HELP FILE

ConnectWise user privileges for LastPass PSA Integrations

    Create Security roles in the System menu for ConnectWise users.

    Every Security role can get several Security modules. The following table lists the minimal set of modules needed for a successful import.

    Every module has 4 levels:
    • Add Level
    • Edit Level
    • Delete Level
    • Inquire Level

    Some modules can be customized, like the Table Setup Module (seen below). Enable (Allow access) or disable (Disallow) the module levels for the given Security role.

    Minimum required modules for PSA Import

    Module Add Level Edit Level Delete Level Inquire Level Customized levels needed
    Company Maintenance None None None All
    Contacts None None None All
    Table setup None None None All
    • Company/Company Status
    • Company/Company Type
    • Contact/Contact Type