Authored by Aaron Kennedy Updated by Marnel Catlett
Setting up ConnectWise and providing the information needed.
To setup Cognition360 Live, you'll need to be an administrator in your ConnectWise Manage instance. We will be performing the following:
Create Security Roles
Create API Member
Create API keys
Once completed you will need to send the API keys to C360. Click Setup Live and fill out the fields with your info
This will give us the info we need to make the connection. Our support team will reach out to you if there are any issues.
TABLE OF CONTENTS
- Creating a Security Role - SECTION A Service Desk (Tickets and Schedule Entries)
- Creating a Security Role - SECTION B (Opportunity Data)
- Creating a Security Role - SECTION C (Time Entry Data)
- Creating a Security Role - SECTION D (Invoicing Data)
- Creating a Security Role - SECTION E (Project Data)
Note: If you already have C360LIVE for Service Desk reports then Proceed to Section B of the Security Role setup to set up the role for Time Entry data.
If you are signing up for the first time, Start with Section A of the Security Role setup.
Creating a Security Role - SECTION A Service Desk (Tickets and Schedule Entries)
Creating a Role with Read Only Rights for the API account
In ConnectWise Manage, go to System > Security Roles
Create a new role called “ Cognition360 Live ”
Go to the " Service Desk " section of permissions
Set all “Add Level” = None
Set all “Edit Level” = None
Set all “Delete Level” = None
Set highlighted “Inquire Level” = All
Drop down the Service Desk option. Under Add Level | Edit Level | Delete Level Set all options to "None"
Inquire Level - Items highlighted in Yellow must be set to "All". All other options must be set to "None"

Creating a Security Role - SECTION B (Opportunity Data)
Next, Open up the Sales Option. Again, under Add Level | Edit Level | Delete Level ensure that all options are set to "None"
As before, under Inquire Level - Items highlighted in Yellow must be set to "All". All other options must be set to "None"
Creating a Security Role - SECTION C (Time Entry Data)
Drop down the Time & Expense Option. As before, under Add Level | Edit Level | Delete Level ensure that all options are set to "None"
Items under Inquire Level - Items highlighted in Yellow must be set to "All". All other options must be set to "None"
Creating a Security Role - SECTION D (Invoicing Data)
Drop down the Finance Option. As before, under Add Level | Edit Level | Delete Level ensure that all options are set to "None"
Items under Inquire Level - Items highlighted in Yellow must be set to "All". All other options must be set to "None"
Creating a Security Role - SECTION E (Project Data)
Drop down the Project Option. As before, under Add Level | Edit Level | Delete Level ensure that all options are set to "None" Items under Inquire Level - Items highlighted in Yellow must be set to "All". All other options must be set to "None"
Creating an API Account
In ConnectWise Manage, go to System > Members
Select the ‘API Members’ tab
Click + to add an account
Enter “Cognition360” in the Member ID field
Enter “C360Live” in the Member Name field
Set the Role to the one created above, “Cognition360 Live”
Click Save
Creating a public and private API Key
Select the ‘API Keys’ Tab
Click + to add a new set of keys
Enter C360Live
Send the Keys to Cognition360
Click Setup Live and fill out the fields with your info
This will give us the info we need to make the connection. Our support team will reach out to you
For queries, please contact support@cognition360.com