To get your ConnectWise Instance set up
with Traceless follow these three steps
Create the correct security role in CW Manage
Create an API Member with API Keys and assign that role in CW
Set up your Integration in Traceless here
Create the Traceless Security Role, and assign permissions
In CW Manage go to System, and select ‘Security Roles’
Select the + icon to create a new Security Role
Enter ‘TracelessAPI’ as the Role ID, and select the save icon
Expand ‘Service Desk’, and locate ‘Service Tickets’
Use the dropdowns to change the Add/Edit/Inquire Level from ‘None’ to ‘All’
Expand ‘Project’, and locate ‘Project Tickets’
Use the dropdowns to change the Add/Edit/Inquire Level from ‘None’ to ‘All’
Expand ‘Companies’, and locate ‘Contacts’
Use the dropdowns to change the Inquire Level from ‘None’ to ‘All’
Expand ‘System’, and locate ‘Table Setup’
Use the dropdowns to change the Add/Edit/Delete/Inquire Level from ‘None’ to ‘All'
Important: Reduce the privileges of the System section by customizing table setup by clicking "customize" to only allow changes to Manage Hosted API
Finally save your changes for the Security Role.
Create the Traceless API Member account, and API Keys
In Manage go to System, and select ‘Members’
Select the ‘API Members’ tab
Select the + icon to create a new member
Enter ‘Traceless’ for the Member ID, and Member Name
Select ‘TracelessAPI’ for Role ID
Select the appropriate Department
Select the save icon to create the account
Once saved, go to the ‘API Keys’ tab
Hit the + icon to create a new API Key pair
Enter ‘Traceless’ for the description, and select the save icon
Take note of the API keys as they will disappear when you leave this screen
Next set up your Traceless Account here:
**NOTE: Traceless does not work in Incognito windows
when using ConnectWise Manage