When setting up a HyAlto - ConnectWise integration, customers frequently create an API key based on an Admin profile. You may also use a minimally define profile as follows to address any corporate security concerns. The table below is clipped from the ConnectWise Permissions grid.
Category | Sub Category | ADD | EDIT | DELETE | INQUIRE |
|---|---|---|---|---|---|
Companies | Company Maintenence | NONE | NONE | NONE | ALL |
Finance | Agreements | ALL | ALL | ALL | ALL |
Procurement | Product Catalog | ALL | ALL | NONE | ALL |
System | Table Setup | ALL | NONE | NONE | ALL |