Create a custom security role in ConnectWise Manage

This step is optional but is recommended as best practice.

Overview

HeyHappy does not need access to all your ConnectWise data, only some basic information. To limit what data HeyHappy has access to, we recommend creating a custom Security Role. This is an optional step, if you do not want to create a custom Security Role, you can use the built in Admin role.

To create the Security Role simply follow the steps outlined below.

1. In ConnectWise Manage, go to System -> Security Roles.

2. Create a new security role called HeyHappy and Save.

3. Open the newly created HeyHappy role and set the following permissions based on the tables below.

4. Click Save and Close, then proceed to Setting up ConnectWise Manage API Authentication.

Companies	Add	Edit	Delete	Inquire
Company Maintenance	None	None	None	All
Company / Contact Group Maintenance	None	None	None	All
Contacts	None	None	None	All
Surveys	All	None	None	All

Project	Add	Edit	Delete	Inquire
Project Tickets	All	All	None	All

Service Desk	Add	Edit	Delete	Inquire
Service Tickets	All	All	None	All
Resource Scheduling	None	None	None	All

System	Add	Edit	Delete	Inquire
API Reports	None	None	None	All
Member Maintenance	None	None	None	All
Table Setup	All	None	None	All

Time & Expense	Add	Edit	Delete	Inquire
Time Entry	None	None	None	All

Marketing	Add	Edit	Delete	Inquire
Marketing Groups	All	None	None	All