Applies to: ConnectWise Manage
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
Edit a ConnectWise Security Role
For more information on how to edit Security Role in ConnectWise, see FAQ - How do I edit a ConnectWise Security Role?
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.
The following Modules and Permissions all require 'All' for 'Inquire Level'.
|Companies||Company Maintenance||Wise-Sync requires permissions to query information from companies.|
|Contacts||Wise-Sync requires permission to query contacts from companies.|
|Manage Attachments||Wise-Sync requires permissions to get attachments when syncing expenses.|
Select All for all levels (Add, Edit, Delete, Inquire). Wise-Sync needs to generate GL batches from ConnectWise for each financial record. This data is retrieved from the Accounting Interface.
|Invoicing||Select All for all levels (Edit, Delete and Inquire). Wise-Sync requires this permission in order to retrieve tax codes when doing an Invoice Sync. Also required, when a payment is reversed.|
|Procurement||Inventory Adjustments||Wise-Sync requires permission to get inventory adjustments when syncing inventory.|
|Inventory Transfers||Wise-Sync requires permission to get inventory transfers when syncing inventory.|
|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||Wise-Sync requires permission to view existing members within the system when syncing expenses.|
|My Company||Allows Wise-Sync to sync Territories, Structure Levels, etc.|
|Table Setup (Customize)||Wise-Sync requires permissions to allow Invoicing/Tax Code table when syncing invoices|
Time & Expense
|Wise-Sync requires permissions to view reports located in the Expense Report Entry Category of the Reports Module when syncing expenses.|
|Reports||Wise-Sync requires permissions to view reports located in the Time Entry Category of the Reports Module when syncing expenses.|
- The Finance: Accounting Interface requires ALL for all levels (Add, Edit, Delete, Inquire).
- If users are currently logged in while the change is made and saved, they made need to log out and back in to see their elevated rights.
- For accounts on ConnectWise v2019.2 or older the only permission required to sync transaction is Finance: Accounting Interface select ALL for all levels (Add, Edit, Delete, Inquire).