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Create an API account in ConnectWise

This document will provide detailed instructions for creating your Password Boss API user account within ConnectWise Manage.

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Step 1: Create a new Security Role for the Password Boss API user

Navigate to System > Security Roles and click the "+" sign to add a new role.

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In the Role ID field type Password Boss and then click Save.

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You will be redirected to the Security Modules Page.

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Configure Permissions

The following permissions need to be set:

  • Companies->Company Maintenance
    ** Inquire Level - All

  • Finance->Agreements

    • Add Level - All
    • Edit Level - All
      *Inquire Level - All

  • Procurement->Product Catalog

    • Inquire Level - All

Be sure to click Save to save your changes.

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Step 2: Create a new API Member account

Within ConnectWise navigate to System > Members > API Members

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Click the + to create a new API Member

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Fill in all required information and select the Password Boss role. Click the Save icon to create the new API Member.

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Navigate to the API Keys tab for the new API Member and click the + to create a new set of API keys.

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Enter a description for the new keys and click the Save icon.
Copy the public and private keys now. The private key will not be shown again.

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You can now finish the setup in the Partner Portal by following these steps.

Updated 2 months ago