#Configure Settings in ConnectWise Manage

Before you configure Elements connection with ConnectWise, complete the instructions below to make some preparations in ConnectWise Manage.

#Create a Security Role

Security roles enable you to define permissions and access for your Manage members. Refer to the following steps to create a security role:

1. In ConnectWise Manage, navigate to System > Security roles.

2. Click the New Item () button. The New role page appears.

3. In the Role ID field, enter an ID to identify the new role. For example, ElementsAPI.

4. Click the Save () button to create the security role.

5. Assign the permissions listed below.

Module	Category	Permission
Companies	Company Maintenance	Inquiry Level: All
Companies	Contacts	Inquiry Level: All
Finance	Agreements	Add Level: AllEdit Level: AllInquiry Level: All
Finance	Invoicing	Inquiry Level: All
Procurement	Products	Inquiry Level: All
Procurement	Product Catalog	Inquiry Level: All
Service Desk	Close Service Tickets	Add Level: AllEdit Level: AllInquiry Level: All
Service Desk	Service Tickets	Add Level: AllEdit Level: AllInquiry Level: All

7. Click the Save () button to save the permissions.

#Create an API Member

Refer to the following steps to create an API member for Elements in ConnectWise Manage:

1. In ConnectWise Manage, navigate to System > Members > API members.

2. Click the New item () button. The New member page appears.

   

3. In the Profile section, complete the following steps:

   1. In the Member ID field, enter an ID for the API member. For example, APIMember.

   2. In the Member name field, enter a name for the API member. For example, API member.

   3. In the Email field, enter an email address for the API member.

4. In the System section, complete the following steps:

   1. From the Role ID drop-down list, select the security role you created. Based on the example provided above, select ElementsAPI.

   2. From the Level drop-down list, select Corporate (level 1).

   3. From the Name drop-down list, select Corporate.

   4. From the Location drop-down list, select the appropriate location.

   5. From the Business unit drop-down list, select Admin.

   6. From the Default territory drop-down list, select the appropriate territory for the API member.

5. Click the Save () button to create the API member.

#Create an API Key

Refer to the following steps to create an API key that will be used by Elements in ConnectWise Manage:

1. In ConnectWise Manage, navigate to System > Members > API members.

2. Select the API member you created for Elements.

3. Under the API keys tab, click the New Item () button.

4. In the Description field, enter a description for the API key. For example, Elements.

5. Click the Save () button to create the API key.

   

6. Remember the public key and private key. They will be used when you configure the ConnectWise connection in Elements.