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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. Company Maintenance
        2. Configuration - Display Passwords
        3. Configurations
        4. Contacts
        5. Manage Attachments
        6. Notes
      2. Project Module
        1. Project Contacts
        2. Project Headers
        3. Project Management
        4. Project Notes
        5. Project Phase
        6. Project Ticket- Dependencies
        7. Project Ticket Tasks
        8. Project Tickets
      3. Service Desk
        1. Close Service Tickets
        2. Merge Tickets
        3. Service Ticket- Dependencies
        4. Service Tickets
        5. SLA Dashboard
        6. Ticket Templates
      4. System
        1. Member Maintenance
        2. My Company
        1. Table Setup
          1. 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
      2. Time and Expense
        1. Time Entry

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

      1. SmartClassifier and Documentation Request Workflow
        1. System> Table Setup
          1. Add, Edit and Delete Levels are required
      2. Solved My Issue Functionality
        1. Service Desk> Closed Service Tickets
        2. Service Desk> Service Ticket Dependencies
        3. Service Desk> Service Tickets
          1. Edit Level is required for all three above
      3. Ticket Budgeter
        1. Service Desk> Service Tickets
        2. System> Table Setup
          1. Edit Level for both
      4. KBA Articles
        1. System> API Reports
          1. Inquire Level required