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Applicable For Endpoint Central MSP 
 
 
On-PremisesCloud

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:

  1. Navigate to System → Security Roles and click on the + button to add a new role.
  2. Enter the Role name in the Role ID field and click Save.
  3. You will be redirected to a page displaying all the role permissions. Configure the roles based on the table below.

    4. 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
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