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Create a dedicated Automate user account with the following settings:
Create a new user: "MSPbots"
Create a new user class: "MSPbots"
Make sure the user class has all the read-only permission.
General tab
Select the Integrator checkbox in the bottom-left corner of the window. This will bypass Multi-Factor Authentication (MFA) for accounts used for integrations.
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General Tab:
- Ticket Config – Ticket Level – Start
- Ticket Router and Supervisor – Checked
- Integrator – Checked
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Core Tab:
- Clients – Read
- Patch Manager - Read
- Reports – Read
- Tickets – Read
Permissions tab
Allow read-only permissions to clients and select the Allow HTTP Tunnel checkbox checkbox. If If you haven't modified the user class defaultsdefault settings, you can select Help Desk Users.
Our suggestion is to give READ-ONLY to all assets that you can select since we are developing more widgets , and dashboards every week. Save This will save you the trouble to keep of adding more permissionpermissions. But However, if there is any data that you are not comfortable sharing, you can leave them unchecked for now.
- Assigned MSP Bots – Read-Only User class with permissions from above
- Command Level Limit – 4 (Highest)
- Auditing Level – Everything
- Allow HTTP Tunnel – checked
With the above settings, the ConnectWise Automate integration is all good.
Groups and Clients tab
Add All Agents and All Clients to Group Membership.
Setup in MSPbots
- Go to https://app.mspbots.ai/Integrations
- Find ConnectWise Automate.
- Input your Automate URL, Username, Password and Password.
- Click Save and Sync.
Troubleshooting
- Error message: 403 - Forbidden: Access is denied. You do not have permission to view this directory or page using the credentials that you supplied.
- Please check your firewall to see if the MSPbots server is allowed, What MSPbots server IP addresses can I allow through the firewall?