---
title: ConnectWise Security Modules guide
description: Security Modules required for your CrushBank API member
---

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# ConnectWise Security Modules guide

## Security Modules required for your CrushBank API member

Below are the required security modules for the API member. They all need to have Inquire Level set to **All**

1. Companies Module

1. 1. Company Maintenance
     2. Company/Contact Group Maintenance
     3. Configuration - Display Passwords
     4. Configurations
     5. Contacts
     6. CRM/Sales Activities
     7. Manage Attachments
     8. Notes
     9. Team Members
2. Finance 
     1. Company Finance (this is needed for the project dataset)
3. Procurement (products dataset) 
     1. Product Catalog
     2. Products 
4. Project Module 
     1. Project Contacts
     2. Project Finance
     3. Project Headers
     4. Project Management
     5. Project Notes
     6. Project Phase
     7. Project Teams
     8. Project Ticket- Dependencies
     9. Project Ticket Tasks
     10. Project Tickets
5. Sales 
     1. Opportunity
6. Service Desk 
     1. Close Service Tickets
     2. Merge Tickets
     3. Service Ticket- Dependencies
     4. Service Tickets
     5. SLA Dashboard
     6. Ticket Templates
     7. Resource Scheduling
7. System 
     1. Member Maintenance
     2. My Company
     3. Table Setup

1. 1. 1. If you want to customize this, the following have to be set to allow access to these: 
                     1. Company/ Company Status
                     2. Company/ Company Type
                     3. Company / Configuration
                     4. Company / Team Role
                     5. Contacts / Contact Relationships
                     6. Contacts/ Contact Type
                     7. Products/ Product Type
                     8. Project/ Project Board
                     9. Service/ Service Board
                     10. Service/Source
2. Time and Expense 
     1. Expense Report Entry
     2. Time Entry

---

Some additional security modules are needed if you are using these features:

1. [SmartClassifier](https://support.crushbank.com/knowledge/ticket-classifier?hsLang=en) <https://support.crushbank.com/knowledge/no-good-data-workflow?hsLang=en> 
     1. Service Desk\> Service Ticket 
            1. Edit Level required- if you want to use our Auto Configuration Add and Delete Level's are needed as well
     2. System\> Table Setup 
            1. If you want to use our Auto Configuration Add, Edit and Delete Level's are needed
2. [Ticket Budgeter](https://support.crushbank.com/knowledge/ticket-budgeter-connectwise?hsLang=en) 
     1. Service Desk\> Service Tickets 
            1. Edit Level required
3. Agreements 
     1. Finance \> Agreements
     2. Finance \> Accounting Interface
     3. Finance \> Agreement Sales
     4. Finance \> Company Finance  
            1. Inquire Level required
4. Invoices 
     1. Finance \> Accounting Interface
     2. Finance \> Agreement Invoicing
     3. Finance \> Company Finance
     4. Finance \> Invoicing 
            1. Inquire Level required
5. Summarization 
     1. Time and Expense \> Time Entry 
            1. Add Level required
6. Prioritization 
     1. System \> Table Setup \> Inquire Level required 
            1. Service / Priority set to Allow under Customize

 

 

 

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