You can create a custom security role in ConnectWise Manage that allows only the permissions necessary for the Team GPS integration.
- Login to your ConnectWise Manage and navigate to System > Security Roles
- Create a new Security Role called Team GPS
- Select the following permissions for each respective section including:
- Companies
- Project
- Service Desk
- System
- Time & Expense
Companies
| Add | Edit | Delete | Inquire |
Company Maintenance | None | None | None | All |
Company/Contact Group Maintenance | None | None | None | All |
Contacts | None | None | None | All |
Surveys | All | None | None | All |
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Project
| Add | Edit | Delete | Inquire |
Project Tickets | All | All | None | All |
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Service Desk
| Add | Edit | Delete | Inquire |
Service Tickets | All | All | None | All |
Resource Scheduling | None | None | None | All |
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System
| Add | Edit | Delete | Inquire |
API Reports | None | None | None | All |
Member Maintenance | None | None | None | All |
Table Setup | All | None | None | All |
Note: You can further refine the System security permission by selecting Table Setup > Customize and adding only the Service / Service Board and Service / Surveys - Service tables
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Time & Expense
| Add | Edit | Delete | Inquire |
Time Entry | None | None | None | All |
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