Wise-Sync User Accounts need to be created for people that need to use Wise-Sync. Wise-Sync User Accounts are different to a person's PSA and Accounting Package Accounts.
In addition to managing a person's Wise-Sync User Account details, store their ConnectWise/Autotask credentials so they can sync transactions. During the onboarding process, the person can hook up their Google Account to be able to share files with Wise-Sync.
Note: Before you can create new users, make sure you have configured your Wise-Sync Account and hooked up your Accounting Package Company/ies.
How do I get there?
To configure Wise-Pay User Accounts, click Users from the top Menu. A list of users will be displayed.
Note: If you can't see this option, you don't have permission to maintain users. Contact your Account Administrator.
What do I do?
Important to note:
Your browser or a browser extension (e.g. LastPass or another kind of password manager) may try to pre-fill password fields when you are creating/editing a user.
If you find that your updates to the user are not saving properly, with the message Passwords must be at least 6 characters long, please make sure that your browser/browser extensions are not trying to prefill these fields.
To Create New Wise-Sync User Account
From the list of users, click Create New User.
What's next?
Check out the settings below and what you need to do with them. Click Save when you're done!
| Setting | What to do |
|---|---|
| Role Name | Select the role to assign to the user. Choose from the following options:
Read more about what permissions these roles have at Wise-Sync User Roles. |
| Companies | This option will only appear for those assigned to the user role. The company/ies selected will give that user the ability to sync transactions for them. Users assigned to the account-admin role will be allocated to all companies automatically. |
| Email Address | Enter the user's name. |
| Email Address | Enter the user's email address. The email address needs to be unique to that person, as it will become their username for Wise-Sync. |
| Username | Uneditable. Defaults to the email address entered. |
| Password & Confirm Password | Create a password for the new user. |
| ConnectWise: Member ID (OPTIONAL FIELD: ConnectWise customers only) | Enter the person's ConnectWise Member ID. The Member must have the appropriate permissions assigned. Read up about this at Pre-Setup ConnectWise > Step 1 > Apply PSA Member Security. |
| ConnectWise: Member password & Confirm Member Password (OPTIONAL FIELD: ConnectWise customers only) | Enter the person's ConnectWise Member Password. |
| Test ConnectWise Connectivity (OPTIONAL FIELD: ConnectWise customers only) | Click to test the ConnectWise Member Credentials you have entered. |
To Edit an Existing Wise-Sync User Account
From the list of users, click the Username from the Username column.
OK, then what?
Check out the settings below and what you need to do with them. Click Save when you're done!
| Tab | Setting | What to do |
|---|---|---|
Wise-Sync User Account | User Role (ConnectWise customers only) | Edit a user's role. Choose from the following options:
Read more about what permissions these roles have at Wise-Sync User Roles. For Autotask users, please contact support to request updating a user's role. |
| Companies | This option will only appear for those assigned to the user role. The company/ies selected will give that user the ability to sync transactions for them. Users assigned to the account-admin role will be allocated to all companies automatically. | |
| First Name & Last Name | Edit the user's name. | |
| Email Address | Edit the user's email address. | |
| Username | Uneditable (Autotask customers only). Edit the user's username (ConnectWise customers only). | |
| Password & Confirm Password | Click Update Password (Autotask customers Only). Change the user's password. | |
| ConnectWise Member (ConnectWise customers only) | ConnectWise: Member ID | Edit the ConnectWise Member ID. |
| ConnectWise: Member password & Confirm Member Password | Edit the ConnectWise Member Password. | |
| Test ConnectWise Connectivity | Click to test the ConnectWise Member Credentials stored for the user. | |
| Autotask User Account (Autotask customers only) | Autotask Username | Click Update Password Update the person's Autotask Username |
| Autotask Password & Confirm Password | Update the person's Autotask Password | |
| Quicklink (ConnectWise customers only) Read up on QLinks at Quick Link > Creating Custom User Menu in ConnectWise | Generate QLink | QLink allows you to login to Wise-Sync via a token, without having to enter your username/password. The Wise-Sync credentials used are that of the user you are editing. |
| Generate Account QLink | The Account QLink allows your account users access to the Wise-Sync login screen when using the system from within ConnectWise. | |
| Google Account | Connect Google Account | Connect to your Google account if you need to submit documents to Wise-Sync. |
| ConnectWise API Member (ConnectWise customers only) Read up on REST API keys at FAQ - How to create REST API Keys for a ConnectWise Member | ConnectWise: API Public Key | Update the API Public Key generated for the Member by ConnectWise. |
| ConnectWise: API Private Key | Update the API Private Key generated for the Member by ConnectWise. Read up on | |
| ConnectWise: Is Primary API account | Tick to nominate the user as the Wise-Sync Primary User. Primary Users have the appropriate security permissions and valid API keys, so that security permission errors are minimised when configuring Wise-Sync for ConnectWise using its REST API. More information can be found at: FAQ - What is a Primary API User? Apply ConnectWise Member Security | |
| Test ConnectWise REST Connectivity | Click to test the ConnectWise Member API Credentials stored for the user. |
To Disable a Wise-Pay User Account
From the list of users, click the Username from the Username column.
What's next?
Click Disable Account
Warning: Disabling a Wise-Sync User assigned to a Wise-Pay Proxy
In the instance where a Wise-Sync user has been disabled and this user is also assigned to a Wise-Pay Proxy/PayNow Link/Email Link, the Wise-Pay Proxy/PayNow Link/Email Link will be made inactive. This means, your customers will be unable to use that proxy. A new proxy will need to be configured. For more information on how to configure a Wise-Pay proxy see, Payment Services.