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1. Log in to your ConnectWise Manage Console,
2. Click System / Security Roles.
3. You can copy some roles if they have all read-only access already or you can create a new role.
4. Role ID: MSPbots
   1. Make sure you give it the correct level and correct Restrict Board access. 
   2. Image Added

5. Permission:

   1. Please set "All" to "Inquire level" for all fields. No add, edit, or delete level permission is needed for now. Keep them at "None".
      1. Please check the "permission" using the permission-checking function.
      2. 
      3. Make sure you give "ALL" to inquire level for all fields, I know, it is a very tedious task!  
      4. 
      5. Make sure you also check the customized permissions:
         

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