A merchant can manage permissions for the users of her Wise-Pay account. Managing user access involves creating a user in Wise-Sync and setting its permissions through the Manage Access Management page.
The User Access Management page lists the users that have been added through Wise-Sync.
Steps
- Log into your Wise-Sync account
- Select Users > New User.
- Select any of the following roles for the user:
Merchant admin: Enables the user to configure the merchant account settings in Wise-Pay.
Merchant User: Can create and manage payers for the merchant account.
Payment payer: Ethe user to pay for invoices in Wise-Pay
- Enter the user details for the new user. You must provide valid ConnectWise credentials.
- Ensure that the Test ConnectWise Connectivity is successful.
When a user is successfully added to Wise-Sync, it appears automatically in Wise-Pay. Ensure that the desired role is set for the user.
Steps
- Log into Wise-Pay
- Select Configure > User Access.
- Ensure that the desired role is selected for the user. The following table describes the pages accessible to each role.
Is Merchant Admin: Enables the user to configure merchant account settings like configuring merchant bank accounts
Allow Company Access: Enables the user to manage payers and related operations, such as adding payer credit card.
- Click Save
Is Merchant Admin | Allow Company Access | Payer | |
Dashboard | |||
Outstanding Payments | ✓ | ✓ | ✓ |
Scheduled Payments | ✓ | ✓ | ✓ |
Automatic Payments | ✓ | ✓ | |
Past Payments | ✓ | ✓ | ✓ |
Scheduled Payment > Check Request | ✓ | ✓ | ✓ |
Scheduled Payment > Cancel Payment | ✓ | ✓ | ✓ |
Schedule Payment > Download PDF | ✓ | ✓ | ✓ |
Schedule Payment > Show Details | ✓ | ✓ | |
Past Payments > Print Invoice | ✓ | ✓ | ✓ |
Past Payments > Print Surcharge | ✓ | ✓ | ✓ |
Past Payments > Show Details | ✓ | ✓ | |
Transaction Failure > Mark as Resolved | ✓ | ✓ | |
Transaction Failure > Fix | ✓ | ✓ | |
Transaction Failure > Show Details | ✓ | ✓ | |
Unprocessed Payments | ✓ | ✓ | |
Unmatched Auto-Payments | ✓ | ✓ | |
Configure | |||
Manager User Access Rights | ✓ | ||
Edit / Configure your Merchant Details | ✓ | ||
Enable and Configure Automatic Payment (Settings) | ✓ | ||
Edit Terms and Disclaimers | ✓ | ||
Update Branding | ✓ | ||
Payer Admin | |||
Add Payer | ✓ | ||
Delete Payer | ✓ | ||
Edit Payer's Account | ✓ | ||
Add Bank Account | ✓ | ✓ | |
Delete Bank Account | ✓ | ✓ | |
Update Bank Account | ✓ | ✓ | |
Add Credit Card | ✓ | ✓ | |
Delete Credit Card | ✓ | ✓ | |
Update Credit Card | ✓ | ✓ | |
Allocate Automatic Payment Terms | ✓ | ✓ | |
Rename Payer Company | ✓ | ||
Delete Auto-Payment Terms | ✓ | ||
Pay Now | |||
Schedule Payment (Bank Account | ✓ | ✓ | ✓ |
Download PDF | ✓ | ✓ | ✓ |
Transaction History | ✓ | ✓ | ✓ |
Search for Payments | ✓ | ✓ | ✓ |
Search for Automatic Payments | ✓ | ✓ | |
Settings | |||
My Details | ✓ | ||
Saved Credit Card | ✓ | ✓ | |
Save Bank Details | ✓ | ✓ | |
Help | |||
View Knowledge Based Articles | ✓ | ✓ | ✓ |
Contact Support | ✓ | ✓ | ✓ |