Team GPS Portal

You can create a custom security role in ConnectWise Manage that allows only the permissions necessary for the Team GPS integration.

1. Login to your ConnectWise Manage and navigate to System > Security Roles
2. Create a new Security Role called Team GPS
3. Select the following permissions for each respective section including:
   • Companies
   • Project
   • Service Desk
   • System
   • Time & Expense

Companies

Project

Service Desk

System

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

Time & Expense