Wise-Sync User Roles


Wise-Sync has two pre-defined roles: Account Admin and User. 

The below table represents what each role can preform:

Account AdminUser
Sync

Invoices    
  
Procurement  
    
Expenses  
    
Payments  
    
Sync Statistics  
  
Sync Results  
  
Edit Account Setup  
  
Update Subscription Payment Method (Credit Card)  
  
Change Plan / Add-Ons  
  
View Billing History  
  
Update ConnectWise Settings (version)  
  
Create Account QuickLink  
  
Remove Account QuickLink  
  
Companies
  
Create a new Company  
  
Deleted a Company  
  
Edit Company Details / Setup  
  
Connect to Account Package (QBO or Xero)  
  
Users  
  
Add a new user  
  
Connect Google Drive  
  
Create QuickLink  
  
Remove QuickLink  
  
Edit User  
  
Emulate User  
  
Delete User  
  
Assign User Rights  
  
Help  
  
View knowledge based articles  
  
Contact Support  
  
Account  
  
Edit Profile  
  
Onboarding  
  
Request an Update  
  
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