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 needs to query contacts from companies. | |
| Manage Attachments | If syncing expenses, Wise-Sync requires permissions to get attachments. | |
| 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 comes from the Accounting Interface. |
| Procurement | Inventory Adjustments | If syncing inventory, Wise-Sync will need permission to get inventory adjustments. |
| Inventory Transfers | If syncing Inventory, Wise-Sync will need permission to get inventory transfers. | |
| 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. | |
| System | API Reports | Wise-Sync requires permissions to query API Reporting Views when performing most tasks in Wise-Sync. |
| Member Maintenance | If syncing expenses, Wise-Sync requires permission to view existing members within the system. | |
| My Company | Allows Wise-Sync to sync Territories, Structure Levels, etc. | |
Time & Expense | Expense Report Entry | If syncing expenses, Wise-Sync requires permissions to view reports located in the Expense Report Entry Category of the Reports Module. |
| Reports | If syncing expenses, Wise-Sync requires permissions to view reports located in the Time Entry Category of the Reports Module. |
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 ConnectWsie v2019.2 or older the only permission required to sync transaction is Finance: Accounting Interface select ALL for all levels (Add, Edit, Delete, Inquire).