ConnectWise Minimum Security Profile Configuration

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

Category	Sub Category	ADD	EDIT	DELETE	INQUIRE
Companies	Company Maintenence Company/Contract Group Maintenence Contacts CRM/Sales Activites Management	NONE ALL ALL NONE ALL	NONE ALL ALL ALL ALL	NONE NONE NONE NONE NONE	ALL ALL ALL ALL ALL
Finance	Agreements	ALL	ALL	ALL	ALL
Procurement	Product Catalog Products	ALL ALL	ALL ALL	NONE NONE	ALL ALL
System	Table Setup	ALL	NONE	NONE	ALL

Support Knowledge base

ConnectWise Minimum Security Profile Configuration

Analytics

Related content