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Setting up Traceless with your ConnectWise Instance
Setting up Traceless with your ConnectWise Instance

Security Role, API Member, Integration with ConnectWise Manage

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Written by Gene Reich
Updated over a week ago

To get your ConnectWise Instance set up
with Traceless follow these three steps

  1. Create the correct security role in CW Manage

  2. Create an API Member with API Keys and assign that role in CW

  3. Set up your Integration in Traceless here

Create the Traceless Security Role, and assign permissions

  1. In CW Manage go to System, and select ‘Security Roles’

  2. Select the + icon to create a new Security Role

  3. Enter ‘TracelessAPI’ as the Role ID, and select the save icon

  4. Expand ‘Service Desk’, and locate ‘Service Tickets’

  5. Use the dropdowns to change the Add/Edit/Inquire Level from ‘None’ to ‘All’

  6. Expand ‘Project’, and locate ‘Project Tickets’

  7. Use the dropdowns to change the Add/Edit/Inquire Level from ‘None’ to ‘All’

  8. Expand ‘Companies’, and locate ‘Contacts’

  9. Use the dropdowns to change the Inquire Level from ‘None’ to ‘All’

  10. Expand ‘System’, and locate ‘Table Setup’

  11. 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

  1. In Manage go to System, and select ‘Members’

  2. Select the ‘API Members’ tab

  3. Select the + icon to create a new member

  4. Enter ‘Traceless’ for the Member ID, and Member Name

  5. Select ‘TracelessAPI’ for Role ID

  6. Select the appropriate Department

  7. Select the save icon to create the account

  8. Once saved, go to the ‘API Keys’ tab

  9. Hit the + icon to create a new API Key pair

  10. Enter ‘Traceless’ for the description, and select the save icon

  11. 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

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