ConnectWise Manage Integration error "You do not have security permission to perform this action."
Are you are seeing this error about your ConnectWise Manage integration when signing in to Propel Your MSP?
If you experience this error, please verify your Security Permission in CW. Ensure that "Table Setup" is set to "Inquire = All" and please click "Customize"
beside "Setup
Tables" and confirm the selection (see image below).
It
appears that you need to confirm the customize selection for it to take
effect, maybe even remove all tables, save and then put them back.
Also, be sure that the tables are in the left column:
All necessary tables are listed this the How to create a ConnectWise Manage API Member article.
After
you've done that, please touch the PSA Credentials form in Propel and
save (i.e. remove a letter somewhere, put it back and save). That should bring back the integration to Operational.
Related Articles
ConnectWise Manage: Error when pushing a Project Opportunity to a PSA Sales Opportunity
When pushing a Project Opportunity to a ConnectWise Manage Sales Opportunity, you may run into a situation where the following, non-descriptive error, is returned by ConnectWise Manage. The Sales Opportunity would still be created, but not its ...How to create a ConnectWise Manage API Member Key?
Connect your ConnectWise Manage Instance to Propel Your MSP To connect your ConnectWise Manage instance to Propel Your MSP, you will need the following information: Your instance's domain name (typically connect.yourcompany.com) The Company ID ...FAQ - PSA Integration
How do I limit the number of companies imported in Propel Your MSP? You have full control over which Company Types are imported in Propel Your MSP from your PSA. The following example from ConnectWise Manage will only import customers with an ...PSA Opportunity Sync Back to Propel
Project Opportunities created in Propel can be pushed to the PSA. Once pushed, the following fields become read-only in Propel and are refreshed (during the daily sync) from the PSA: Material Cost Labor Cost Expected Start Date* Customer Response** ...How to create an Autotask API User?
Connect your Autotask PSA Instance to Propel Your MSP To connect your Autotask PSA instance to Propel Your MSP, you will need the following setup: Setup a security role for the "Propel Your MSP" user Create an API User (Key & Secret) Security Role We ...