This process involves creating a custom user class called “Neo Automation”, configuring detailed permissions, and setting up system integrator credentials.
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:
- Navigate to Users and Contacts → User Class Manager in the System menu
- Click + at the bottom left corner of the User Class Manager window
- Enter
Neo Automationas the name for the new user class - Click OK to create the class
2
Configure Core permissions
Select the new user class and configure the following permissions on the Core tab:
Agent and Alert Permissions
| Entry | Permission |
|---|---|
| Agent Templates | Read |
| Alerts | Update |
Client and Contact Permissions
| Entry | Permission |
|---|---|
| Clients | Read, Update, Delete |
| Clients → Show/Hide Passwords | Access |
| Clients → Show All | Access |
| Contacts | Read, Update, Delete |
Computer Permissions
| Entry | Permission |
|---|---|
| Computers → Force Update | Access |
| Computers → Retired Assets | Delete |
| Computers → Show All | Access |
Group and Location Permissions
| Entry | Permission |
|---|---|
| Groups | Create, Update, Delete |
| Groups → Scheduled Scripts | Update |
| Locations → Show All | Access |
Script and Patch Permissions
| Entry | Permission |
|---|---|
| Patch Manager | Read, Update |
| Scripts | Read, Update, Delete |
| Scripts → Schedule Scripts | Update |
| Searches → Send Commands | Access |
Ticket Permissions
| Entry | Permission |
|---|---|
| Tickets | Create, Read, Update, Delete |
| Tickets → Ticket Requests | Access |
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:
| Entry | Permission |
|---|---|
| Locations | Read, Edit, Delete |
| Projects | Read |
| Product Keys | Read |
| Documents | Read |
| Passwords | Read |
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:
| Entry | Permission |
|---|---|
| Command Prompt | Access |
| Software and Tools | Install |
| History | Access |
| Commands | View, Send |
| Scripts | Schedule |
| Information | Edit |
| Alerts | Clear |
| Scheduled Scripts | Delete |
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:
- Click Settings in the bottom left corner
- Navigate to User Management
- Click Add in the top left
- 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
8
Assign the user class
Associate the new user with the Neo Automation user class:
- Click the User Classes tab
- Click Edit User Classes
- Select the Neo Automation user class you created earlier
9
Enable integrator access
Enable API access for the user:
- Check the Integrator box at the bottom of the user configuration
- Click Save to apply the changes
The Integrator checkbox is essential for API access. Without it, the user cannot authenticate via the API.
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