Creating a new role for the Acronis API member

ConnectWise PSA uses a system of permissions and roles to control what API members can do. For improved security, it is best to create a new role for the API member that you use in the Acronis integration.

To create a new role for the Acronis integration API member

1. Sign in to ConnectWise PSA.

2. Go to System > Security Roles and click +.

3. Grant the new role the following permissions:

   • Companies > Company Maintenance: Edit, Inquire - All

   • Companies > Contacts: Inquire - All

   • Companies > Configurations: Inquire - All

     Required for configuration mapping.

   • Service Desk > Service Tickets: Add, Edit, Delete, Inquire - All

   • Service Desk > Close Service Tickets: Edit, Inquire - All

   • Procurement > Product Catalog: Add, Inquire - All

   • Finance > Agreements: Add, Edit, Inquire - All

   • System > Table Setup: Add, Edit, Delete, Inquire - All

   • System > Table Setup > Customize button:

     • Company / Company Status

     • Company / Company Type

     • General / Custom Fields

     • Service / Priority

     • Service / Service Board

     • Products / Category

     • Products / Subcategories

     • Product

     • Product Type

     • Product / UOM

   These API items must be set to Allowed.