Roles and Permissions for ConnectWise PSA Integration with Endpoint Central
This document outlines the roles and permissions required for integrating ConnectWise PSA with Endpoint Central. Please ensure that you configure roles within ConnectWise PSA to align with these permissions according to your organization's requirements. Properly assigning these permissions will allow users to perform their tasks effectively while maintaining the necessary security and control over the integrated systems.
In ConnectWise PSA:
- Navigate to
System
→ Security
Roles
and click on the +
button to add a new role.
- Enter the Role name in the Role ID field and click
Save
.
- You will be redirected to a page displaying all the role permissions. Configure the roles based on the table below.
Basic Permissions
Module |
Submodule |
ADD |
EDIT |
DELETE |
INQUIRE |
Companies |
Company Maintenance |
- |
- |
- |
All |
System |
Table Setup |
- |
- |
- |
All |
If Asset Sync feature is to be enabled
Module |
Submodule |
ADD |
EDIT |
DELETE |
INQUIRE |
Companies |
Configurations |
All |
All |
- |
All |
If Helpdesk Ticket Request feature is to be enabled
Module |
Submodule |
ADD |
EDIT |
DELETE |
INQUIRE |
Companies |
Manage Attachments |
All |
- |
- |
All |
Service Desk |
Service Tickets |
All |
All |
- |
All |