Wise-Sync User Roles

Wise-Sync has two pre-defined roles: Account Admin and User. 

The below table represents what each role can preform:


Account AdminUser
Sync

Invoices  

Procurement

Expenses

Payments

Sync Statistics

Sync Results

Edit Account Setup
 
Update Subscription Payment Method (Credit Card)
 
Change Plan / Add-Ons
 
View Billing History
 
Update ConnectWise Settings (version)
 
Companies
 
Create a new Company
 
Deleted a Company
 
Edit Company Details / Setup
 
Connect to Account Package (QBO or Xero)
 
Users 
 
Add a new user
 
Create QuickLink
 
Remove QuickLink
 
Edit User

Emulate User
 
Disable User
 
Assign User Rights
 
Help 
 
View knowledge based articles

Contact Support

Account 
 
Edit Profile

Onboarding 
 
Request an Update

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