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MMB API Security Role

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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 Setup (customize): Allow Access to Company/Company Type, Company/Company Status, and Invoicing/Tax Code
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