ConnectWise Automate Team Setup
When using ConnectWise Automate as a RMM platform you will need to create a new user and give them “integrator” checkbox status. Once you have that user setup you can set the API username and API Password and with the correct API URL, we should be able to communicate with your ConnectWise Automate RMM platform.
CW Automate User Permissions
When creating a user for API use, there are several user permissions that need to be set to allow the API to function correctly. You need to allow agent to read client and agent data so it can report client names and IDs along with Agent names and IDs. The APi must also allow command executions requests to be sent to API. Send commands requires “Access” level to allow agents commands to be sent from RMMmax.
Setup RMMmax Team
In the Manage teams’ area under your Account allows you to configure the RMM environment settings needed to access the RMM.
Select the correct RMM environment and you will then be presented with the settings needed to connect to your RMM environment.
Typically, the API URL will look like https://rmm.example.com/cwa/api/v1.
Add a username and a password as configured above in Automate.
Now you can browse over to the Dashboard and select RMM Sync to seed the system for the first time or if you log out and log back in this will also force a client/agent sync or you can leave it alone and the automation of RMMmax will cycle around and scan your RMM environment for you. The automation will do this daily if the system is configured to do so.
NOTE:
Configuring access to the RMM environment in the team’s settings area “will not” automatically start any data collections or services on RMMmax. You are required to enable scanning and must enable each client and agent separately for each tool in the RMMmax toolbox.
See RMM Environment settings and enabling of clients and agents’ documentation for more information.