Manage Wise-Pay User Access

A merchant can manage permissions for the users of her Wise-Pay account. Managing user access involves creating a user in Wise-Sync and setting its permissions through the Manage Access Management page.

The User Access Management page lists the users that have been added through Wise-Sync.


 

Adding a User in Wise-Sync

To add a user in Wise-Sync:

  1. Log into your Wise-Sync account
  2. Select Users > New User.
    Wise-Sync displays the Create New User page.
  3. Select any of the following roles for the user
    • Merchant admin: Merchant administrator role enables the user to configure the merchant account settings in Wise-Pay. 
    • Merchant User: Merchant user can create and manage payers for the merchant account.
    • Payment payer: Payer role enables the user to pay for invoices in Wise-Pay
  4. Enter the user details for the new user. You must provide valid ConnectWise credentials.
  5. Ensure that the Test ConnectWise Connectivity is successful.


Setting Access Rights in Wise-Pay

When a user is successfully added to Wise-Sync, it appears automatically in Wise-Pay. Ensure that the desired role is set for the user.

To set the user access rights:

  1. Log into Wise-Pay
  2. Select Configure > User Access. Wise-Pay displays the User Access Management page.
  3. Ensure that the desired role is selected for the user. The following table describes the pages accessible to each role.
    • Is Merchant Admin: Enables the user to configure merchant account settings like configuring merchant bank accounts
    • Allow Company Access: Enables the user to manage payers and related operations, such as adding payer credit card.
  4. Click Save to save your changes.


Wise-Pay User Roles


Is Merchant AdminAllow Company AccessPayer
Dashboard


Outstanding Payments
Scheduled Payments
Automatic Payments
Past Payments
Scheduled Payment > Check Request
Scheduled Payment > Cancel Payment
Schedule Payment > Download PDF
Schedule Payment > Show Details
Past Payments > Print Invoice
Past Payments > Print Surcharge
Past Payments > Show Details
Transaction Failure > Mark as Resolved
Transaction Failure > Fix
Transaction Failure > Show Details
Unprocessed Payments
Unmatched Auto-Payments
Configure


Manager User Access Rights

Edit / Configure your Merchant Details

Enable and Configure Automatic Payment (Settings)

Edit Terms and Disclaimers

Update Branding

Payer Admin


Add Payer

Delete Payer

Edit Payer's Account

Add Bank Account
Delete Bank Account
Update Bank Account
Add Credit Card
Delete Credit Card
Update Credit Card
Allocate Automatic Payment Terms
Rename Payer Company

Delete Auto-Payment Terms

Pay Now


Schedule Payment (Bank Account
Download PDF
Transaction History
Search for Payments
Search for Automatic Payments
Settings


My Details

Saved Credit Card
Save Bank Details
Help


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Contact Support


P
Paul is the author of this solution article.

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