Required permissions for user role in OpenAir

For the OpenAir - Salesforce connector to connect to OpenAir, it requires credentials of a user in OpenAir. Before setting up the OpenAir - Salesforce Connector in integrator.io, you need to ensure that the user role you are going to use for connector setup has adequate permissions for the connector to establish a successful connection between OpenAir-Connector-Salesforce. A user account that does not have adequate permissions for operating the connector may encounter some unwanted issues.

Use the following steps to provide required permissions to a user role in OpenAir:

1. Login to your OpenAir account.
2. From top right corner of the window, click Administration.
   
3. Click Global Settings > Roles.
   
4. From the Roles column, select a user role for which you wish to edit permissions. The selected user profile page is displayed.
   
5. Select the following checkboxes to provide adequate permission to a user:
   

   Section	Required Permissions
   General Settings	View and modify clients
   	View and modify existing clients (except name)
   	View client locations
   	View and modify client locations
   	View projects
   	View and modify projects
   	View and modify contacts
   	View users
   	View and modify existing users
   	View, modify, and create new users
   Resources	View booking worksheet
   	View resource planner
   Projects	View all tasks and phases
   	View task cost and billing projections
   	View and modify project stages
   	View project pricing
   	View the booking worksheet
   	View and modify issues
   	View and modify issue categories
   	View and modify issue statuses
   	View and modify issue severities
   	View and modify issue sources
   	View and modify issue stages
   	View budgets
   Timesheets	View all timesheets