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All CollectionsIntegrationsConnectWise PSA Integration
ConnectWise Integration Permissions Required
ConnectWise Integration Permissions Required
Erika Sanchez avatar
Written by Erika Sanchez
Updated this week

Please be sure that all permissions align exactly as listed in the screenshots below.

*NOTE* Click photos to enlarge.

Set the "Product Catalog" access levels under the Procurement section to "All", as shown below:

The "Update Security" modal page can be opened and modified by clicking the link in the "Table Setup (Customize)" entry under the System section (in the "GlassHive Integration" Security Roles).

Ensure the "Products/Category" entry is moved under the "Allow Access to these" section and the changes are saved, as shown below:

  • Companies

  • Finance

  • Marketing

  • Project

  • Sales

  • Service Desk

  • Time & Expense

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