Task 1. Configuring New ConnectWise Manage Security Role

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

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

The Security Roles page is displayed.
Click the plus sign.
The New Role ID field is displayed.
At the Role ID field, type the role ID (for example, BarracudaMSP).
Click Save.
The new Role ID is displayed, as show in the example below.
Select the newly created Security Role (for example, BarracudaMSP}.
The Security Modules list for role is displayed.
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

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