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Step 2: Creating a custom security role in ConnectWise PSA for TimeZest
Step 2: Creating a custom security role in ConnectWise PSA for TimeZest

API permissions to use the TimeZest pod.

Seth Wilson avatar
Written by Seth Wilson
Updated over a week ago

TimeZest requires certain permissions to operate correctly with your ConnectWise PSA instance. We recommend creating a specific Security Role for TimeZest so that you can grant it only the permissions it needs to run.


Security Roles

  1. In ConnectWise PSA, go to System > Security Roles

  2. Create a new role called TimeZest

  3. Review the up-to-date permissions list:

This screenshot may not show the latest requirements. For the most up-to-date permissions, please visit the link above, which is automatically updated with the latest information.


If you have any questions, please feel free to reach out by clicking on the chatbox to the right or by emailing [email protected].

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