Wise-Sync User Roles

Wise-Sync has two pre-defined roles: Account Admin and User. 

The below table represents what each role can preform:


Account AdminUser
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)
 
Create Account QuickLink
 
Remove Account QuickLink
 
Companies
 
Create a new Company
 
Deleted a Company
 
Edit Company Details / Setup
 
Connect to Account Package (QBO or Xero)
 
Users 
 
Add a new user
 
Connect Google Drive

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

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