Failed to get (Transaction Details). Error: { "code": "Security", "message": "You do not have security permission to perform this action." })

Error

Failed to get (Transaction Details). | Error: { "code": "Security", "message": "You do not have security permission to perform this action." })

Applies to: ConnectWise, Xero, QuickBooks Online

How can this happen?

The ConnectWise member performing the sync does not have the role permission needed for relevant ConnectWise Manage modules.

Solution

Ensure that the role permission of the ConnectWise member performing the sync has access to all the modules needed by Wise-Sync

ConnectWise Role and Permissions

For more information, see Modules and Permissions needed by Wise-Sync and 

Managing ConnectWise Security Role

J
Jennilyn is the author of this solution article.

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