ConnectWise Manage

ConnectWise Manage

1. 1. Click on System

   

2. 2. Click on Security Roles

   

3. 3. Click on "+"

   

4. 4. Type "Cork-API"

   

5. 5. Click Save

   

6. 6. Click on Companies

   

7. 7. Click on Company Maintenance

   Select "All" for Inquire Level

   

8. 8. Click on Contacts

   Select "All" for Inquire Level

   

9. 9. Click on Service Desk

   

10. 10. Select "All" for Close Service Tickets Edit Level

    

11. 11. Select "All" for Close Service Tickets Inquire Level

    

12. 12. Select "All" for Service Tickets Add Level

    

13. 13. Select "All" for Service Tickets Edit Level

    

14. 14. Select "All" for Service Tickets Inquire Level

    

15. 15. Click on System

    

16. 16. Click on Table Setup (customize)

    

17. 17. Ensure that Service / Priority, Service / Service Board, Service / Severity, and Service / Source are all "Allowed"

    

18. 18. Click on SAVE

    

19. 19. Select "All" for Table Setup Inquire Level

    

20. 20. Click Save

    

21. 21. Click on Members

    

22. 22. Click on API Members

    

23. 23. Click on "+"

    

24. 24. Type "CorkApi"

    

25. 25. Type "Cork Protection"

    

26. 26. Click on Role ID

    

27. 27. Click on Cork-API

    

28. 28. Select an appropriate Location

    

29. 29. Select an appropriate Business Unit

    

30. 30. Click Save

    

31. 31. Click on API Keys

    

32. 32. Click on "+"

    

33. 33. Type "Cork API"

    

34. 34. Click Save

    

35. 35. Copy "Public Key"

    

Cork

1. 36. Click on Integrations

   

2. 37. Click on Configure ConnectWise Manage integration…

   

3. 38. Paste "Public Key"

   

Manage: Members

1. 39. Copy "Private

   

Cork - Integrations

1. 40. Paste "Private Key"

   

2. 41. Enter your company's login code

   You get this when you log into ConnectWise manage, it is usually the first field on the login form.

   

3. 42. Click "Connect and continue"