In ConnectWise PSA, navigate to System > Security Roles.
Select + to create a new role.
Give the role a name.
Configure the permissions as follows:
Italicized items are for Beta Users only
| Add Level | Edit Level | Delete Level | Inquire Level | ||
| Project | |||||
| Project Headers | None | None | None | All | |
| Project Tickets | None | None | None | All | |
| Service Desk | |||||
| Service Tickets | None | None | None | All | |
| System | |||||
| API Reports | None | None | None | All | |
| Member Maintenance | None | None | None | All | |
| My Company | None | None | None | All | |
| Table Setup | None | None | None | All | Customize: Allow access to • General Ledger/GL Accounts • Time/Charge Code |
| Time & Expense | |||||
| Time Entry | None | None | None | All | |
Create an API Member
- Navigate to System > Members > API Members (Tab).
- Select + to add a new API Member.
- Enter the following details:
- Member ID: LaborCast API
- Member Name: LaborCast API
- Assign the Security Role created above
- Complete the remaining fields as follows.
Red fields are required.
Green fields can be customized to fit your needs. We recommend setting the highest possible access level to ensure the integration functions across your entire system.
Configure an API Key
- Navigate to the API Keys tab.
- Select + to add a new API Key.
- In the Description field, enter LaborCast API.
- Click Save (Do not click Save + Close).
Important: The private key will not be displayed again.
If you accidentally leave this screen, delete the key and create a new one.
Still having issues? Submit a support request