Wise-Sync has two pre-defined roles: Account Admin and User.
The below table represents what each role can preform:
| Account Admin | User | |
| Sync | ||
| Invoices | ||
| Procurement | ||
| Expenses | ||
| Payments | ||
| Sync Statistics | ||
| Sync Results | ||
| Edit Account Setup | | |
| Update Subscription Payment Method (Credit Card) | | |
| Change Plan / Add-Ons | | |
| View Billing History | | |
| Update ConnectWise Settings (version) | | |
| Companies | | |
| Create a new Company | | |
| Deleted a Company | | |
| Edit Company Details / Setup | | |
| Connect to Account Package (QBO or Xero) | | |
| Users | | |
| Add a new user | | |
| Create QuickLink | | |
| Remove QuickLink | | |
| Edit User | ||
| Emulate User | | |
| Disable User | | |
| Assign User Rights | | |
| Help | | |
| View knowledge based articles | ||
| Contact Support | ||
| Account | | |
| Edit Profile | ||
| Onboarding | | |
| Request an Update | ||
| Add a note |