edit Level

Delete Level

Inquire Level

Accounting Interface                    

All

All

None

All

Agreement Invoicing

All

All

None

All

Agreement Sales

All

All

None

All

Agreements

All

All

None

All

Billing Rate Maintenance

All

All

None

All

Billing View Time

All

All

None

All

Company Finance

None

None

None

All

Financial Dashboard

All

All

None

All

Invoice Approval

All

All

None

All

Invoicing

All

All

None

All

Reports

All

All

None

All

Project Module

Add Level

Edit Level

Delete Level

Inquire Level

Close Project Tickets

None

All

None

All

Project Headers

None

All

None

All

Project Phase

None

None

None

All

Project Scheduling

All

All

All

All

Project Teams

None

None

None

All

Project Tickets

None

All

None

All

Sales Module

Add Level

Edit Level

Delete Level

Inquire Level

Closed Opportunity

None

All

None

All

Opportunity

None

All

None

All

Service Desk Module

Add Level

Edit Level

Delete Level

Inquire Level

Close Service Tickets

None

All

None

All

Resource Scheduling

All

All

All

All

Service Tickets - Dependencies

All

None

None

All

Service Tickets

All

All

None

All

System Module

Add Level

Edit Level

Delete Level

Inquire Level

API Reports

All

All

None

All

Member Maintenance

None

None

None

All

My Company

None

None

None

All

System Reports

None

None

None

All

Table Setup

All

None

None

All

Time & Expense

Add Level

Edit Level

Delete Level

Inquire Level

Expense Approvals

All

None

None

All

Expense Billable Option

All

All

None

All

Reports

All

All

None

All

Time Entry

All

All

None

All

  1. Click Save.

Go to Task 2. Creating the New ConnectWise Manage API Member.