Connectwise Manage Opportunities - API Security Requirements

This document assumes that you have already set up your CW Manage integration and entered API Keys into LCI.   Considering this, the only thing this article covers are the requirements for LCI to access Opportunities in CW Manage.  If you want to review the full set up for CW Manage, please click this link.



Connectwise Manage Requirements

In order for us to pull/create Opportunities from/in CW Manage, the CW Manage Security role set up for the LCI API key must have the appropriate access.  The following will walk you through ensuring that you have the correct access right set up for the API key being used.


1.  Log into CW Manage - you must log in as a user with administrative privileges

2.  In the left Nav pane, click on Security, then choose Security Roles

3.  Find the Security Role that is tied to the API Member used for Lifecycle Insights

4.  Click on the name of the Security Role to bring up the Security Modules page

5. Expand the Companies entity, and change Inquire Level to All for: Company Maintenance

6. Expand Sales entity


- Find Opportunity.  Change Add Level to All, Edit Level to All (Future consideration - currently don't edit in LCI), Inquire Level to All.



7. Expand the System entity, -----  and change Inquire Level to All for Table Setup <------></------>

  1. Optionally, you may customize Table Setup and only explicitly allow access to needed tables.  For your reference, here are the tables that LCI needs access to:
  • Opportunities / Opportunity Status
  • Opportunities / Opportunity Type
  • Opportunities / Opportunity Rating
  • Opportunities / Sales Probability
  • Opportunities / Sales Stage



8.  Set the Member Maintenance Inquiry level to ALL


9.  Click the Save icon at the top