ConnectWise PSA Permissions
The following permissions are required for the integration with ConnectWise Manage to fully function. Depending on which features in Adaptive Catalog your organization is using, you may be able to use a smaller set of permissions, but this is not recommended.
| Section | Permission | Add Level | Edit Level | Delete Level | Inquire Level | Notes |
|---|---|---|---|---|---|---|
| Companies | Company Maintenance | All | ||||
| Companies | Configurations | All | ||||
| Companies | Contacts | All | All | All | ||
| Companies | CRM / Sales Activities | All | All | All | ||
| Companies | Manage Attachments | All | All | All | ||
| Procurement | Inventory Adjustments | All | ||||
| Procurement | Inventory Transfers | All | ||||
| Procurement | Product Billable Option | All | ||||
| Procurement | Product Catalog | All | All | All | ||
| Procurement | Products | All | All | All | ||
| Procurement | Purchase Orders | All | All | All | Required for procurement functionality | |
| Procurement | Purchasing Approvals | All | All | All | Required for procurement functionality | |
| Procurement | Purchasing Demand | All | All | All | Required for procurement functionality | |
| Procurement | Serial Number Search | All | ||||
| Sales | Closed Opportunity | All | All | All | All | |
| Sales | Opportunity | All | All | All | All | |
| Sales | Opportunity Finance | All | All | All | All | Required to set the bill to customer |
| Sales | Sales Orders | All | All | All | ||
| Service Desk | Close Service Tickets | All | ||||
| Service Desk | Service Tickets | All | All | All | ||
| Service Desk | Ticket Templates | All | ||||
| System | API Reports | All | ||||
| System | Member Maintenance | All | ||||
| System | My Company | All | ||||
| System | Table Setup | All | See Table Setup Requirements Below |
Table Setup Requirements
Company / Company Status
Company / Company Type
Company / Country
Company / Currency
Inventory / Adjustment Type
Inventory / Purchase Order Status
Inventory / Warehouse
Inventory / Warehouse Bin
Invoicing / Billing Cycle
Invoicing / Tax Code
Opportunities / Opportunity Status
Opportunities / Opportunity Type
Opportunities / Opportunity_Rating
Opportunities / Sales Probablility
Opportunities / Sales Stage
Products / Category
Products / Manufacturers
Products / Pricing Schedules
Products / Product Type
Products / Shipment Methods
Products / Subcategory
Products / UOM
Service / Service Board
Service / Ticket Templates
Service / Priority