ConnectWise Manage Access Requirements
Requirements to set up the API user for an Empath -> ConnectWise integration
Least Privilege Access Requirements for ConnectWise
Manage Integration
To securely integrate ConnectWise Manage, configure user permissions following the
principle of least privilege. Below are the minimum permissions required for an effective
integration setup:
Required Authentication Permissions:
System → Member Maintenance: Inquire
Companies → Company Maintenance: Inquire
Companies → Configurations: Add, Edit, Inquire
Companies → Contacts: Add, Edit, Inquire
Companies → Team Members: Inquire
Service Desk → Service Tickets: Add, Edit, Inquire
Service Desk → Service Ticket – Dependencies: Add, Edit, Inquire
Service Desk → Close Service Tickets: Edit, Inquire
Service Desk → Ticket Templates : Inquire
System → My Account: Add, Edit, Delete, Inquire
System → Table Setup: Add, Inquire (customize per your specific needs)
Time & Expense → Time Entry: Add, Edit, Delete, Inquire
Time & Expense → Time Entry Billable Option: Add, Edit, Delete, Inquire
Finance → Billing View Time: Inquire (ALL), Edit (ALL) (required for managing billable time)
Manage Integration
To securely integrate ConnectWise Manage, configure user permissions following the
principle of least privilege. Below are the minimum permissions required for an effective
integration setup:
Required Authentication Permissions:
System → Member Maintenance: Inquire
Companies → Company Maintenance: Inquire
Companies → Configurations: Add, Edit, Inquire
Companies → Contacts: Add, Edit, Inquire
Companies → Team Members: Inquire
Service Desk → Service Tickets: Add, Edit, Inquire
Service Desk → Service Ticket – Dependencies: Add, Edit, Inquire
Service Desk → Close Service Tickets: Edit, Inquire
Service Desk → Ticket Templates : Inquire
System → My Account: Add, Edit, Delete, Inquire
System → Table Setup: Add, Inquire (customize per your specific needs)
Time & Expense → Time Entry: Add, Edit, Delete, Inquire
Time & Expense → Time Entry Billable Option: Add, Edit, Delete, Inquire
Finance → Billing View Time: Inquire (ALL), Edit (ALL) (required for managing billable time)