Apply ConnectWise Member Security

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

  1. Search for the member(s) using Wise-Sync functions, and note the Role ID. 
  2. 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'. 

CompaniesCompany MaintenanceWise-Sync requires permissions to query information from companies.
ContactsWise-Sync requires permission to query contacts from companies.
Manage AttachmentsWise-Sync requires permissions to get attachments when syncing expenses.
FinanceAccounting 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.

InvoicingSelect All for all levels (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.
ProcurementInventory AdjustmentsWise-Sync requires permission to get inventory adjustments when syncing inventory.
Inventory TransfersWise-Sync requires permission to get inventory transfers when syncing inventory.
Product CatalogWise-Sync requires permissions to query information about products in the product category when syncing procurement/inventory.
ProductsWise-Sync requires permissions to query products for procurement/inventory.
Purchase OrdersWise-Sync requires permissions to query purchase orders when syncing procurement/inventory.

API ReportsWise-Sync requires permissions to query API Reporting Views when performing most tasks in Wise-Sync.
Member MaintenanceWise-Sync requires permission to view existing members within the system when syncing expenses.
My Company
Allows Wise-Sync to sync Territories, Structure Levels, etc.
Table Setup (Customize)Wise-Sync requires permissions to allow Invoicing/Tax Code table when syncing invoices

 Wise-Sync requires to allow access for General/Manage Hosted API and select All for all levels (Edit, Delete and Inquire)
Service Desk
Service TicketsWise-Sync requires Service Desk > Service Tickets set to All for Inquire Level to be able to sync expenses.

Time & Expense
Expense Report
Wise-Sync requires permissions to view reports located in the Expense Report Entry Category of the Reports Module when syncing expenses.
ReportsWise-Sync requires permissions to view reports located in the Time Entry Category of the Reports Module when syncing expenses.


  • 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). 

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.