To sync transactions from ConnectWise to your accounting package, the ConnectWise member performing the sync need role permissions to various modules.
If your organisation has a number of users assigned to specific security roles, and not all users require access to what Wise-Sync needs to sync transactions, a new role can be created specifically for those members that use Wise-Sync.
How do I get there?
To configure ConnectWise Manage security roles, navigate inside ConnectWise Manage to System > Security Roles.
What do I do?
Identify Security Roles that need Updating
- Search for the member(s) using Wise-Sync functions, and note the Role ID.
- Navigate to System > Security Roles > click into the roles potentially requiring updates
The table below lists the Security Role modules and permissions needed to sync transactions in ConnectWise Manage versions 2019.3 and newer. This list isn't exhaustive (rather, a work in progress) as we discover the permissions that are required, they will be added here.
Note: Steps can be found at FAQ - How do I edit a ConnectWise Security Role?
The following Modules and Permissions all require 'All' for 'Inquire Level'.
Note: 'Finance: Accounting Interface' requires 'All' for all levels.
|Companies||Company Maintenance||Wise-Sync requires permissions to query information from companies.|
|Contacts||Wise-Sync needs to query contacts from companies.|
|Manage Attachments||If syncing expenses, Wise-Sync requires permissions to get attachments.|
Wise-Sync needs to generate GL batches from ConnectWise for each financial record. This comes from the Accounting Interface.
|Procurement||Inventory Adjustments||If syncing inventory, Wise-Sync will need permission to get inventory adjustments.|
|Inventory Transfers||If syncing Inventory, Wise-Sync will need permission to get inventory transfers.|
|Product Catalog||Wise-Sync requires permissions to query information about products in the product category when syncing procurement/inventory.|
|Products||Wise-Sync requires permissions to query products for procurement/inventory.|
|Purchase Orders||Wise-Sync requires permissions to query purchase orders when syncing procurement/inventory.|
|System||API Reports||Wise-Sync requires permissions to query API Reporting Views when performing most tasks in Wise-Sync.|
|Member Maintenance||If syncing expenses, Wise-Sync requires permission to view existing members within the system.|
|My Company||Allows Wise-Sync to sync Territories, Structure Levels, etc.|
Time & Expense
|If syncing expenses, Wise-Sync requires permissions to view reports located in the Expense Report Entry Category of the Reports Module.|
|Reports||If syncing expenses, Wise-Sync requires permissions to view reports located in the Time Entry Category of the Reports Module.|