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Least Privilege Access Guide for ConnectWise Automate Integration

Introduction

This guide encompasses primarily the built in actions (and some common endpoints that an MSP may hit via the generic actions), it is important to recognize that you can utilize generic actions to hit any available endpoint so you may need to grant additional permissions/remove permissions that you do not find necessary. This is intended to be used as a starting point for those to wish to practice least privilege

{% hint style="info" %} It is assumed that you do not have conflicting permissions on the script level or group level. Additional work may be required if this is the case and Automate documentation should be referenced. {% endhint %}

{% hint style="danger" %} You must be careful when assigning permissions to your clients. If you copy the permissions wrong there is a chance you could overwrite existing permissions, please be sure to follow ConnectWise Documentation for best practices for assigning the client permissions. {% endhint %}

Configure User Class Permissions

To be able to utilize Rewst with least privilege you will need to configure a new user class named ‘Rewst Automation’. The class should then be configured with the following permissions:

User Class Permission

Actions Permission
Agent Templates Read
Alerts Update
Clients Read, Update, Delete
Clients → Show/Hide Passwords Access
Clients → Show All Access
Computers → Force Update Access
Computers → Retired Assets Delete
Computers → Show All Access
Contacts Read, Update, Delete
Groups Create, Update, Delete
Groups → Scheduled Scripts Update
Locations → Show All Access
Patch Manager Read, Update
Scripts Read, Update, Delete
Scripts → Schedule Scripts Update
Searches → Send Commands Access
Tickets Create, Read, Update, Delete
Tickets → Ticket Requests Access

Configure Client Level Permissions

Client Level Permissions

Actions Permission
Locations Read, Edit, Delete
Projects Read
Product Keys Read
Documents Read
Passwords Read

Default Computer Permissions (Enabled if Listed)

Actions Permission
Command Prompt Access
Software and Tools Install
History Access
Commands View, Send
Scripts Schedule
Information Edit
Alerts Clear
Scheduled Scripts Delete

For more information on how to set up user classes and client permissions please visit Connectwise Automate documentation.