Add a New Security Role
In ConnectWise PSA, navigate to System > Security Roles.
Select + to create a new role.
Give the role a name.
Security Role Permissions
Configure the permissions as follows:
Italicized items are for Beta Users only
| Add Level | Edit Level | Delete Level | Inquire Level | ||
| Companies | |||||
| Company Maintenance | None | All | None | All | |
| Contacts | None | All | None | All | |
| CRM Sales Activities | None | None | None | All | |
| Finance | |||||
| Agreements | None | All | None | All | Customize: Allow access to all agreements |
| Invoicing | None | All | None | All | |
| Procurement | |||||
| Product Catalog | None | None | None | All | |
| Products | None | None | None | All | |
| Projects | |||||
| Project Tickets | None | None | None | All | |
| Sales | |||||
| Opportunity | None | None | None | All | |
| Sales Orders | None | None | None | All | |
| Service Desk | |||||
| Close Service Tickets | None | All | None | All | |
| Service Tickets | None | All | None | All | |
| System | |||||
| API Reports | None | None | None | All | |
| Table Setup | All | All | None | All | Customize:
|
| Time & Expense | |||||
| Time Entry | None | None | None | All | |
| Expense Report Entry | None | None | None | All | |
Add a New API Member
- Navigate to System > Members > API Members (Tab).
- Select + to add a new API Member.
- Enter the following details:
- Member ID: MMB API
- Member Name: MMB 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 MMB 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