Connectwise Permissions

To enable secure warranty sync while following least privilege principles, you’ll need to create a dedicated API member and role.

Custom Role Creation

1

Open System > Security Roles

2

Create a new Role

Best practice is to create a custom role for each integration to be sure to scope the integration to the least priviledged access. Be sure to name the role something easily identifiable, e.g. CyberDrain Only Warranties

3

Set Required Permissions

The following permissions are needed for COW to function properly. All other settings can remain set as None:

Module	Function	Add	Edit	Delete	Inquire
Companies	Company Maintenance				All
	Configurations		All		All
System	Table Setup				All

For the Table Setup function, click the customize link next to the function and select the following and add them to the "Allow Access to these" section:

• Company / Company Status

• Company / Company Type

• Company / Configuration

• Company / Configuration Status

API Member Creation

1

Go to System > Members > API Members

2

Create new API member

3

Assign the custom role created above

4

Under API Keys, generate the Public/Private Key Pair

5

Save the Company, Site, URL, and Keys in your warranty sync setup