ConnectWise Manage member API permissions for 3CX

[Aldridge]

Hello,

We are currently performing an audit of our API members in ConnectWise Manage. I couldn't find any detailed information on what permissions are required for the API member in the integration documentation
https://www.3cx.com/docs/pbx-crm-integration-connectwise
What permissions are required for the 3cx api member in ConnectWise Manage?
Does it just need read only access to contacts and companies?

Thanks,
Chris

 

[Evolute IT]

Contacts (Read/Write), Companies (Read), Notes (RW), Activies (RW), Users (R).

That should work.

 

[Aldridge]

Thanks, I adjusted out Manage security role and it seems to be working. Its probably still more than it needs but better than Admin.


For anyone else, in Connectwise Managed terms I set the following:

Companies
Company Maintenance Inquire Level ALL
Company/contact Group Maintenance Inquire Level ALL
Contacts Inquire Add Level ALL, Edit Level All, Inquire Level ALL
Team Members Inquire Level ALL
Notes Inquire Level ALL
CRM/Sales Activies Inquire Add Level ALL, Edit Level All, Inquire Level ALL

System
Table Setup Inquire Level ALL
-Select customize and Allow access to
--Activites /Activity Status-CRM
--Activities / Activity Type
--Company / Company Status
--Company / Company Type
--Company / Note Type
--Contacts / Communication Type
-- Contacts / Contact Relationship
-- Contact / Contact Relationship
-- Contact / Contact Type
-- Member / Member Type