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All CollectionsIntegrationsConnectWise PSA Integration
ConnectWise Integration Permissions Required
ConnectWise Integration Permissions Required
Erika Sanchez avatar
Written by Erika Sanchez
Updated over a week ago

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

*NOTE* Click photos to enlarge.

Ensure the "Products/Category" entry is moved under the "Allow Access to these" section and the changes are saved, 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).

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

  • Companies

  • Finance

  • Marketing

  • Procurement

  • Project

  • Sales

  • Service Desk

  • System

  • Time & Expense

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