Applies to: ConnectWise Manage
To sync transactions from ConnectWise to your accounting package, the ConnectWise member performing the sync need role permissions to various modules.
If your organisation has a number of users assigned to specific security roles, and not all users require access to what Wise-Sync needs to sync transactions, a new role can be created specifically for those members that use Wise-Sync.
How do I get there?
To configure ConnectWise Manage security roles, navigate inside ConnectWise Manage to System > Security Roles.
What do I do?
Identify Security Roles that need Updating
- Search for the member(s) using Wise-Sync functions, and note the Role ID.
- Navigate to System > Security Roles > click into the roles potentially requiring updates
Edit a ConnectWise Security Role
For more information on how to edit Security Role in ConnectWise, see FAQ - How do I edit a ConnectWise Security Role?
The table below lists the Security Role modules and permissions needed to sync transactions in ConnectWise Manage versions 2019.3 and newer. This list isn't exhaustive (rather, a work in progress) as we discover the permissions that are required, they will be added here.
The following Modules and Permissions all require 'All' for 'Inquire Level'.
| Module | Permission | |
|---|---|---|
| Companies | Company Maintenance | Wise-Sync requires permissions to query information from companies. |
| Contacts | Wise-Sync requires permission to query contacts from companies. | |
| Manage Attachments | Wise-Sync requires permissions to get attachments when syncing expenses. | |
| Team Members | Wise-Sync requires permissions to get Team Member details when syncing expenses. | |
| Finance | Accounting Interface | Select All for all levels (Add, Edit, Delete, Inquire). Wise-Sync needs to generate GL batches from ConnectWise for each financial record. This data is retrieved from the Accounting Interface. |
| Billing View Time | Wise-Sync requires permissions to view billing option on time entry | |
| Company Finance | Wise-Sync requires the ability to see the Company Finance screen for companies within the system | |
| Invoicing | Select All for all levels (Add, Edit, Delete and Inquire). Wise-Sync requires this permission in order to retrieve tax codes when doing an Invoice Sync. Also required, when a payment is reversed. | |
| Reports | Wise-Sync requires permissions to query Reporting Views when performing most tasks in Wise-Sync. - All Reports | |
| Procurement | Inventory Adjustments | Wise-Sync requires permission to get inventory adjustments when syncing inventory. |
| Inventory Transfers | Wise-Sync requires permission to get inventory transfers when syncing inventory. | |
| Product Catalog | Wise-Sync requires permissions to query information about products in the product category when syncing procurement/inventory. | |
| Products | Wise-Sync requires permissions to query products for procurement/inventory. | |
| Purchase Orders | Wise-Sync requires permissions to query purchase orders when syncing procurement/inventory. | |
| Reports | Wise-Sync requires permissions to query Reporting Views when performing most tasks in Wise-Sync. - All Reports | |
| Projects | Reports | Wise-Sync requires permissions to query Reporting Views when performing most tasks in Wise-Sync. - All Reports |
| Sales | Reports | Wise-Sync requires permissions to query Reporting Views when performing most tasks in Wise-Sync. - All Reports |
| Service Desk | Service Tickets | Wise-Sync requires Service Desk > Service Tickets set to All for Inquire Level to be able to sync expenses. |
| Reports | Wise-Sync requires permissions to query Reporting Views when performing most tasks in Wise-Sync. - All Reports | |
| System | API Reports | Wise-Sync requires permissions to query API Reporting Views when performing most tasks in Wise-Sync. |
| Custom Menu Entry | Select All for all levels (Add, Edit, Delete, Inquire) | |
| Manage Hosted API | Select All for all levels (Add, Edit, Delete, Inquire) | |
| Member Maintenance | Wise-Sync requires permission to view existing members within the system when syncing expenses. | |
| My Company | Allows Wise-Sync to sync Territories, Structure Levels, etc. | |
| Security Role | Wise-Sync requires permission to review the settings for existing security roles | |
| System Reports | Allows the ability to review reports located in the System Category of the Reports module. - Security Roles Setup Report | |
| Table Setup (Customize) |
- General / Manage Hosted API - General / Portal Configuration (for Future Functionality) - General / Portal Security (for Future Functionality) - General Ledger / Accounting Package (for Future Functionality) - General Ledger / GL Accounts (for Future Functionality) - Inventory / Warehouse - Inventory / Warehouse Bin - Invoicing / Billing Terms - Invoicing / Tax Code | |
| Time & Expense | Expense Report Entry | Wise-Sync requires permissions to view reports located in the Expense Report Entry Category of the Reports Module when syncing expenses. |
| Reports | Wise-Sync requires permissions to view reports located in the Time Entry Category of the Reports Module when syncing expenses. |
Note:
- The Finance: Accounting Interface requires ALL for all levels (Add, Edit, Delete, Inquire).
- If users are currently logged in while the change is made and saved, they made need to log out and back in to see their elevated rights.
- For accounts on ConnectWise v2019.2 or older the only permission required to sync transaction is Finance: Accounting Interface select ALL for all levels (Add, Edit, Delete, Inquire).