.1. Log-in to ConnectWise
3.2. Select in the left side panel “System > Security Roles” and click on the “+” sign to create a new security role.
3.3. Create a new Role ID and click “Save”
3.4. Change Permissions in the following categories and click “Save”.
3.5. Create API Keys.
Select “System > Members” in the left side panel, click on “API Members” and click on “+” to add a new API member.
3.6. Fill out all required fields, and select the role created earlier in System > Role ID. Make sure that Level is set to Corporate (Level 1). Click “Save”
3.7. Select API Keys tab and click on “+” icon in the top left corner
3.8. Type ChatGenie in Description field and press “Save”
3.9. Save your public and private keys - while public key is always available in ConnectWise, private key is only available at the time the key is created, so please make a note of it