It seems like your browser didn't download the required fonts. Please revise your security settings and try again.
Barracuda ECHOplatform

Task 1. Configuring New ConnectWise Manage Security Role

  • Last updated on

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

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

    image2022-1-5 12:14:22.png
  2. Enter (i.e. BarracudaMSP) API for the Role ID.
  3. Click Save.
  4. Click to expand and update the following modules with the applicable levels.

Companies Module

Add Level

Edit Level

Delete Level

Inquire Level

Company Maintenance

None

None

None

All

Company/Contact Group Maintenance

None

None

None

All

Configuration – Display Passwords

None

None

None

None

Configurations

All

All

None

All

Contacts

None

None

None

All

CRM/Sales Activities

None

All

None

All

Import Contacts

None

None

None

None

Manage Attachments

None

None

None

None

Management

None

None

None

All

Notes

None

None

None

None

Reports

None

None

None

None

Surveys

None

None

None

None

Teams Members

None

None

None

None

Tracks

None

None

None

None

User Scenarios

None

None

None

None

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 Reconciliation

None

None

None

None

Billing View Time

All

All

None

All

Company Finance

None

None

None

All

Expense Reimbursement

None

None

None

None

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

Close Project

None

None

None

None

Project Contacts

None

None

None

None

Project Finance

None

None

None

None

Project Headers

None

All

None

All

Project Management

None

None

None

None

Project Notes

None

None

None

None

Project Phase

None

None

None

All

Project Product

None

None

None

None

Project Reports

None

None

None

None

Project Scheduling

All

All

All

All

Project Teams

None

None

None

All

Project Templates

None

None

None

None

Project Ticket - Dependencies

None

None

None

None

Project Ticket - Tasks

None

None

None

None

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

Opportunity Finance

None

None

None

None

Reports

None

None

None

None

Sales Dashboard

None

None

None

None

Sales Funnel

None

None

None

None

Sales Order Finance

None

None

None

None

Sales Orders

None

None

None

None

Service Desk Module

Add Level

Edit Level

Delete Level

Inquire Level

Change Approvals

None

None

None

None

Change Management

None

None

None

None

Close Service Tickets

None

All

None

All

Cloud Console

None

None

None

None

ConnectWise Chat

None

None

None

None

ConnectWise Control

None

None

None

None

IT Boost

None

None

None

None

Knowledge Base Approver

None

None

None

None

Knowledge Base Creator

None

None

None

None

Launch Remote Access

None

None

None

None

Merge Tickets

None

None

None

None

Print Service Signoff

None

None

None

None

Reports

None

None

None

None

Resource Scheduling

All

All

All

All

Service Tickets - Dependencies

All

None

None

All

Service Tickets

All

All

None

All

Service Tickets - Finance

None

None

None

None

SLA Dashboard

None

None

None

None

System Module

Add Level

Edit Level

Delete Level

Inquire Level

Add Licenses

None

None

None

None

API Reports

All

All

None

All

Chat with ConnectWise Management Support

None

None

None

None

ConnectWise Manage lab

None

None

None

None

ConnectWise Next

None

None

None

None

ConnectWise Now

None

None

None

None

Custom Menu Entry

None

None

None

None

Data Import

None

None

None

None

Email Audit

None

None

None

None

List View Export

None

None

None

None

Manage Hosted API

None

None

None

None

Marketplace Sharing

None

None

None

None

Mass Maintenance

None

None

None

None

Member Maintenance

None

None

None

All

Member Maintenance - Finance

None

None

None

None

My Account

None

None

None

None

My Company

None

None

None

All

Report Writer

None

None

None

None

Security Roles

None

None

None

None

System Reports

None

None

None

All

Table Setup

All

None

None

All

Today Links

None

None

None

None

Time & Expense

Add Level

Edit Level

Delete Level

Inquire Level

Expense Approvals

All

None

None

All

Expense Billable Option

All

All

None

All

Expense Report Entry

None

None

None

None

Reports

All

All

None

All

Stopwatch

None

None

None

None

Time Approval

None

None

None

None

Time Entry

All

All

None

All

Time Entry Billable Option

None

None

None

None

5. Click Save.

Last updated on