Here are the steps to setup a user in MS-SQL
Step 1 - Open Microsoft SQL Server Management Studio.
Step 2 - Right click the Logins folder under the Security folder, then click ‘New Login…’.
Step 3 - Check the ‘SQL Server authentication’ radio button. (Windows Authenticated users cannot be supported. Due to the nature of our agent, Windows Authenticated users work sometimes, at best. SQL Server Authenticated users are the only way we can guarantee a correct login to the database).
Step 4 - Uncheck the ‘Enforce password policy’ option (if unable to leave unchecked, just uncheck the requirement of ‘changing password in next log in’).
Step 5 - Fill in Login Name and password.
Step 6 - Select the ‘User Mapping’ page in the left panel.
Step 7 - PERMISSIONS - Click the checkbox next to each database the agent needs access to, ensuring that the ‘db_datareader’ checkbox is selected below for each database. For ConnectWise Datasource users wanting to use TIME ENTRY information for reporting - please allow for additional SQL permissions to use stored functions.
Step 8 - Click OK, and you’re done.