# ConnectWise Manage Permissions

The ConnectWise Manage API account used for Commvault PSA integration must be assigned a security role with access to the following security modules.

Authentication: API Member keys (Public Key + Private Key), Basic Auth
API Version: 2024.8
Client ID: Required on all authenticated requests

## Companies Security Module

Security Module Parameter | Add Level | Edit Level | Delete Level | Inquire Level
--- | --- | --- | --- | ---
Company Maintenance | None | None | None | All
Contacts | None | None | None | All

Used for: Discovering companies, fetching company details and default contact information during import.

## Finance Security Module

Security Module Parameter | Add Level | Edit Level | Delete Level | Inquire Level
--- | --- | --- | --- | ---
Agreements | All | All | None | All

Used for: Listing agreements per company, reading agreement additions (services), creating new additions, and updating usage quantities (PATCH) on additions.

## Procurement Security Module

Security Module Parameter | Add Level | Edit Level | Delete Level | Inquire Level
--- | --- | --- | --- | ---
Product Catalog | All | All | None | All

Used for: Syncing the product/service catalog — creating new catalog items, updating existing items (PATCH/PUT), and querying items by identifier.

## Service Desk Security Module

Security Module Parameter | Add Level | Edit Level | Delete Level | Inquire Level
--- | --- | --- | --- | ---
Service Tickets | All | All | None | All

Used for: Creating service tickets via webhook when PSA Ticketing is enabled. Only required if the Ticketing feature is configured.

## Notes

- The `/login/companyinfo/{companyName}` endpoint is unauthenticated and does not require any security module access.

- Ensure the API member has the clientId properly registered with ConnectWise.

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