resolutionflow/docs/connectwise/CW_Security_Roles/api-member-security-roles.md

ConnectWise API Member — Security Roles Reference

Generated 2026-04-16 from Security_Roles_Matrix_11132017.xlsx. Do not edit by hand — update the XLSX and re-run generate_role_docs.py.

How to read this document

Each ConnectWise module lists the actions it governs. For every action, four permission verbs — Add, Edit, Delete, Inquire — can be granted at one of these levels, most to least privileged:

Level	Meaning
ALL	Access to all records in the system.
MY	Access to records owned by the user's team.
MINE	Access only to records owned by the user.
NONE	No access.

Not every level applies to every action — the source matrix only documents the levels that are meaningful for each cell. Cells marked Not applicable reference another verb (usually Inquire) where the meaningful level is defined.

The machine-readable form of this document is api-member-security-roles.yaml. Use the YAML when writing integration code; use this Markdown when reviewing, discussing, or onboarding.

Table of contents

• Companies — 15 actions
• Finance — 12 actions
• Marketing — 4 actions
• Procurement — 10 actions
• Project — 16 actions
• Sales — 8 actions
• Service Desk — 19 actions
• System — 16 actions
• Time and Expense — 6 actions

Companies

Company Maintenance

Verb	Level	Description
Add	ALL	Allows the ability to create companies within the system.
Add	NONE	Retricts the ability to create companies within the system.
Edit	ALL	Allows the ability to edit existing companies within the system.
Edit	NONE	Retricts the ability to edit existing companies within the system.
Delete	ALL	Allows the ability to delete existing companies within the system.
Delete	NONE	Retricts the ability to delete existing companies within the system.
Inquire	ALL	Allows the ability to review existing companies within the system.
Inquire	NONE	Retricts the ability to review existing companies within the system.

Company/Contact Group Maintenance

Verb	Level	Description
Add	ALL	Allows the ability to create/add Group information on the Groups Tab of a company.
Add	MY	Not Applicable.
Add	NONE	Retricts the ability to create/add Group information on the Groups Tab of a company.
Edit	ALL	Allows the ability to edit existing Group information on the Groups Tab of a company.
Edit	MY	Not Applicable.
Edit	NONE	Retricts the ability to edit existing Group information on the Groups Tab of a company.
Delete	ALL	Allows the ability to delete existing Group information on the Groups Tab of a company.
Delete	MY	Not Applicable.
Delete	NONE	Retricts the ability to delete existing Group information on the Groups Tab of a company.
Inquire	ALL	Allows the ability to review Group information on the Groups Tab of a company.
Inquire	MY	Not Applicable.
Inquire	NONE	Retricts the ability to review Group information on the Groups Tab of a company.

Configuration - Display Passwords

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	When reviewing configurations at the company level, Custom Configuration Questions that are labeled as "Password" in the Configuratoin Type Setup Table will be visible.
Inquire	NONE	When reviewing configurations at the company level, Custom Configuration Questions that are labeled as "Password" in the Configuration Type Setup Table will be encrypted.

Configurations

Verb	Level	Description
Add	ALL	Allows the ability to create configurations within the system.
Add	NONE	Retricts the ability to create configurations within the system.
Edit	ALL	Allows the ability to edit existing configurations within the system.
Edit	NONE	Retricts the ability to edit existing configurations within the system.
Delete	ALL	Allows the ability to delete existing configurations within the system.
Delete	NONE	Retricts the ability to delete existing configurations within the system.
Inquire	ALL	Allows the ability to review existing configurations within the system.
Inquire	NONE	Retricts the ability to review existing configurations within the system.

Contacts

Verb	Level	Description
Add	ALL	Allows the ability to create contacts within the system.
Add	NONE	Retricts the ability to create contacts within the system.
Edit	ALL	Allows the ability to edit existing contacts within the system.
Edit	NONE	Retricts the ability to edit existing contacts within the system.
Delete	ALL	Allows the ability to delete existing contacts within the system.
Delete	NONE	Retricts the ability to delete existing contacts within the system.
Inquire	ALL	Allows the ability to review existing contacts within the system.
Inquire	NONE	Retricts the ability to review existing contacts within the system.

CRM/Sales Activities

Verb	Level	Description
Add	ALL	Allows the ability to add new activities.
Add	MY	Allows the ability to add new activities (same as ALL).
Add	NONE	Restricts the ability to add new activities.
Edit	ALL	Allows the ability to edit all existing activities within the system.
Edit	MY	Allows the ability to edit only the activities that belong to a particular member. An activity belongs to me if I created it, if I assigned someone to it, or if I am assigned to it.
Edit	NONE	Retricts the ability to edit existing activities within the system.
Delete	ALL	Allows the ability to delete all existing activities within the system.
Delete	MY	Allows the ability to delete activities that belong to a particular member. An activity belongs to me if I created it, if I assigned someone to it, or if I am assigned to it.
Delete	NONE	Retricts the ability to delete existing activities within the system.
Inquire	ALL	Allows the ability to review all existing activities within the system.
Inquire	MY	Allows the ability to review only the activities that belong to a particular member. An activity belongs to me if I created it, if I assigned someone to it, or if I am assigned to it.
Inquire	NONE	Retricts the ability to review existing activities within the system. NOTE: If set to "None" the My Activities Screen will no longer be visible.

Lead Import

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	—	Not sure why this has a My / All option. It only controls whether or not I can see the Import Contacts menu icon.

Manage Documents

Verb	Level	Description
Add	ALL	Allows the ability to add documents within the system.
Add	MY	Allows the ability to add documents that particular member uploaded within the system.
Add	NONE	Retricts the ability to add documents within the system. NOTE: This setting applies to the Documents Tab of Agreements, Companies, Contacts, Configurations, Expenses, Opportunities, Projects, and Service Tickets.
Edit	ALL	Allows the ability to edit all existing documents within the system.
Edit	MY	Allows the ability to edit only the documents that particular member uploaded within the system.
Edit	NONE	Retricts the ability to edit existing documents within the system. NOTE: This setting applies to the Documents Tab of Agreements, Companies, Contacts, Configurations, Expenses, Opportunities, Projects, and Service Tickets.
Delete	ALL	Allows the ability to delete all existing documents within the system.
Delete	MY	Allows the ability to delete only the documents that particular member uploaded within the system.
Delete	NONE	Retricts the ability to delete existing documents within the system. NOTE: This setting applies to the Documents Tab of Agreements, Companies, Contacts, Configurations, Expenses, Opportunities, Projects, and Service Tickets.
Inquire	ALL	Allows the ability to review all existing documents within the system.
Inquire	MY	Allows the ability to review only the documents that particular member uploaded within the system.
Inquire	NONE	Retricts the ability to review existing documents within the system. NOTE: This setting applies to the Documents Tab of Agreements, Companies, Contacts, Configurations, Expenses, Opportunities, Projects, and Service Tickets.

Management

Verb	Level	Description
Add	ALL	Allows the ability to add information on the Management Tab of a company.
Add	NONE	Retricts the ability to add information on the Management Tab of a company.
Edit	ALL	Allows the ability to edit existing information on the Management Tab of a company.
Edit	NONE	Retricts the ability to edit existing information on the Management Tab of a company.
Delete	ALL	Allows the ability to delete existing information on the Management Tab of a company.
Delete	NONE	Retricts the ability to delete existing information on the Management Tab of a company.
Inquire	ALL	Allows the ability to review existing information on the Management Tab of a company.
Inquire	NONE	Retricts the ability to review existing information on the Management Tab of a company.

Notes

Verb	Level	Description
Add	ALL	Allows the ability to add information on the Notes Tab of a company or contact.
Add	NONE	Retricts the ability to add information on the Notes Tab of a company or contact.
Edit	ALL	Allows the ability to edit existing information on the Notes Tab of a company or contact.
Edit	NONE	Retricts the ability to edit existing information on the Notes Tab of a company or contact.
Delete	ALL	Allows the ability to delete existing information on the Notes Tab of a company or contact.
Delete	NONE	Retricts the ability to delete existing information on the Notes Tab of a company or contact.
Inquire	ALL	Allows the ability to review information on the Notes Tab of a company or contact.
Inquire	NONE	Retricts the ability to review information on the Notes Tab of a company or contact.

Reports

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review reports located in the Companies Category of the reports module. By default, when this option is selected, access to all company and contact reports is allows, but access can be customized using the Customize Option for this module.
Inquire	NONE	Retricts the ability to review reports located in the Companies and Contacts Category of the reports module.

Surveys

Verb	Level	Description
Add	ALL	Allows the ability to add information on the Surveys Tab of a company or contact. This applies only to CRM Surveys.
Add	NONE	Retricts the ability to add information on the Surveys Tab of a company or contact. This applies only to CRM Surveys.
Edit	ALL	Allows the ability to edit information on the Surveys Tab of a company or contact. This applies only to CRM Surveys.
Edit	NONE	Retricts the ability to edit information on the Surveys Tab of a company or contact. This applies only to CRM Surveys.
Delete	ALL	Allows the ability to delete information on the Surveys Tab of a company or contact. This applies only to CRM Surveys.
Delete	NONE	Retricts the ability to delete information on the Surveys Tab of a company or contact. This applies only to CRM Surveys.
Inquire	ALL	Allows the ability to review information on the Surveys Tab of a company or contact. This applies to both CRM and Service Surveys.
Inquire	NONE	Retricts the ability to review information on the Surveys Tab of a company or contact. This applies to both CRM and Service Surveys.

Team Members

Verb	Level	Description
Add	ALL	Allows the ability to add Team Role information on the Team Tab of a company or contact.
Add	NONE	Retricts the ability to add Team Role information on the Team Tab of a company or contact.
Edit	ALL	Allows the ability to edit existing Team Role information on the Team Tab of a company or contact.
Edit	NONE	Retricts the ability to edit existing Team Role information on the Team Tab of a company or contact.
Delete	ALL	Allows the ability to delete existing Team Role information on the Team Tab of a company or contact.
Delete	NONE	Retricts the ability to delete existing Team Role information on the Team Tab of a company or contact.
Inquire	ALL	Allows the ability to review existing Team Role information on the Team Tab of a company or contact.
Inquire	NONE	Retricts the ability to review existing Team Role information on the Team Tab of a company or contact.

Tracks

Verb	Level	Description
Add	ALL	Allows the ability to add Track Items to the Tracks Tab of a company or contact.
Add	NONE	Retricts the ability to add Track Items to the Tracks Tab of a company or contact.
Edit	ALL	Allows the ability to edit existing Track Items to the Tracks Tab of a company or contact.
Edit	NONE	Retricts the ability to edit existing Track Items to the Tracks Tab of a company or contact.
Delete	ALL	Allows the ability to delete existing Track Items to the Tracks Tab of a company or contact.
Delete	NONE	Retricts the ability to delete existing Track Items to the Tracks Tab of a company or contact.
Inquire	ALL	Allows the ability to review Track Items to the Tracks Tab of a company or contact.
Inquire	NONE	Retricts the ability to review Track Items to the Tracks Tab of a company or contact.

UserCentric

Verb	Level	Description
Add	—	Not Applicable. See Inquire Level.
Edit	—	Not Applicable. See Inquire Level.
Delete	—	Not Applicable. See Inquire Level.
Inquire	ALL	Allows access to the UserCentric Icon under the Companies Module.
Inquire	NONE	Retricts access to the UserCentric Icon under the Companies Module.

Finance

Accounting Interface

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	ALL	Allows the ability to delete GL Batches from the Open Batches tab and to Remove Records on the Unposted Invoices, Unposted Expenses and Unposted Procurement tabs.
Delete	NONE	Restricts the ability to delete GL Batches from the Open Batches tab and to Remove Records on the Unposted Invoices, Unposted Expenses and Unposted Procurement tabs.
Inquire	ALL	Allows access to the Accounting Interface Screen.
Inquire	NONE	Retricts access to the Accounting Interface Screen.

Agreement Invoicing

Verb	Level	Description
Add	ALL	Allows the ability to create agreement invoices within the system.
Add	NONE	Retricts the ability to create agreement invoices within the system.
Edit	ALL	Allows the ability to edit existing agreement invoices within the system.
Edit	NONE	Retricts the ability to edit existing agreement invoices within the system.
Delete	ALL	Allows the ability to delete existing agreement invoices within the system.
Delete	NONE	Retricts the ability to delete existing agreement invoices within the system.
Inquire	ALL	Allows the ability to review existing agreement invoices within the system.
Inquire	NONE	Retricts the ability to review existing agreement invoices within the system.

Agreement Sales

Verb	Level	Description
Add	—	Not applicable. See Inquire and Edit levels.
Edit	ALL	Allows the use of the actions on the Agreement Sales screen.
Edit	NONE	Restricts the ability to use the actions on the Agreement Sales screen.
Delete	—	Not applicable. See Inquire and Edit levels.
Inquire	ALL	Allows access to the Agreement Sales screen.
Inquire	NONE	Restricts access to the Agreement Sales screen.

Agreements

Verb	Level	Description
Add	ALL	Allows the ability to create agreements within the system.
Add	NONE	Retricts the ability to create agreements within the system.
Edit	ALL	Allows the ability to edit existing agreements within the system. This also includes all tabs on the agreement.
Edit	NONE	Retricts the ability to edit existing agreements within the system. This also includes all tabs on the agreement.
Delete	ALL	Allows the ability to delete existing agreements within the system.
Delete	NONE	Retricts the ability to delete existing agreements within the system.
Inquire	ALL	Allows the ability to review existing agreements within the system.
Inquire	NONE	Retricts the ability to review existing agreements within the system.

Billing Rate Maintenance

Verb	Level	Description
Add	ALL	Allows the ability to add custom work roles (agreements, companies).
Add	NONE	Restricts the ability to add custom work roles (agreements, companies).
Edit	ALL	Allows the ability to edit custom work roles (agreements, companies).
Edit	NONE	Restricts the ability to edit custom work roles (agreements, companies).
Delete	ALL	Allows the ability to delete custom work roles (agreements, companies).
Delete	NONE	Restricts the ability to delete custom work roles (agreements, companies).
Inquire	ALL	Allows the ability to view custom work roles (agreements, companies).
Inquire	NONE	Restricts the ability to view custom work roles (agreements, companies).

Billing view Time

Verb	Level	Description
Add	—	Not applicable. See Edit and Inquire level.
Edit	ALL	Enables you to edit the Billing Options pod.
Edit	NONE	Restricts the ability to view the Billing Options pod on a time or expense entry.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to view billing options section on a time or expense entry.
Inquire	NONE	Restricts the ability to view billing options section on a time or expense entry.

Company Finance

Verb	Level	Description
Add	—	Not applicable. See Edit and Inquire levels.
Edit	ALL	Allows the ability to edit the Company Finance Screen information for companies within the system.
Edit	NONE	Retricts the ability to edit the Company Finance Screen information for companies within the system.
Delete	—	Not Applicable. See Edit and Inquire levels.
Inquire	ALL	Allows the ability to review the Company Finance Screen for companies within the system.
Inquire	NONE	Retricts the ability to review the Company Finance Screen for companies within the system.

Expense Reimbursement

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows access to the Expense Reimbursement Screen.
Inquire	NONE	Retricts access to the Expense Reimbursement Screen.

Financial Dashboard

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not Applicable. See Inquire level.
Inquire	ALL	Allows the ability to review the Financial Dashboard.
Inquire	NONE	Retricts the ability to review the Financial Dashboard.

Invoice Approval

Verb	Level	Description
Add	—	Not applicable. See Edit and Inquire levels.
Edit	ALL	Allows the ability to approve (route) any invoices within the system.
Edit	MY	Allows the ability to approve (route) any invoices that are currently routed to the particular member.
Edit	NONE	Restricts the ability to approve (route) invoices within the system.
Delete	—	Not applicable. See Edit and Inquire levels.
Inquire	ALL	Restricts access to email invoices via the Invoice Batch Emailing screen and also approvals via the My Invoices Screen.
Inquire	MY	Same as ALL.

Invoicing

Verb	Level	Description
Add	ALL	Allows the ability to create invoices within the system.
Add	MY	Allows the ability to create invoices within the system (same as ALL).
Add	NONE	Retricts the ability to create invoices within the system.
Edit	ALL	Allows the ability to edit all existing invoices within the system.
Edit	MY	Allows the ability to edit only the existing invoices that are routed to a particular member in the system.
Edit	NONE	Retricts the ability to edit existing invoices within the system.
Delete	ALL	Allows the ability to delete all existing invoices within the system.
Delete	MY	Allows the ability to delete only the existing invoices that are routed to a particular member within the system.
Delete	NONE	Retricts the ability to delete existing invoices within the system.
Inquire	ALL	Allows the ability to view all existing invoices in the system.
Inquire	MY	Allows the ability to view only the existing invoices that are routed to a particular member within the system.
Inquire	NONE	Retricts the ability to review the Invoicing, Invoice Search, or Special Invoices screens.

Reports

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review reports located in the Finance Category of the reports module. By default, when this option is selected, access to all company and contact reports is allows, but access can be customized using the Customize Option for this module.
Inquire	NONE	Retricts the ability to review reports located in the Finance Category of the reports module.

Marketing

ConnectWise Campaign

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to view ConnectWise Campaign in the left nacigation.
Inquire	NONE	Retricts the ability to view or interact with ConnectWise Campaign.

Marketing Groups

Verb	Level	Description
Add	ALL	Allows the ability to create new Groups.
Add	NONE	Restricts the ability to create new Groups.
Edit	ALL	Allows the ability to edit existing Groups.
Edit	NONE	Restricts the ability to edit existing Groups.
Delete	ALL	Allows the ability to delete existing Groups.
Delete	NONE	Restricts the ability to delete existing Groups.
Inquire	ALL	Allows the ability to access the Marketing Groups screen.
Inquire	NONE	Restricts the ability to access the Marketing Groups screen.

Marketing Management

Verb	Level	Description
Add	ALL	Allows the ability to create marketing items located within the Marketing Module.
Add	MY	Allows the ability to create marketing items located within the Marketing Module only for those items that member is the Owner.
Add	NONE	Retricts the ability to create marketing items located within the Marketing Module.
Edit	ALL	Allows the ability to edit marketing items located within the Marketing Module.
Edit	MY	Allows the ability to edit marketing items located within the Marketing Module only for those items that member is the Owner.
Edit	NONE	Retricts the ability to edit marketing items located within the Marketing Module.
Delete	ALL	Allows the ability to delete marketing items located within the Marketing Module.
Delete	MY	Allows the ability to delete marketing items located within the Marketing Module only for those items that member is the Owner.
Delete	NONE	Retricts the ability to delete marketing items located within the Marketing Module.
Inquire	ALL	Allows the ability to review marketing items located within the Marketing Module.
Inquire	MY	Allows the ability to review marketing items located within the Marketing Module only for those items that member is the Owner.
Inquire	NONE	Retricts the ability to review marketing items located within the Marketing Module.

Marketing Reports

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review reports located in the Marketing Category of the reports module. By default, when this option is selected, access to all marketing reports is allowed, but access can be customized using the Customize Option for this module.
Inquire	NONE	Retricts the ability to review reports located in the Marketing Category of the reports module.

Procurement

Inventory Adjustments

Verb	Level	Description
Add	ALL	Allows the ability to create new Inventory Adjustments.
Add	NONE	Retricts the ability to create new Inventory Adjustments.
Edit	ALL	Allows the ability to edit existing open Inventory Adjustment item information.
Edit	NONE	Retricts the ability to edit existing Inventory Adjustment item information.
Delete	ALL	Allows the ability to delete existing open Inventory Adjustment items.
Delete	NONE	Retricts the ability to delete existing Inventory Adjustment items.
Inquire	ALL	Allows the ability to review existing Inventory Adjustment item information.
Inquire	NONE	Retricts the ability to review existing Inventory Adjustment item information.

Inventory Transfers

Verb	Level	Description
Add	—	Not applicable. See Edit and Inquire levels.
Edit	ALL	Allows the ability to complete a Inventory Transfer.
Edit	NONE	Retricts the ability to complete a Inventory Transfer.
Delete	—	Not applicable. See Edit and Inquire levels.
Inquire	ALL	Allows the ability to review existing Inventory Transfer information.
Inquire	NONE	Retricts the ability to review existing Inventory Transfer information.

Product Catalog

Verb	Level	Description
Add	ALL	Allows the ability to create new Products in the Product Catalog.
Add	NONE	Restricts the ability to create new products in the Product Catalog.
Edit	ALL	Allows the ability to edit existing products in the Products Catalog.
Edit	NONE	Restricts the ability to edit existing products in the Products Catalog.
Delete	ALL	Allows the ability to delete existing Products in the Products Catalog.
Delete	NONE	Restricts the ability to delete existing Products in the Products Catalog.
Inquire	ALL	Allows the ability to review existing Product information in the Product Catalog.
Inquire	NONE	Restricts the ability to review existing Product information in the Product Catalog.

Products

Verb	Level	Description
Add	ALL	Allows the ability to add Products to Opportunities, Sales Orders, and Service Tickets.
Add	NONE	Retricts the ability to add Products to Opportunities, Sales Orders, and Service Tickets. NOTE: This option also controls the ability to pick and ship products.
Edit	ALL	Allows the ability to edit Products on Opportunities, Sales Orders, Service Tickets, and Invoices.
Edit	NONE	Restricts the ability to edit Products on Opportunities, Sales Orders, Service Tickets, and Invoices.
Delete	ALL	Allows the ability to delete products added to Opportunities, Sales Orders, Service Tickets, and Invoices.
Delete	NONE	Restricts the ability to delete products added to Opportunities, Sales Orders, Service Tickets, and Invoices.
Inquire	ALL	Allows the ability to review information for products added to Opportunities, Sales Orders, and Service Tickets.
Inquire	NONE	Retricts the ability to review information for products added to Opportunities, Sales Orders, and Service Tickets.

Purchase Orders

Verb	Level	Description
Add	ALL	Allows the ability to create new POs.
Add	MY	Allows the ability to create new POs.
Add	NONE	Restricts the ability to create new POs.
Edit	ALL	Allows the ability to edit existing POs.
Edit	MY	Allows the ability to edit existing PO's where the Member is listed in the Entered By field on the PO.
Edit	NONE	Restricts the ability to edit existing POs.
Delete	ALL	Allows the ability to delete existing POs.
Delete	MY	Allows the ability to delete existing PO's where the Member is listed in the Entered By field on the PO.
Delete	NONE	Restricts the ability to delete existing POs.
Inquire	ALL	Allows the ability to view existing POs.
Inquire	MY	Allows the ability to delete existing PO's where the Member is listed in the Entered By field on the PO.
Inquire	NONE	Restricts the ability to view existing POs.

Purchasing Approvals

Verb	Level	Description
Add	—	Not applicable. See Edit and Inquire levels.
Edit	ALL	Allows the ability to use actionable options for items in the Purchasing Approvals Search Screen.
Edit	NONE	Retricts the ability to use actionable options for items in the Purchasing Approvals Search Screen.
Delete	—	Not applicable. See Edit and Inquire levels.
Inquire	ALL	Allows the ability to review information for items in the Purchasing Approvals Search Screen.
Inquire	NONE	Retricts the ability to review information for items in the Purchasing Approvals Search Screen.

Purchasing Demand

Verb	Level	Description
Add	—	Not applicable. See Edit and Inquire levels.
Edit	ALL	Allows the ability to use actionable options for items in the Purchasing Search Screen.
Edit	NONE	Retricts the ability to use actionable options for items in the Purchasing Search Screen.
Delete	—	Not applicable. See Edit and Inquire levels.
Inquire	ALL	Allows the ability to review information for items in the Purchasing Search Screen.
Inquire	NONE	Retricts the ability to review information for items in the Purchasing Search Screen.

Reports

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review reports located in the Procurement Category of the reports module. By default, when this option is selected, access to all procurement reports is allowed, but access can be customized using the Customize Option for this module.
Inquire	NONE	Retricts the ability to review reports located in the Procurement Category of the reports module.

RMA Entry

Verb	Level	Description
Add	ALL	Allows the ability to create new RMA Tags.
Add	NONE	Restricts the ability to create new RMA Tags.
Edit	ALL	Allows the ability to edit existing RMA Tags.
Edit	NONE	Restricts the ability to edit existing RMA Tags.
Delete	ALL	Allows the ability to delete existing RMA Tags.
Delete	NONE	Restricts the ability to delete existing RMA Tags.
Inquire	ALL	Allows the ability to view existing RMA Tags.
Inquire	NONE	Restricts the ability to view existing RMA Tags.

RMA Processing

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to view vendor, shipping, and closing sections of RMA tags.
Inquire	NONE	Restricts the ability to view vendor, shipping, and closing sections of RMA tags.

Project

Close Project Tickets

Verb	Level	Description
Add	—	Not applicable. See Edit level.
Edit	ALL	Allows the ability to close and re-open Projects and Project Tickets.
Edit	NONE	Retricts the ability to close and re-open Projects and Project Tickets.
Delete	—	Not applicable. See Edit level.
Inquire	—	Not applicable. See Edit level.

Close Projects

Verb	Level	Description
Add	—	Not applicable. See Edit and Inquire levels.
Edit	ALL	Allows the ability to set existing Projects to a closed status.
Edit	NONE	Disallows the ability to set existing Projects to a closed status.
Delete	—	Not applicable. See Edit and Inquire levels.
Inquire	ALL	Allows the ability to view Closed statuses on the Project tab of a Project.
Inquire	NONE	Disallows the ability to view Closed statuses on the Project tab of a Project.

Project Contacts

Verb	Level	Description
Add	ALL	Allows the ability to add contact information to the Contacts Tab of existing projects.
Add	MY	The ability to add contact information to the Contacts Tab for projects is determined by the settings of the project role the member is assigned to on the specific project.
Add	NONE	Retricts the ability to add contact information to the Contacts Tab of existing projects.
Edit	ALL	Allows the ability to edit contact information to the Contacts Tab of existing projects.
Edit	MY	The ability to edit contact information on the Contacts Tab for projects is determined by the settings of the project role the member is assigned to on the specific project.
Edit	NONE	Retricts the ability to edit contact information to the Contacts Tab of existing projects.
Delete	ALL	Allows the ability to delete contact information to the Contacts Tab of existing projects.
Delete	MY	The ability to delete contact information from the Contacts Tab for projects is determined by the settings of the project role the member is assigned to on the specific project.
Delete	NONE	Retricts the ability to delete contact information to the Contacts Tab of existing projects.
Inquire	ALL	Allows the ability to review contact information to the Contacts Tab of existing projects.
Inquire	MY	The ability to review contact information on the Contacts Tab of projects is determined by the settings of the project role the member is assigned to on the specific project.
Inquire	NONE	Retricts the ability to review contact information to the Contacts Tab of existing projects.

Project Finance

Verb	Level	Description
Add	—	Not applicable. See Edit and Inquire levels.
Edit	ALL	Allows the ability to edit the Project Finance, Recap, and Invoice tabs of existing projects.
Edit	MY	Access to the Finance, Recap, and Invoices tabs of the project or project ticket is determined by the settings of the project role the member is assigned to on the specific project.
Edit	NONE	Restricts the ability to edit the Project Finance, Recap, and Invoice tabs of existing projects.
Delete	—	Not applicable. See Edit and Inquire levels.
Inquire	ALL	Allows the ability to review the Project Finance, Recap, and Invoice tabs of existing projects. Also allows access to the Project budget by Variance view in the Views tab.
Inquire	MY	The ability to review the Finance, Recap or Invoices Tabs of the project or project ticket is determined by the settings of the project role the member is assigned to on the specific project.
Inquire	NONE	Restricts the ability to review the Project Finance, Recap, and Invoice tabs of existing projects. Also restricts access to the Project budget by Variance view in the Views tab. NOTE: If you select None, the Project Boards icon will no longer be visible. In order to see the Project Board icon, the user needs Project Management Inquire set to All, AND Project Finance Inquire set to My at the very least.

Project Headers

Verb	Level	Description
Add	ALL	Allows the ability to add new projects.
Add	MY	The ability to add new projects is determined by the settings of the project role the member is assigned to on the specific project.
Add	NONE	Restricts the ability to add new projects.
Edit	ALL	Allows the ability to edit the general tab of existing projects.
Edit	MY	The ability to edit the general tab of existing projects is determined by the settings of the project role the member is assigned to on the specific project.
Edit	NONE	Restricts the ability to edit the general tab of existing projects.
Delete	ALL	Allows the ability to delete existing projects.
Delete	MY	The ability to delete existing projects is determined by the settings of the project role the member is assigned to on the specific project.
Delete	NONE	Restricts the ability to delete existing projects.
Inquire	ALL	Allows the ability to view existing projects.
Inquire	MY	The ability to view existing projects is determined by the settings of the project role the member is assigned to on the specific project.
Inquire	NONE	Restricts the ability to view existing projects.

Project Management

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to view Project Boards.
Inquire	MY	Not Applicable.
Inquire	NONE	Retricts the ability to view Project Boards. NOTE: The only available options are All or None. If you select None, the Project Boards icon will no longer be visible. In order to see the Project Board icon, the user needs Project Management Inquire set to All, AND Project Finance Inquire set to My at the very least.

Project Notes

Verb	Level	Description
Add	ALL	Allows the ability to add information on the Notes Tab of a Project.
Add	MY	The ability to add information on the Notes Tab of a project is determined by the settings of the project role the member is assigned to on the specific project.
Add	NONE	Retricts the ability to add information on the Notes Tab of a Project.
Edit	ALL	Allows the ability to edit information on the Notes Tab of a Project.
Edit	MY	The ability to edit information on the Notes Tab of a project is determined by the settings of the project role the member is assigned to on the specific project.
Edit	NONE	Retricts the ability to edit information on the Notes Tab of a Project.
Delete	ALL	Allows the ability to delete information on the Notes Tab of a Project.
Delete	MY	The ability to delete information on the Notes Tab of a project is determined by the settings of the project role the member is assigned to on the specific project.
Delete	NONE	Retricts the ability to delete information on the Notes Tab of a Project.
Inquire	ALL	Allows the ability to review information on the Notes Tab of a Project.
Inquire	MY	The ability to view information on the Notes Tab of a project is determined by the settings of the project role the member is assigned to on the specific project.
Inquire	NONE	Retricts the ability to review information on the Notes Tab of a Project.

Project Phase

Verb	Level	Description
Add	ALL	Allows the ability to add a new Phase on the Workplan Tab of a Project.
Add	MY	The ability to add a new Phase on the Workplan Tab to a project is determined by the settings of the project role the member is assigned to on the specific project.
Add	NONE	Retricts the ability to add a new Phase on the Workplan Tab of a Project.
Edit	ALL	Allows the ability to edit an existing Phase on the Workplan Tab of a Project.
Edit	MY	The ability to edit a Phase on the Workplan Tab to a project is determined by the settings of the project role the member is assigned to on the specific project.
Edit	NONE	Retricts the ability to edit an existing Phase on the Workplan Tab of a Project.
Delete	ALL	Allows the ability to delete an existing Phase on the Workplan Tab of a Project.
Delete	MY	The ability to delete a Phase on the Workplan Tab to a project is determined by the settings of the project role the member is assigned to on the specific project.
Delete	NONE	Retricts the ability to delete an existing Phase on the Workplan Tab of a Project.
Inquire	ALL	Allows the ability to review an existing Phase on the Workplan Tab of a Project.
Inquire	MY	The ability to view a Phase on the Workplan Tab to a project is determined by the settings of the project role the member is assigned to on the specific project.
Inquire	NONE	Retricts the ability to review an existing Phase on the Workplan Tab of a Project.

Project Product

Verb	Level	Description
Add	ALL	Allows the ability to add product items to the ProductsTab of existing projects.
Add	MY	The ability to add product items to the ProductsTab of projects is determined by the settings of the project role the member is assigned to on the specific project.
Add	NONE	Retricts the ability to add product items to the ProductsTab of existing projects.
Edit	ALL	Allows the ability to edit product items to the ProductsTab of existing projects.
Edit	MY	The ability to edit product items on the ProductsTab of projects is determined by the settings of the project role the member is assigned to on the specific project.
Edit	NONE	Retricts the ability to edit product items to the ProductsTab of existing projects.
Delete	ALL	Allows the ability to delete product items to the ProductsTab of existing projects.
Delete	MY	The ability to delete product items from the ProductsTab of projects is determined by the settings of the project role the member is assigned to on the specific project.
Delete	NONE	Retricts the ability to delete product items to the ProductsTab of existing projects.
Inquire	ALL	Allows the ability to review product items to the ProductsTab of existing projects.
Inquire	MY	The ability to view product items on the ProductsTab of projects is determined by the settings of the project role the member is assigned to on the specific project.
Inquire	NONE	Retricts the ability to review product items to the ProductsTab of existing projects.

Project Reports

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review reports located in the Project Category of the reports module. By default, when this option is selected, access to all marketing reports is allowed, but access can be customized using the Customize Option for this module.
Inquire	NONE	Retricts the ability to review reports located in the Project Category of the reports module.

Project Scheduling

Verb	Level	Description
Add	ALL	Allows the ability to add information on the Schedule Tab of an all existing Projects.
Add	MY	The ability to add information on the Schedule Tab of a project is determined by the settings of the project role the member is assigned to on the specific project.
Add	NONE	Retricts the ability to add information on the Schedule Tab of a Project.
Edit	ALL	Allows the ability to edit the information stored on the Schedule Tab of an all existing Projects.
Edit	MY	The ability to edit information on the Schedule Tab of a project is determined by the settings of the project role the member is assigned to on the specific project.
Edit	NONE	Retricts the ability to edit the information stored on the Schedule Tab of a Project.
Delete	ALL	Allows the ability to delete the information stored on the Schedule Tab of an all existing Projects.
Delete	MY	The ability to delete information on the Schedule Tab of a project is determined by the settings of the project role the member is assigned to on the specific project.
Delete	NONE	Retricts the ability to delete the information stored on the Schedule Tab of a Project.
Inquire	ALL	Allows the ability to review the information stored on the Schedule Tab of an all existing Projects.
Inquire	MY	The ability to view information on the Schedule Tab of a project is determined by the settings of the project role the member is assigned to on the specific project.
Inquire	NONE	Retricts the review the information stored on the Schedule Tab of a Project.

Project Teams

Verb	Level	Description
Add	ALL	Allows the ability to add members on the Project Team Tab of an all existing Projects. Also allows the ability to convert Project tickets to Service Tickets.
Add	MY	The ability to add members on the Team Tab of a Project is determined by the settings of the project role the member is assigned to on the specific project.
Add	NONE	Retricts the ability to add members on the Project Team Tab of a Project.
Edit	ALL	Allows the ability to edit members on the Project Team Tab of a Project.
Edit	MY	The ability to edit members on the Team Tab of a Project is determined by the settings of the project role the member is assigned to on the specific project.
Edit	NONE	Retricts the ability to edit members on the Project Team Tab of a Project.
Delete	ALL	Allows the ability to delete members on the Project Team Tab of a Project.
Delete	MY	The ability to delete members from the Team Tab of a Project is determined by the settings of the project role the member is assigned to on the specific project.
Delete	NONE	Retricts the ability to delete members on the Project Team Tab of a Project.
Inquire	ALL	Allows the ability to review member details on the Project Team Tab of a Project. Also allows the ability to convert Project tickets to Service Tickets.
Inquire	MY	The ability to view members on the Team Tab of a Project is determined by the settings of the project role the member is assigned to on the specific project.
Inquire	NONE	Retricts the ability to review member details on the Project Team Tab of a Project.

Project Templates

Verb	Level	Description
Add	ALL	Allows the ability to create Project Templates.
Add	NONE	Retricts the ability to create Project Templates.
Edit	ALL	Allows the ability to edit Project Templates.
Edit	NONE	Retricts the ability to edit Project Templates.
Delete	ALL	Allows the ability to delete Project Templates.
Delete	NONE	Retricts the ability to delete Project Templates.
Inquire	ALL	Allows the ability to review Project Templates.
Inquire	NONE	Retricts the ability to review Project Templates.

Project Ticket - Dependencies

Verb	Level	Description
Add	ALL	Allows the ability to append predecessor tickets to a project ticket.
Add	NONE	Disallows the ability to append predecessor tickets to a project ticket.
Edit	ALL	Allows the ability to edit the existing predecessor ticket on a project ticket.
Edit	NONE	Disallows the ability to edit the existing predecessor ticket on a project ticket.
Delete	ALL	Allows the ability to remove an existing predecessor ticket on a project ticket.
Delete	NONE	Disallows the ability to remove an existing predecessor ticket on a project ticket.
Inquire	ALL	Allows the ability to view existing predecessor ticket info on a project ticket.
Inquire	NONE	Disallows the ability to view existing predecessor ticket info on a project ticket.

Project Ticket Tasks

Verb	Level	Description
Add	ALL	Allows the ability to add tasks to Project Tickets.
Add	MY	The ability to add tasks to Project Tickets(not Projects) is determined by the settings of the project role the member is assigned to on the specific project.
Add	NONE	Retricts the ability to add tasks to Project Tickets.
Edit	ALL	Allows the ability to edit tasks on Project Tickets.
Edit	MY	The ability to edit tasks on Project Tickets(not Projects) is determined by the settings of the project role the member is assigned to on the specific project.
Edit	NONE	Retricts the ability to edit tasks on Project Tickets.
Delete	ALL	Allows the ability to delete tasks on Project Tickets.
Delete	MY	The ability to delete tasks from Project Tickets(not Projects) is determined by the settings of the project role the member is assigned to on the specific project.
Delete	NONE	Retricts the ability to delete tasks on Project Tickets.
Inquire	ALL	Allows the ability to review tasks on Project Tickets.
Inquire	MY	The ability to review tasks on Project Tickets(not Projects) is determined by the settings of the project role the member is assigned to on the specific project.
Inquire	NONE	Retricts the ability to review tasks on Project Tickets.

Project Tickets

Verb	Level	Description
Add	ALL	Allows the ability to create Project Tickets.
Add	MY	The ability to create project tickets is determined by the settings of the project role the member is assigned to on the specific project.
Add	NONE	Retricts the ability to create Project Tickets.
Edit	ALL	Allows the ability to edit existing Project Tickets.
Edit	MY	The ability to edit Project Tickets is determined by the settings of the project role the member is assigned to on the specific project.
Edit	NONE	Retricts the ability to edit existing Project Ticket information.
Delete	ALL	Allows the ability to delete existing Project Tickets.
Delete	MY	The ability to delete existing Project Tickets is determined by the settings of the project role the member is assigned to on the specific project.
Delete	NONE	Retricts the ability to review existing delete existing Project Tickets.
Inquire	ALL	Allows the ability to review existing Project Ticket information. Allows the ability to view Project Tickets and Issues on the My List screen.
Inquire	MY	The ability to review Project Tickets is determned by the settings of the project role the member is assigned to on the specific project. Allows the ability to view Project Tickets and Issues on the My List screen.
Inquire	NONE	Retricts the ability to review existing Project Ticket information. NOTE: Controls the ability to view the Project and Issues tabs on the My List screen

Sales

Closed Opportunity

Verb	Level	Description
Add	—	Not applicable. See Edit level.
Edit	ALL	Allows the ability to close and re-open opportunities.
Edit	NONE	Restricts the ability to close and re-open opportunities.
Delete	—	Not applicable. See Edit level.
Inquire	—	Not applicable. See Edit level.

Opportunity

Verb	Level	Description
Add	ALL	Allows the ability to create Opportunities.
Add	MY	Allows the ability to create Opportunities.
Add	NONE	Retricts the ability to create Opportunities.
Edit	ALL	Allows the ability to edit existing Opportunities.
Edit	MY	Allows the ability to edit only those Opportunities for which the member is part of the team or is the teammate of a member of the team that has the Allow Access checkbox checked.
Edit	NONE	Retricts the ability to edit existing Opportunities.
Delete	ALL	Allows the ability to delete existing Opportunities.
Delete	MY	Allows the ability to edit only those Opportunities for which the member is part of the team or is the teammate of a member on the team that has the Allow Access checkbox checked.
Delete	NONE	Retricts the ability to delete existing Opportunities.
Inquire	ALL	Allows the ability to review existing Opportunities.
Inquire	MY	Allows the ability to edit only those Opportunities for which the member is part of the team or is the teammate of a member of the team that has the Allow Access checkbox checked.
Inquire	NONE	Retricts the ability to review existing Opportunities.

Opportunity Finance

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review the Finance Tab of Opportunities.
Inquire	NONE	Retricts the ability to review the Finance Tab of Opportunities.

Reports

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review reports located in the Sales Category of the reports module. By default, when this option is selected, access to all marketing reports is allowed, but access can be customized using the Customize Option for this module.
Inquire	NONE	Retricts the ability to review reports located in the Sales Category of the reports module.

Sales Dashboard

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review the Sales Overview screen.
Inquire	NONE	Retricts the ability to review the Sales Overview screen.

Sales Funnel

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review the Sales Funnel screen.
Inquire	NONE	Retricts the ability to review the Sales Funnel screen.

Sales Order Finance

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review the Finance Tab of Opportunities.
Inquire	NONE	Restricts the ability to review the Finance Tab of Opportunities. NOTE: The ability to edit the Finance tab of a Sales Order is based on the security persmissions for this role in the Sales Order field.

Sales Orders

Verb	Level	Description
Add	ALL	Allows the ability to create Sales Orders.
Add	NONE	Retricts the ability to create Sales Orders.
Edit	ALL	Allows the ability to edit existing Sales Orders.
Edit	NONE	Retricts the ability to edit existing Sales Orders.
Delete	ALL	Allows the ability to delete existing Sales Orders.
Delete	NONE	Retricts the ability to delete existing Sales Orders.
Inquire	ALL	Allows the ability to review existing Sales Orders.
Inquire	NONE	Retricts the ability to review existing Sales Orders.

Service Desk

Agile Board

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to view and use the Agile board.
Inquire	NONE	Retricts the ability to view and use the Agile board.

ChatAssist

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows access to the ChatAssist Icon under the Service Desk Module.
Inquire	NONE	Retricts access to the ChatAssist Icon under the Service Desk Module.

Close Service Tickets

Verb	Level	Description
Add	ALL	Allows users to set a new ticket to a closed status before saving it for the first time.
Add	NONE	Restricts the ability to set a new ticket to a closed status before saving it for the first time.
Edit	ALL	Allows the ability to close and re-open service tickets.
Edit	NONE	Restricts the ability to close and re-open service tickets.
Delete	—	Not Applicable. See Add, Edit, and Inquire levels.
Inquire	ALL	Allows the ability to view closed statuses in Service Ticket Status dropdown
Inquire	NONE	Restricts the ability to view closed statuses in Service Ticket Status dropdown.

CloudConsole

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows access to the CloudConsole Icon under the Service Desk Module.
Inquire	NONE	Retricts access to the CloudConsole Icon under the Service Desk Module.

ConnectWise Control

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Enables the ScreenConnect Button on tickets allowing the ability to create a ScreenConnect session.
Inquire	NONE	Disables the ScreenConnect Button on tickets disallowing the ability to create a ScreenConnect session.

ConnectWise Manage Network

Verb	Level	Description
Add	—	Not applicable. See Add and Inquire levels.
Edit	—	Not applicable. See Add and Inquire levels.
Delete	ALL	Allows the ability to remove holds from the ConnectWise Manage Network.
Delete	NONE	Restricts the ability to remove holds from the ConnectWise Manage Network.
Inquire	ALL	Allows access to the ConnectWise Manage Network.
Inquire	NONE	Retricts access to the ConnectWise Manage Network.

Knowledge Base Approver

Verb	Level	Description
Add	—	Not applicable. See Edit, Delete, and Inquire levels.
Edit	ALL	Allows the ability to approve and reject Knowledge Base articles that are pending approval.
Edit	NONE	Restricts the ability to approve and reject Knowledge Base articles that are pending approval.
Delete	ALL	Allows the ability to delete Knowledge Base articles in any status created by any member.
Delete	NONE	Restricts the ability to delete any Knowledge Base articles.
Inquire	ALL	Allows the ability to review Knowledge Base articles in any status. NONEL Restricts the ability to review any Knowledge Base articles.

Knowledge Base Creator

Verb	Level	Description
Add	ALL	Allows the ability to add draft Knowledge Base articles and submit for approval.
Add	MY	Allows the ability to add draft Knowledge Base articles and submit for approval.
Add	NONE	Restricts the ability to add draft Knowledge Base articles and submit for approval.
Edit	ALL	Allows the ability to edit Knowledge Base articles in Draft, Rejected, and Revise status for any member.
Edit	MY	Allows the ability to edit Knowledge Base articles in Draft, Rejected, and Revise status created by the logged in member.
Edit	NONE	Restricts the ability to edit Knowledge Base articles.
Delete	ALL	Allows the ability to delete Knowledge Base articles in Draft, Rejected, and Revise status created by any member.
Delete	MY	Allows the ability to delete Knowledge Base articles in Draft, Rejected, and Revise status created by the logged in member.
Delete	NONE	Restricts the ability to delete Knowledge Base articles.
Inquire	ALL	Allows the ability to review Knowledge Base articles created by any member.
Inquire	MY	Allows the ability for a member to review Knowledge Base articles created by the logged in member.
Inquire	NONE	Restricts the ability to review any Knowledge Base articles.

Launch Remote Access

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to launch Automate or Control access from any ticket.
Inquire	MY	Allows the ability to launch Automate or Control access from any ticket the member is a resource on.
Inquire	NONE	Restricts the ability to launch Automate or Control access. Hides the Launch column in the Configuration pod.

Merge Tickets

Verb	Level	Description
Add	ALL	Allows the ability to merge tickets.
Add	NONE	Restricts the ability to merge tickets
Edit	ALL	Allows for Open merged tickets to be set to a Closed status.
Edit	NONE	Restricts the ability to merge tickets
Delete	—	Not applicable. See Add, Edit, and Inquire levels.
Inquire	ALL	Allows the ability to view the relationship of merged tickets.
Inquire	NONE	Restricts the ability to view the relationship of merged tickets.

Print Service Signoff

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to print the Signoff form for any service ticket.
Inquire	MY	Allows the ability to print the Signoff form for tickets you are a resource on, tickets you have assigned another resource on, and tickets created by you.
Inquire	NONE	Restricts the ability to print the Signoff form for all tickets.

Reports

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review reports located in the Service Desk Category of the reports module. By default, when this option is selected, access to all Service reports is allowed, but access can be customized using the Customize Option for this module.
Inquire	NONE	Retricts the ability to review reports located in the Service Desk Category of the reports module.

Resource Scheduling

Verb	Level	Description
Add	ALL	Allows the ability to add resources on Service Tickets and Activities.
Add	MY	Allows the ability for a member to add themselves as a resource on a Service Ticket or Activity.
Add	NONE	Retricts the ability to add resources on Service Tickets and Activities. NOTE: This includes the My Calendar and Dispatch Portal Screens.
Edit	ALL	Allows the ability to edit resources on Service Tickets and Activities.
Edit	MY	Allows the ability for a member to edit themselves as a resource on a Service Ticket or Activity.
Edit	NONE	Retricts the ability to edit resources on Service Tickets and Activities. NOTE: This includes the My Calendar and Dispatch Portal Screens.
Delete	ALL	Allows the ability to delete resources on Service Tickets and Activities.
Delete	MY	Allows the ability for a member to delete themselves as a resource on a Service Ticket or Activity.
Delete	NONE	Retricts the ability to delete resources on Service Tickets and Activities. NOTE: This includes the My Calendar and Dispatch Portal Screens.
Inquire	ALL	Allows the ability to review resources on Service Tickets and Activities.
Inquire	MY	Allows the ability for a member to review only their resource records on a Service Ticket or Activity.
Inquire	NONE	Retricts the ability to review resources on Service Tickets and Activities. NOTE: This includes the My Calendar and Dispatch Portal Screens.

Service Dashboard

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows access to the Service Dashboard under the Service Desk Module.
Inquire	NONE	Retricts access to the Service Dashboard under the Service Desk Module.

Service Ticket - Dependencies

Verb	Level	Description
Add	ALL	Allows the ability to append predecessor tickets to a service ticket.
Add	NONE	Disallows the ability to append predecessor tickets to a service ticket.
Edit	ALL	Allows the ability to edit the existing predecessor ticket on a service ticket.
Edit	NONE	Disallows the ability to edit the existing predecessor ticket on a service ticket.
Delete	ALL	Allows the ability to remove an existing predecessor ticket on a service ticket.
Delete	NONE	Disallows the ability to remove an existing predecessor ticket on a service ticket.
Inquire	ALL	Allows the ability to view existing predecessor ticket info on a service ticket.
Inquire	NONE	Disallows the ability to view existing predecessor ticket info on a service ticket.

Service Ticket - Finance

Verb	Level	Description
Add	—	Not applicable. See Edit and Inquire levels.
Edit	ALL	Allows the ability to edit information on the Finance Tab of Service Tickets.
Edit	NONE	Retricts the ability to edit information on the Finance Tab of Service Tickets.
Delete	—	Not applicable. See Edit and Inquire levels.
Inquire	ALL	Allows access to the Finance Tab of Service Tickets.
Inquire	NONE	Retricts access to the Finance Tab of Service Tickets.

Service Tickets

Verb	Level	Description
Add	ALL	Allows the ability to create Service Tickets.
Add	MY	Allows the ability to create Service Tickets.
Add	NONE	Retricts the ability to create Service Tickets.
Edit	ALL	Allows the ability to edit existing Service Tickets. Allows the ability to follow Service Tickets.
Edit	MY	Allows the ability to edit only existing Service Tickets that belong to the member. A ticket belongs to me if I created it, assigned it to someone, or I am assigned to it. Allows the ability to follow Service Tickets I am a resource on.
Edit	NONE	Retricts the ability to edit existing Service Tickets.
Delete	ALL	Allows the ability to delete existing Service Tickets.
Delete	MY	Allows the ability to delete only existing Service Tickets that belong to the member. A ticket belongs to me if I created it, assigned it to someone, or I am assigned to it.
Delete	NONE	Retricts the ability to delete existing Service Tickets.
Inquire	ALL	Allows the ability to review existing Service Tickets.
Inquire	MY	Allows the ability to review only existing Service Tickets that belong to the member. A ticket belongs to me if I created it, assigned it to someone, or I am assigned to it.
Inquire	NONE	Retricts the ability to review existing Service Tickets.

SLA Dashboard

Verb	Level	Description
Add	—	Not applicable. See Edit and Inquire levels.
Edit	ALL	Allows the ability to access the On Call and Duty Mgr pickers on the SLA Dashboard and Service Board.
Edit	MY	Restricts the ability to access the On Call and Duty Mgr pickers on the SLA Dashboard and Service Board.
Edit	NONE	Restricts the ability to access the On Call and Duty Mgr pickers on the SLA Dashboard and Service Board.
Delete	—	Not applicable. See Edit and Inquire levels.
Inquire	ALL	Allows the ability to select any member from the member filter on the SLA Dashboard. Also allows the ability to access the On Call and Duty Mgr pickers on the Service Board and SLA Dashboard
Inquire	MY	Restricts the ability to select other members from the member filter on the SLA Dashboard.
Inquire	NONE	Restricts access to the SLA Dashboard.

Ticket Templates

Verb	Level	Description
Add	ALL	Allows the ability to create Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement.
Add	MY	Same as ALL
Add	NONE	Restricts the ability to create Ticket Templates at the Company Level. This includes the Ticket Templates Tab of a company or agreement. Note: This does not control the application of Ticket Templates to existing tickets using the protractor icon.
Edit	ALL	Allows the ability to edit Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement.
Edit	MY	Allows the ability to edit Ticket Templates only where the member has access to the service board, location and group associated with the template. This includes the Ticket Templates tab of a company or agreement.
Edit	NONE	Restricts the ability to edit Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement. Note: This does not control the application of Ticket Templates to existing tickets using the protractor icon.
Delete	ALL	Allows the ability to delete Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement.
Delete	MY	Allows the ability to delete Ticket Templates only where the member has access to the service board, location and group associated with the template. This includes the Ticket Templates tab of a company or agreement.
Delete	NONE	Restricts the ability to delete Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement. Note: This does not control the application of Ticket Templates to existing tickets using the protractor icon.
Inquire	ALL	Allows the ability to review Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement.
Inquire	MY	Allows the ability to review Ticket Templates only where the member has access to the service board, location and group associated with the template. This includes the Ticket Templates tab of a company or agreement.
Inquire	NONE	Restricts the ability to review Ticket Templates at the Company Level. This includes the Ticket Templates tab of a company or agreement. Note: This does not control the application of Ticket Templates to existing tickets using the protractor icon.

System

API Reports

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the user to access the API Reporting Views when using an API Member.
Inquire	NONE	Restricts the ability to review the API Reporting Views when using an API Member.

Chat with ConnectWise Manage Support

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows access to the Chat with Support button in the top navigation menu.
Inquire	NONE	Restricts access to the Chat with Support button in the top navigation menu.

ConnectWise Manage Labs

Verb	Level	Description
Add	—	Not applicable. See Edit level.
Edit	ALL	Allows the ability to turn labs on and off
Edit	NONE	Restricts the ablility to turn labs on and off
Delete	—	Not applicable. See Edit level.
Inquire	—	Not applicable. See Edit level.

Custom Menu Entry

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review custom menu entries in the modules they are assigned to. By default, when this option is selected, access to all Custom Menu Entries is allowed, but access can be customized using the Customize Option for this module.
Inquire	NONE	Restricts the ability to review existing Custom Menu Entries.

Email Audit

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows access to the Email Audit icon under the Service Desk module and the Email Audit tab on the Company screen
Inquire	NONE	Restricts access to the Email Audit icon under the Service Desk module and the Email Audit tab on the Company screen.

List View Export

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to export list view items to an Excel Spreadsheet.
Inquire	NONE	Restricts the ability to export list view items to an Excel Spreadsheet.

Marketplace Sharing

Verb	Level	Description
Add	ALL	Allows the ability to upload items to the ConnectWise Marketplace.
Add	NONE	Restricts the ability to upload items to the ConnectWise Marketplace.
Edit	—	Not applicable. See Add and Inquire levels.
Delete	—	Not applicable. See Add and Inquire levels.
Inquire	ALL	Allows the ability to import items from the ConnectWise Marketplace.
Inquire	NONE	Restricts the ability to import items from the ConnectWise Marketplace.

Mass Maintenance

Verb	Level	Description
Add	ALL	Allows the ability to add new items via the Mass Maintenance screens. Access to each screen can be customized using the Customize Option for this module.
Add	NONE	Restricts the ability to add new items via the Mass Maintenance screens.
Edit	ALL	Allows the ability to edit existing items via the Mass Maintenance screens. Access to each screen can be customized using the Customize Option for this module.
Edit	NONE	Restricts the ability to edit existing items via the Mass Maintenance screens.
Delete	ALL	Allows the ability to delete existing items via the Mass Maintenance screens. Access to each screen can be customized using the Customize Option for this module.
Delete	NONE	Restricts the ability to delete existing items via the Mass Maintenance screens.
Inquire	ALL	Allows the ability to review existing items via the Mass Maintenance screens. Access to each screen can be customized using the Customize Option for this module.
Inquire	NONE	Restricts the ability to review existing items via the Mass Maintenance screens.

Member Maintenance

Verb	Level	Description
Add	ALL	Allows the ability to create new member profiles.
Add	NONE	Restricts the ability to create new member profiles.
Edit	ALL	Allows the ability to edit existing member profiles.
Edit	NONE	Restricts the ability to edit existing member profiles.
Delete	ALL	Allows the ability to delete existing member profiles.
Delete	NONE	Restricts the ability to deleteexisting member profiles.
Inquire	ALL	Allows the ability to review existing member profiles.
Inquire	NONE	Restricts the ability to review existing member profiles.

My Account

Verb	Level	Description
Add	—	Not applicable. See Edit and Inquire levels.
Edit	ALL	Allows the ability to edit the information on the MY Account Screen for all members.
Edit	MY	Allows the ability to edit the information on the MY Account Screen for only the member logged in.
Edit	NONE	Retricts the ability to edit the information on the MY Account Screen
Delete	—	Not applicable. See Edit and Inquire levels.
Inquire	ALL	Allows the ability to review the information on the MY Account Screen for all members.
Inquire	MY	Allows the ability to review the information on the MY Account Screen for only the member logged in.
Inquire	NONE	Retricts the ability to review the information on the MY Account Screen

My Company

Verb	Level	Description
Add	ALL	Allows the ability to add new structure and group levels to the My Company Screen.
Add	NONE	Restricts the ability to add new structure and group levels to the My Company Screen.
Edit	ALL	Allows the ability to edit the information on the My Company Screen.
Edit	NONE	Restricts the ability to edit the information on the My Company Screen.
Delete	ALL	Allows the ability to delete structure and group levels from the My Company Screen.
Delete	NONE	Restricts the ability to delete structure and group levels from the My Company Screen
Inquire	ALL	Allows the ability to review the information on the My Company Screen.
Inquire	NONE	Restricts the ability to review the information on the My Company Screen.

Report Writer

Verb	Level	Description
Add	ALL	Allows access to the report writer designer
Add	NONE	Restricts access to the report writer designer
Edit	—	Not applicable. See Add and Inquire levels.
Delete	—	Not applicable. See Add and Inquire levels.
Inquire	ALL	Allows access to view report writer reports and dashboards.
Inquire	NONE	Restricts access to view report writer reports and dashboards.

Security Roles

Verb	Level	Description
Add	ALL	Allows the ability to create new security roles.
Add	NONE	Restricts the ability to create new security roles.
Edit	ALL	Allows the ability to edit the settings for existing security roles.
Edit	NONE	Restricts the ability to edit the settings for existing security roles.
Delete	ALL	Allows the ability to delete existing security roles.
Delete	NONE	Restricts the ability to delete existing security roles.
Inquire	ALL	Allows the ability to review the settings for existing security roles.
Inquire	NONE	Restricts the ability to review the settings for existing security roles.

System Reports

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review reports located in the System Category of the reports module. By default, when this option is selected, access to all System reports is allowed, but access can be customized using the Customize Option for this module.
Inquire	NONE	Retricts the ability to review reports located in the System Category of the reports module.

Table Setup

Verb	Level	Description
Add	ALL	Allows the ability to create new items within each of the Setup Tables. By default, when this option is selected, access to all Setup Tables is allowed, but access can be customized using the Customize Option for this module.
Add	NONE	Restricts the ability to create new items within each of the Setup Tables.
Edit	ALL	Allows the ability to edit existing items within each of the Setup Tables. By default, when this option is selected, access to all Setup Tables is allowed, but access can be customized using the Customize Option for this module.
Edit	NONE	Restricts the ability to edit existing items within each of the Setup Tables.
Delete	ALL	Allows the ability to delete existing items within each of the Setup Tables. By default, when this option is selected, access to all Setup Tables is allowed, but access can be customized using the Customize Option for this module.
Delete	NONE	Restricts the ability to delete existing items within each of the Setup Tables.
Inquire	ALL	Allows the ability to review existing items within each of the Setup Tables. By default, when this option is selected, access to all Setup Tables is allowed, but access can be customized using the Customize Option for this module.
Inquire	NONE	Restricts the ability to review existing items within each of the Setup Tables.

Today Links

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to view and browse to the links setup on the Today screen.
Inquire	NONE	Restricts the ability to view and browse to the links setup on the Today screen.

Time and Expense

Expense Approvals

Verb	Level	Description
Add	—	Not applicable. See Edit and Inquire levels.
Edit	ALL	Allows the ability to approve expense reports and reverse expense report approvals.
Edit	NONE	Restricts the ability to approve expense reports and reverse expense report approvals.
Delete	—	Not applicable. See Edit and Inquire levels.
Inquire	ALL	Allows the ability to view expense reports submitted for approval.
Inquire	NONE	Restricts the ability to view expense reports submitted for approval.

Expense Report Entry

Verb	Level	Description
Add	ALL	Allows the ability to add expense records within the system. This includes expense records for other members while on their Expense Report.
Add	MY	Allows the ability to add expenses only for the member logged in.
Add	NONE	Retricts the ability to add expense records within the system.
Edit	ALL	Allows the ability to edit all existing expense records within the system.
Edit	MY	Allows the ability to edit only the expenses that particular member has entered within the system.
Edit	NONE	Retricts the ability to edit existing expenses within the system.
Delete	ALL	Allows the ability to delete all existing expense records within the system. This includes expense records for other members.
Delete	MY	Allows the ability to delete only the expenses that particular member has entered within the system.
Delete	NONE	Retricts the ability to delete existing expenses within the system.
Inquire	ALL	Allows the ability to review all existing expense records within the system.
Inquire	MY	Allows the ability to review only the expenses that particular member has entered within the system.
Inquire	NONE	Retricts the ability to review existing expenses within the system.

Reports

Verb	Level	Description
Add	—	Not applicable. See Inquire level.
Edit	—	Not applicable. See Inquire level.
Delete	—	Not applicable. See Inquire level.
Inquire	ALL	Allows the ability to review reports located in the Time Entry Category of the reports module. By default, when this option is selected, access to all Time Entry reports is allowed, but access can be customized using the Customize Option for this module.
Inquire	NONE	Retricts the ability to review reports located in the Time Entry Category of the reports module.

Stopwatch

Verb	Level	Description
Add	ALL	Allows the ability to use the Stopwatch on both the All Tickets tab and in the Ticket screen.
Add	NONE	Restricts the ability to use the Stopwatch on the All Tickets tab.
Edit	—	Not applicable. See Add and Inquire levels.
Delete	—	Not applicable. See Add and Inquire levels.
Inquire	ALL	Allows the ability to view the Stopwatch on the All Tickets tab, and grants the ability to use the Stopwatch in the Ticket screen.
Inquire	NONE	Restricts the ability to view the Stopwatch in the Ticket screen or in the All Tickets tab.

Time Approval

Verb	Level	Description
Add	—	Not applicable. See Edit and Inquire levels.
Edit	ALL	Allows the ability to approve/reject Time Sheet Approvals for all members.
Edit	MY	Allows the ability to approve/reject Time Sheet Approvals for only the users the member logged in is the approver for.
Edit	NONE	Retricts the ability to approve/reject Time Sheet Approvals.
Delete	—	Not applicable. See Edit and Inquire levels.
Inquire	ALL	Allows the ability to review Time Sheet Approvals for all members.
Inquire	MY	Allows the ability to review Time Sheet Approvals for only the users the member logged in is the approver for.
Inquire	NONE	Retricts the ability to review Time Sheet Approvals.

Time Entry

Verb	Level	Description
Add	ALL	Allows the ability to create time entries for all members.
Add	MY	Allows the ability tocreate time entries for only the member logged in.
Add	NONE	Retricts the ability to create time entries.
Edit	ALL	Allows the ability to edit existing time entries for all members.
Edit	MY	Allows the ability to edit existing time entries for only the member logged in.
Edit	NONE	Retricts the ability to edit existing time entries.
Delete	ALL	Allows the ability to delete existing time entries for all members.
Delete	MY	Allows the ability to delete existing time entries for only the member logged in.
Delete	NONE	Retricts the ability to delete existing time entries.
Inquire	ALL	Allows the ability to review existing time entries for all members.
Inquire	MY	Allows the ability to view existing time entries for only the member logged in. This includes the time tab and audit trail. Time entry notes will still appear in the notes pod and in the audit trail for all members.
Inquire	NONE	Retricts the ability to review existing time entries.