The OneView integration with ConnectWise® Manage™ requires the following:
- An active ConnectWise Manage account.
- An active OneView account.
- A user with OneView Global Admin or Site Admin role to create the API credentials.
The following tables display the minimum settings within the Security Role level that the API Member uses in ConnectWise Manage:
Companies
Add Level | Edit Level | Delete Level | Inquire Level | |
Company Maintenance | All | All | None | All |
Configurations | All | All | None | All |
Contacts | All | All | None | All |
Finance
Add Level | Edit Level | Delete Level | Inquire Level | |
Agreements | All | All | None | All |
Procurement
Add Level | Edit Level | Delete Level | Inquire Level | |
Product Catalog | All | All | None | All |
Products | All | All | None | All |
Service Desk
Add Level | Edit Level | Delete Level | Inquire Level | |
Close Service Tickets | All | All | None | All |
Service Tickets | All | All | None | All |
System
Add Level | Edit Level | Delete Level | Inquire Level | |
Table Setup | All | All | None | All |
Return to the OneView integration with ConnectWise Manage guide.