Visionary360 Blog

Category: Mass Maintenance Booster

MMB API Security Role

MMB needs the following permissions in ConnectWise Manage: Companies > Company Maintenance: Edit Level = All, Inquire Level = All Companies > Contacts: Edit Level = All, Inquire Level = All Companies > Reports: Inquire Level = All Companies > Reports (customize): Allow access to Company Master Finance > Agreements (customize): Allow access to all agreements System > API Reports: Inquire Level = All System > Table Setup: Inquire Level = All System > Table

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About Visionary 360

Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.

We are problem solvers who love helping people, doing the impossible while having fun doing it.  We engage with our clients like they are family.  We love working with them, watching their companies grow.  There is no greater reward than seeing our clients prosper.   To learn more about Visionary 360, visit our website at or setup an introductory meeting to discuss your needs.

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