It is considered a best practice to create a security role in ConnectWise PSA for the LaborCast API connection.
LaborCast needs the following permissions in ConnectWise PSA:
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 | None | Beta users: Set Inquire Level to All |
Table Setup | None | None | None | All | Customize: Allow access to General Ledger/GL Accounts and Time/Charge Code |
Time & Expense | |||||
Time Entry | None | None | None | All |