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To enable Neo Agent to interact with your ConnectWise Automate system, you need to create a dedicated user class with appropriate permissions and then create a system integrator account using that class.
This process involves creating a custom user class called “Neo Automation”, configuring detailed permissions, and setting up system integrator credentials.

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Creating the User Class and API User

1

Create a new user class

Log in to ConnectWise Automate Control Center using your administrator credentials and create a new user class:
  1. Navigate to Users and Contacts → User Class Manager in the System menu
  2. Click + at the bottom left corner of the User Class Manager window
  3. Enter Neo Automation as the name for the new user class
  4. Click OK to create the class
Using a descriptive class name like “Neo Automation” makes it easy to identify and manage permissions specifically for the Neo Agent integration.
2

Configure Core permissions

Select the new user class and configure the following permissions on the Core tab:

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Agent and Alert Permissions

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Client and Contact Permissions

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Computer Permissions

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Group and Location Permissions

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Script and Patch Permissions

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Ticket Permissions

Ensure all permissions are properly assigned. Missing permissions can cause Neo Agent workflows to fail when trying to execute scripts or access device information.
3

Configure Plugin permissions (if applicable)

If your ConnectWise Automate instance uses plugins, configure permissions for specific plugins on the Plugin tab as needed for your workflows.
The specific plugin permissions required depend on which plugins you have installed and want Neo to interact with.
4

Configure client level permissions

Ensure the user class has access to clients with the following permissions:
If customers are not showing up when refreshing options, this is typically a permission issue. Validate that the user class has proper access to customers.
5

Configure default computer permissions

Enable the following default computer permissions for the user class:
6

Save the user class

Click Save to apply all permission changes to the user class.
7

Create the system integrator account

Create a new user that will be used for API access:
  1. Click Settings in the bottom left corner
  2. Navigate to User Management
  3. Click Add in the top left
  4. Configure the user with the following settings:
    • First Name: Neo
    • Last Name: Agent
    • Email: Your preferred email for notifications
    • User Name: Choose a descriptive username (e.g., neo_agent)
    • Password: Create a strong password
Store the username and password securely. You’ll need these credentials to configure the integration in Neo Agent.
8

Assign the user class

Associate the new user with the Neo Automation user class:
  1. Click the User Classes tab
  2. Click Edit User Classes
  3. Select the Neo Automation user class you created earlier
9

Enable integrator access

Enable API access for the user:
  1. Check the Integrator box at the bottom of the user configuration
  2. Click Save to apply the changes
The Integrator checkbox is essential for API access. Without it, the user cannot authenticate via the API.

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What’s Next?

Once you’ve successfully created the API user with proper permissions, you’re ready to connect it to Neo Agent using the credentials from your new system integrator account.
Before proceeding, ensure you have:
  • The username you created for the integrator account
  • The password for the integrator account
  • Your ConnectWise Automate hostname/URL