ConnectWise Manage - Permissions for API Member Security Role
Learn how to configure permissions for API member security roles in ConnectWise Manage for the PSA integration.
Written by Owen Parry
Updated at July 31st, 2025
Table of Contents
Permissions by Security Module
| Module | Action | Add Level | Edit Level | Inquire Level |
|---|---|---|---|---|
| Companies | Company Maintenance | All | ||
| Companies | Configurations (* See Below) | All | ||
| Finance | Billing View Time | All († See Below) | All | |
| Finance | Agreements | All († See Below) | ||
| Service Desk | Close Service Tickets | All († See Below) | All († See Below) | |
| Service Desk | Resource Scheduling (* See Below) | All | All | All |
| Service Desk | Service Tickets | My | All | All |
| System | Member Maintenance | All | ||
| System | My Company | All | ||
| System | Table Setup (* See Below) | All | All | |
| Time & Expense | Time Entry | All | All († See Below) | All |
| Time & Expense | Time Entry Billable Option | All | All |
† These permissions are specifically for Technician Mode Ticketing.
* These actions can be customized in the table below.
Action Customizations
Found via the "Customize" link next to each Action.
| Action | Allow Access To |
|---|---|
| Configurations | Managed Server, Managed Workstation (anything else that could signify Computers that AutoElevate would be installed on) |
| Resource Scheduling | Select the company levels this role will need scheduling access for. |
| Table Setup | General / Manage Hosted API, Service / Service Board |