What minimum permissions are required to integrate Connectwise and Mindmatrix?

What minimum permissions are required to integrate Connectwise and Mindmatrix?

In Connectwise manage go to the system menu - security roles and give change the permission to ALL for the below items

For the Company section as below: Company Maintenance, Company/Contact Group Maintenance, Contacts, CRM/Sales Activities, Team Members to All


For sales as below: Closed Opportunity, Opportunity to All



Under System change:  Add Licenses, API reports, Manage Hosted API(Customize), Mass Maintenance(Customize), Member Maintenance, My Company, Table Setup (Customize) to All


For Finance as below: Agreement Sales, Agreements (Customize) to All

Under Marketing as below: Marketing Groups to All







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