ConnectWise PSA Permissions for Storefront

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	All	None	None	All
Configurations	All	All	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	All	All	None	All
Purchasing Approvals	All	All	None	All
Purchasing Demand	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	All	All	All	All
Sales Orders	All	All	None	All

Service Desk	Add Level	Edit Level	Delete Level	Inquire Level
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	None	None	None	All

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