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
- Companies Module
-
- Company Maintenance
- Configuration - Display Passwords
- Configurations
- Contacts
- Manage Attachments
- Notes
- Project Module
- Project Contacts
- Project Headers
- Project Management
- Project Notes
- Project Phase
- Project Ticket- Dependencies
- Project Ticket Tasks
- Project Tickets
- Service Desk
- Close Service Tickets
- Merge Tickets
- Service Ticket- Dependencies
- Service Tickets
- SLA Dashboard
- Ticket Templates
- System
- Member Maintenance
- My Company
-
- Table Setup
- If you want to customize this the following three have to be set to allow access to these: Service/ Service Board, Company/ Company Type, Company/ Company Status
- Table Setup
- Time and Expense
- Time Entry
Some additional security modules are needed if you are using these features:
- SmartClassifier and Documentation Request Workflow
- System> Table Setup
- Add, Edit and Delete Levels are required
- System> Table Setup
- Solved My Issue Functionality
- Service Desk> Closed Service Tickets
- Service Desk> Service Ticket Dependencies
- Service Desk> Service Tickets
- Edit Level is required for all three above
- Ticket Budgeter
- Service Desk> Service Tickets
- System> Table Setup
- Edit Level for both
- KBA Articles
- System> API Reports
- Inquire Level required
- System> API Reports