Create a Custom Security Role

Where you do not wish to use the Admin security role for the API Member, you can create a custom Security Role and use this instead.

  1. Go to System > Security Roles
  2. Click the plus (+) New Item button in the Security Roles section
  3. Enter a name for the Role ID
  4. Click Save  
  5. Configure the role settings in the Security Modules For Role Role-name.

    6. Please ensure the permissions are set as per the Custom Security Role Required Permissions table

  6. Click Save or Save and Close to apply

Custom Security Role Required Permissions

Add Level

Edit Level

Delete Level

Inquire Level

Companies

Company Maintenance

All

All

All

Configurations

All

All

All

Project

Project Tickets


All

Service Desk

Close Service Tickets

All

All

Service Tickets

All

All

All

All

System

API Reports

All

Member Maintenance

All

Table Setup

All

All

Time & Expenses

Time Entry

All

All

All