ConnectWise Security Role

If you would like to create FlexPoint Security Role, please follow the below grid. Note our team tests with Admin privileges and the security role may be updated as we add new features. 

Written Instructions

	Add Level	Edit Level	Delete Level	Inquire Level
Companies
Company Maintenance	None	All	None	All
Company/Contact Group Maintenance	None	None	None	All
Contacts	None	None	None	All
Import Contacts	None	None	None	All
Notes	None	None	None	All
Finance
Accounting Interface	All	All	All	All
Agreement Invoicing	None	None	None	All
Agreement Sales	None	None	None	All
Agreements	None	None	None	All
Billing Reconciliation	All	All	None	All
Company Finance	None	None	None	All
Invoicing	All	All	All	All
Project
Project Notes	None	None	None	All
Project Product	None	None	None	All
Project Ticket Tasks	None	None	None	All
Project Tickets	None	None	None	All
Service Desk
Service Tickets	None	None	None	All
System
My Company	None	None	None	All
Table Setup	None	None	None	All
Report Writer	All	None	None	All

In ConnectWise