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.
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. |
| First Name Last Name | 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. The Email Address is used to send notifications to, including 2FA emails & re-set password emails. It is recommended to keep the Email Address and Username the same. |
| Username | Defaults to the email address entered. The username is the email address used to log in to Wise-Sync/Wise-Pay. Note: this must be in a valid email address format |
| Password & Confirm Password | Create a password for the new user. |
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 | 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 | Click the edit icon to edit the user's username. Note: this must be in a valid email address format | |
| Password & Confirm Password | Click Update Password (Autotask customers Only). Change the user's password. | |
| Autotask User Account | Autotask Username | Click the edit icon to edit the user's username Note: this must be in a valid email address format |
| Autotask Password & Confirm Password | Update the person's Autotask Password |
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.