ConnectWise Manage
Last updated: September 30, 2026
Follow the interactive setup guide here.
Once you have completed the integration, you can setup ticketing by following the setup guide here.
Security Role Reference
On System > Security Role, use the following tables as a quick reference to know which permissions are required
Companies
Role | Add Level | Edit Level | Delete Level | Inquire Level |
Company Maintenance | None | None | None | All |
Contacts | None | None | None | All |
Service Desk (only required when configuring PSA ticketing with Cork)
Role | Add Level | Edit Level | Delete Level | Inquire Level |
Close Service Tickets | None | All | None | All |
Service Tickets | All | All or My | None | All or My |
System (only required when configuring PSA ticketing with Cork)
Role | Add Level | Edit Level | Delete Level | Inquire Level |
Table Setup | None | None | None | All |
Additionally, click Customize next to Table Setup and ensure the following are in the "Allow Access to these" area on the left
Service / Priority
Service / Service Board
Service / Severity
Service / Source