Octiga requires API access to your ConnectWise Manage system to access, create and update tickets securely.

Login to your ConnectWise Manage PSA Platform,

Using the list below to assign security access from each section

Companies

Service Desk

Change Approvals	Inquire Level All
Close Service Tickets	Inquire Level All
ConnectWise Chat	Inquire Level All
Merge Tickets	Inquire Level All
Service Ticket - Dependencies	Add Level All, Edit Level All, Delete Level All, Inquire Level All
Service Tickets	Add Level All, Edit Level All, Delete Level All, Inquire Level All

System

Table Setup

Inquire Level All

Important Notes:

Create a security role specifically for OctigaAPI. Do not share a security role from another service or a user account; please do not assign the admin security role just because it's convenient.
Create an API Member specifically for OctigaAPI. So you'll be able to know when we access your system and what information we access.

Getting Started

How to integrate Octiga with ConnectWise?