Liongard Roar

Roar Users Guide & Documentation

Welcome! You'll find comprehensive guides and documentation to help MSPs start working with Liongard's Roar as quickly as possible, as well as support if you get stuck. Let's go #MakeITRoar!

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Create a Roar API Account in ConnectWise

This document will provide detailed instructions for setting up your Roar API user account within ConnectWise Manage.

This documentation refers to ConnectWise Manage Internet Client v2017.6 through 2018.5 and covers the set up of a Roar API User account. This process is the first step towards integrating Roar with ConnectWise Manage to enable company import to Roar, auto-documentation from Roar into ConnectWise Configurations, Actionable Alerting, and Billing Review.

Step 1: Confirm ConnectWise Manage Version

You can confirm the version you're running by right-clicking on the application icon and viewing properties. While the screens may vary slightly between versions, the process is uniform. If you run into any issues or inconsistencies, please contact Liongard support.

Step 2: Create a new Security Role for the Roar API User

Navigate to System > Security Roles and click the "+" sign to add a new role

Enter Role ID: "Roar" and click the Save icon.

Security Modules for Role - Roar

Companies - (for company Mapping in Roar)

  • Company Maintenance
    • Add Level - None
    • Edit Level - None
    • Delete Level - None
    • Inquire Level - All
  • Configurations
    • Add Level - All
    • Edit Level - All
    • Delete Level - None
    • Inquire Level - All
  • Customize Configurations
    • Click on the (customize) link next to Configurations
    • Click on the double arrows facing to the right to disallow Roar access to your existing Configuration types. Later in the ConnectWise Integration, you can allow Roar to create Configuration Types suffixed with "(auto)". They will appear here.
    • Click Save to continue

Finance - (allows Roar to add Additions to Agreements)

Agreements & Billing Integration

You may skip this step. This feature is currently disabled. The permission will allow for Roar to add Agreement Additions to a ConnectWise Company to simplify end-customer billing.

  • Agreements
    • Add Level - All
    • Edit Level - All
    • Delete level - None
    • Inquire Level - All

Procurement - (adds Liongard to your products inventory)

Adding Products

This step is optional. You may want to add Roar Tiers as an Addition to the Customer Agreement and invoice. This permission allows for Roar to create the Products under the Procurement table on your behalf.

  • Product Catalog
    • Add Level - All
    • Edit Level - All
    • Delete Level - None
    • Inquire Level - All

Project - (allows Roar to create and update Tickets in ConnectWise)

  • Project Tickets
    • Add Level - All
    • Edit Level - All
    • Delete Level - All
    • Inquire Level - All

Service Desk - (Allows Roar to create and update Tickets in ConnectWise)

  • Close Service Tickets
    • Add Level - All
    • Edit Level - All
    • Delete Level - All
    • Inquire Level - All
  • Merge Tickets
    • Add Level - All
    • Edit Level - All
    • Delete Level - All
    • Inquire Level - All
  • Service Tickets - Dependencies
    • Add Level - All
    • Edit Level - All
    • Delete Level - All
    • Inquire Level - All
  • Service Tickets
    • Add Level - All
    • Edit Level - All
    • Delete Level - None
    • Inquire Level - All

System

  • Custom Menu Entry - (allows Roar to create a link to Roar in Manage's navigation menus)
    • Add Level - All
    • Edit Level - All
    • Delete Level - All
    • Inquire Level - All
  • Member Maintenance - (allows Roar to assign the Roarbot User to a ticket)
    • Add Level - All
    • Edit Level - All
    • Delete Level - None
    • Inquire Level - All
  • My Company (Only required if you wish to pull Territories for filtering)
    • Add Level - None
    • Edit Level - None
    • Delete Level - None
    • Inquire Level - All
  • Table Setup
    • Add Level - All
    • Edit Level - All
    • Delete Level - All
    • Inquire Level - All
  • Customize Table Setup
    • Click on link (customize) next to Table Setup
    • Click on the arrows facing to the right to disallow Roar access to all Table Setup options except for Company / Configuration (Roar only requires access to this option for creating Configuration Types)
    • Click Save to continue

Save Role

Click on the Save icon to save the Role's permissions

Step 3: Create a Roarbot API User in your ConnectWise Manage Account (v2018.5 and greater)

Roar requires the ability to access your ConnectWise Manage account through an API Member. This is account type does not require a user license.

The ConnectWise screens for configuring an API user have been simplified starting in version 2018.5. The following steps are for the latest version - see below for instructions for earlier versions of ConnectWise Manage.

  • In the lefthand navigation panel, navigate to System > Members > API Members
  • Add in a RoarBot User by clicking on the "+" symbol in the submenu bar

Naming Conventions

Please refer to your organization's naming convention policies when creating usernames. Usernames we state in the documentation are suggestions only.

  • Fill out the New Member screen with the following recommended values
    • Member ID: Roar
    • Member Name: RoarBot
    • Role ID: Roar (the security Role created in the previous section)

The other required fields can be completed with values that make sense for your organization.

API Member Defaults

It is critical that your API member has defaults setup including default Location and Territory. Please verify defaults are properly setup for the API member before continuing.

Step 3: Create a Roarbot API User in your ConnectWise Manage Account (v2018.4 and earlier)

Old Version Alert

Skip this section and proceed to "Create an API Key..." below if you are running v2018.5 or greater.

  • In the lefthand navigation panel, navigate to System > Members > API Members
  • Add in a RoarBot User by clicking on the + symbol in the submenu bar
  • Provide the user details for the Roarbot user.
    • Member ID - Any name to identify the API account user
    • License Class - API
    • Password/Confirm - Fill this in, but it is not used since online console access will not be required.
    • Disable Online - Check
    • First Name - Roarbot
    • Last Name - Liongard
    • Role ID - Roar (Role created in prior steps)
    • Location - Your default location
    • Level - Corporate (Level 1)
    • Business Unit - Admin (suggested)
    • Name - Corporate
    • Time Approver - Select the default Time Approver
    • Work Role - Office (suggested)
    • Expense Approver - Select the default Expense Approver
    • Default Territory - Default Territory

Step 4: Create an API Key under the Roarbot User account

Finally, allocate an API key under your new API user account.

  • Click into the recently created Roarbot API Member
  • Click into the API Keys tab
    • Add an API Key by clicking on the "+" symbol in the submenu bar
    • Add the Description and click the Save icon to generate the keys
    • Copy and save the Public Key and Private Key values to a secure place

You will not be able to access these the Private key once you navigate away from this tab.

What's next?

Once our team is finished provisioning your Roar environment, you'll receive an invite to login. You can then login and plug the API key in Roar to complete the ConnectWise Integration.


Create a Roar API Account in ConnectWise


This document will provide detailed instructions for setting up your Roar API user account within ConnectWise Manage.

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