New permissions required in ConnectWise v2022.1

For ConnectWise 2022.1 and later, TopLeft requires changes to two additional security role permissions for Service tickets.

These permissions need to be granted on the security role of the TopLeft API member as well as the security roles used by members who use member API keys- for example, the "Engineer" security role.

Please grant these permissions from the Service Desk section, Service Ticket - Dependencies record:

  • Edit: all
  • Delete: all

It should look like this:

If these permissions aren't granted, users editing or dragging tickets in TopLeft will see the error: "There was trouble performing the update on the remote ConnectWise application. The error was: ticket object is invalid. You do not have security permission to perform this action."

Time entry in your timezone 🌎

When entering time in TopLeft, times are now handled according to your local timezone. For users in a different time zone than your ConnectWise or Autotask application, that means no more adjusting your times to the PSA's time zone. 🎉

For users in the PSA's time zone, you will notice no change and don't need to do anything different.

We will be making the same change to the dispatch/service call dialogs within the next week.


New permissions required in ConnectWise 2020.4

For ConnectWise 2020.4 and later, TopLeft requires two additional security role permissions for entering time.

These permissions need to be granted on the security role of the TopLeft API member as well as the security roles used by members who use member API keys- for example, the "Engineer" security role.

Please grant these permissions from the Finance section, Billing View Time record:

  • Edit: all
  • Inquire: all

It should look like this:

If these permissions aren't granted, users entering time in TopLeft will see the error "You do not have security permission to perform this action."