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- Log in to your ConnectWise Manage Console,
- Click System / Security Roles.
- You can copy some roles if they have all read-only access already or you can create a new role.
- Role ID: MSPbots
- Make sure you give it the correct level and correct Restrict Board access.
Permission:
- Please set "All" to "Inquire level" for all fields. No add, edit, or delete level permission is needed for now. Keep them at "None".
- Please check the "permission" using the permission-checking function.
- Make sure you give "ALL" to inquire level for all fields, I know, it is a very tedious task!
- Make sure you also check the customized permissions:
- Please set "All" to "Inquire level" for all fields. No add, edit, or delete level permission is needed for now. Keep them at "None".
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