Wise-Sync User Accounts need to be created for people that need to use Wise-Sync. Wise-Sync User Accounts are different to a person's PSA and Accounting Package Accounts.

In addition to managing a person's Wise-Sync User Account details, store their ConnectWise/Autotask credentials so they can sync transactions. During the onboarding process, the person can hook up their Google Account to be able to share files with Wise-Sync.

Note: Before you can create new users, make sure you have configured your Wise-Sync Account and hooked up your Accounting Package Company/ies.


How do I get there?

To configure Wise-Pay User Accounts, click Users from the top Menu. A list of users will be displayed.

Note: If you can't see this option, you don't have permission to maintain users. Contact your Account Administrator.


What do I do?


To Create New Wise-Pay User Account

From the list of users, click Create New User.


What's next?

Check out the settings below and what you need to do with them. Click Save when you're done!


Setting
What to do
Role Name
Select the role to assign to the user. Choose from the following options:
  • account-admin
  • user


Read more about what permissions these roles have at Wise-Sync User Roles.


Ignore the other options, they are related to Wise-Pay and are configured via Wise-Pay.

Once you have set the User's role when creating the user, you can't change it.

Account Administrators can contact Wise-Sync Support to change it.
CompaniesThis option will only appear for those assigned to the user role. The company/ies selected will give that user the ability to sync transactions for them.

Users assigned to the account-admin role will be allocated to all companies automatically.
Email Address
Enter the user's name.
Email AddressEnter the user's email address.

The email address needs to be unique to that person, as it will become their username for Wise-Sync.
UsernameUneditable. Defaults to the email address entered.
Password & Confirm PasswordCreate a password for the new user.
ConnectWise: Member ID
(ConnectWise customers only)
Enter the person's ConnectWise Member ID

The Member must have access to the Accounting Interface. Read up about this at Apply PSA Member Security (Accounting Interface Access).
ConnectWise: Member password & Confirm Member Password
Enter the person's ConnectWise Member Password (ConnectWise customers only)
Test ConnectWise ConnectivityClick to test the ConnectWise Member Credentials you have entered


To Edit an Existing Wise-Pay User Account

From the list of users, click the Username from the Username column.


OK, then what?

Check out the settings below and what you need to do with them. Click Save when you're done!


TabSettingWhat to do
Wise-Sync User AccountCompanies
This option will only appear for those assigned to the user role. The company/ies selected will give that user the ability to sync transactions for them.

Users assigned to the account-admin role will be allocated to all companies automatically.
First Name & Last Name
Edit the user's name.
Email Address
Edit the user's email address.
Username
Uneditable (Autotask customers only).

Edit the user's username (ConnectWise customers only).
Password & Confirm Password
Click Update Password (Autotask customers Only).

Change the user's password.
ConnectWise Member

(ConnectWise customers only)
ConnectWise: Member ID
Edit the ConnectWise Member ID.
ConnectWise: Member password & Confirm Member Password
Edit the ConnectWise Member Password.
Test ConnectWise Connectivity
Click to test the ConnectWise Member Credentials stored for the user.
Autotask User Account

(Autotask customers only)
Autotask SiteUneditable. This URL comes from your Wise-Sync Account. Read up on Wise-Sync Accounts at Setup Wise-Sync Account.
Autotask UsernameClick Update Password

Update the person's Autotask Username
Autotask Password & Confirm PasswordUpdate the person's Autotask Password
Quicklink

(ConnectWise customers only)

Read up on QLinks at Quick Link > Creating Custom User Menu in ConnectWise
Generate QLinkQLink allows you to login to Wise-Sync via a token, without having to enter your username/password. The Wise-Sync credentials used are that of the user you are editing.
Generate Account QLinkThe Account QLink allows your account users access to the Wise-Sync login screen when using the system from within ConnectWise.
Google AccountConnect Google AccountConnect to your Google account if you need to submit documents to Wise-Sync.
ConnectWise API MemberConnectWise: API Public Key
Update the API Public Key generated for the Member by ConnectWise.
ConnectWise: API Private Key
Update the API Private Key generated for the Member by ConnectWise.
Test ConnectWise REST ConnectivityClick to test the ConnectWise Member API Credentials stored for the user.


To Disable a Wise-Pay User Account

From the list of users, click the Username from the Username column.


What's next?

Click Disable Account