Assigning Trend Micro User Permissions in ConnectWise Automate

After installing the Trend Micro Worry-Free Business Services Plug-in for Automate, you must assign permissions to ConnectWise Automate users before they can access all of the plug-in features.

  1. In the Automate Control Center navigation tree, go to Admin > Users and double-click the user you want to assign permissions to.

    The Editing the information for {user} screen appears.

  2. Click the Permissions tab.
  3. Under the User Classes field, click the Open User Class Manager () icon.

    The User Class Manager screen appears.

  4. Select the following check boxes to assign the appropriate permissions.

    Permission

    Type

    Clients

    Read

    Contacts

    Read

    Database

    Access

    Scripts

    Read

  5. Click SAVE.
  6. Click the Plugin tab.
  7. Next to Trend Micro Worry-Free Services Plug-in for ConnectWise Automate, select the Access check box.
  8. Click Save.

    The ConnectWise Automate user can access the Trend Micro Worry-Free Services Plug-in for ConnectWise Automate features.