> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Read-Only Access for the Free Insights Report

> Create a minimal, inquire-only ConnectWise API member for the free Neo Insights report — one permission, no write access

The [free Insights report](https://www.neoagent.io/free-report) reads a sample of your recent tickets, classifies them, and shows you what your service desk could automate. It needs far less access than a full Neo Agent connection: **one inquire-only permission**, nothing else.

## What Neo reads — and what it never does

For the report, Neo makes only these read-only calls:

* `service/tickets` — the list of recent tickets (subject, status, board, dates)
* `service/tickets/{id}/notes` — the ticket description (in ConnectWise, the description is the first note)

Neo does **not** read contacts, companies, time entries, configurations, agreements, or finance data, and it does **not** write anything — no webhooks, no notes, no ticket changes.

When your report is ready (or if the run fails), the credentials are **automatically purged** from our vault and the temporary workspace is disabled. If you later start a trial, you will set up a separate connection with its own credentials.

## Creating the read-only API member

<Steps>
  <Step title="Create a security role with one permission">
    Go to **System → Security Roles** and create a new role named **"Neo Report (Read Only)"**.

    Expand the **Service Desk** section and set **Service Tickets → Inquire Level** to **All**. Leave every other permission in every section at **None**.
  </Step>

  <Step title="Create an API member">
    Go to **System → Members → API Members** and create a new API member (API members do not consume a license). Assign it the **Neo Report (Read Only)** role.
  </Step>

  <Step title="Create an API key pair">
    Open the new member, go to the **API Keys** tab, and create a key pair.

    <Warning>
      The private key is shown only once — copy both keys before closing the screen.
    </Warning>
  </Step>

  <Step title="Enter the details in the report form">
    Back in the [report form](https://www.neoagent.io/free-report), enter:

    * **ConnectWise site** — your API host, for example `api-na.myconnectwise.net`
    * **Company ID** — the company ID you type on the ConnectWise login screen
    * **Public / private API key** — the pair you just created

    Neo checks the connection immediately and tells you on the spot if anything is missing.
  </Step>
</Steps>

<Tip>
  Prefer to delete the member yourself afterwards? That works too — the report needs the credentials only for the few minutes the analysis runs.
</Tip>