If you are an existing CloudRadial Partner that has already connected ConnectWise into their tenant, please note that these are only permissions listed below are only in addition to the CloudRadial permissions.
If you have never connected ConnectWise to your CloudRadial tenant, please see this article.
The following permissions are required for the integration with ConnectWise Manage to fully function with Storefront. Some of them may overlap with the CloudRadial permission set.
We recommend performing these permission changes before setting up Storefront to avoid permission and overall usage issues.
| Companies | Add Level | Edit Level | Delete Level | Inquire Level |
| Company Maintenance | None | None | None | All |
| Configurations | None | None | None | All |
| Contacts | All | All | None | All |
| CRM / Sales Activities | All | All | None | All |
| Manage Attachments | All | All | None | All |
| Procurement | Add Level | Edit Level | Delete Level | Inquire Level |
| Inventory Adjustments | None | None | None | All |
| Inventory Transfers | None | None | None | All |
| Product Billable Option | None | None | None | All |
| Product Catalog | All | All | None | All |
| Products | All | All | None | All |
| Purchase Orders (Required for procurement functionality) | All | All | None | All |
| Purchasing Approvals (Required for procurement functionality) | All | All | None | All |
| Purchasing Demand (Required for procurement functionality) | All | All | None | All |
| Serial Number Search | None | None | None | All |
| Sales | Add Level | Edit Level | Delete Level | Inquire Level |
| Closed Opportunity | All | All | All | All |
| Opportunity | All | All | All | All |
| Opportunity Finance (Required to set the bill to customer) | All | All | All | All |
| Sales Orders | All | All | None | All |
| Service Desk | Add Level | Edit Level | Delete Level | Inquire Level |
| Close Service Tickets | None | None | None | All |
| Service Tickets | All | All | None | All |
| Ticket Templates | None | None | None | All |
| System | Add Level | Edit Level | Delete Level | Inquire Level |
| API Reports | None | None | None | All |
| Member Maintenance | None | None | None | All |
| My Company | None | None | None | All |
| Table Setup (See Table Setup Requirements Below) | None | None | None | All |
Table Setup Requirements
- Company / Company Status
- Company / Company Type
- Company / Country
- Company / Currency
- Inventory / Adjustment Type
- Inventory / Purchase Order Status
- Inventory / Warehouse
- Inventory / Warehouse Bin
- Invoicing / Billing Cycle
- Invoicing / Tax Code
- Opportunities / Opportunity Status
- Opportunities / Opportunity Type
- Opportunities / Opportunity_Rating
- Opportunities / Sales Probablility
- Opportunities / Sales Stage
- Products / Category
- Products / Manufacturers
- Products / Pricing Schedules
- Products / Product Type
- Products / Shipment Methods
- Products / Subcategory
- Products / UOM
- Service / Service Board
- Service / Ticket Templates
- Service / Priority
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