A merchant can manage permissions for the users of their Wise-Pay account. Managing user access involves creating a user in Wise-Sync and setting its permissions through the User Access Management page in Wise-Pay.
Adding a Wise-Pay user
For users who need access to Wise-Pay and/or Wise-Sync, they first need to be created in Wise-Sync via the Users screen.
For more information on adding specific Wise-Sync users, refer to Configure Wise-Sync Users.
How do I get there?
- Go to Wise-Sync > Users
- Click on +New User
- Enter the fields as per the table below:
| Setting | What to do |
|---|---|
| Role Name | Select the role to assign to the user. Choose from the following options:
|
| First Name | Enter the user's first name |
| Last Name | Enter the user's last name |
| Email Address | Enter the user's email address The email address needs to be unique to that person, as it will become their username for Wise-Pay and/or Wise-Sync. |
| Username | Uneditable field. Username defaults to the email address entered. |
| Password & Confirm Password | Create a password for the new user |
| ConnectWise: Member ID (OPTIONAL FIELD: ConnectWise Account-Admin and User roles only) | Enter the person's ConnectWise Member ID. The Member must have the appropriate permissions assigned. Read up about this at Pre-Setup ConnectWise > Step 1 > Apply PSA Member Security. |
| ConnectWise: Member password & Confirm Member Password (OPTIONAL FIELD: ConnectWise Account-Admin and User roles only) | Enter the person's ConnectWise Member Password. |
| Test ConnectWise Connectivity OPTIONAL FIELD: ConnectWise Account-Admin and User roles only) | Click to test the ConnectWise Member Credentials you have entered. |
Configure specific Wise-Pay User Access
When an Account-Admin, Merchant-Admin or Merchant-User have successfully been added to your company in Wise-Sync, they appear automatically in User Access Management in Wise-Pay.
- Go to Wise-Pay > Configure > User Access Management
- Check that the desired role is set for the user:
- Is Merchant Admin: User can configure merchant account settings; process payments; access invoice. User cannot access Payer information on Payer Admin screen.
- Allow Company Access: Enables the user to create and manage Payers.
- The table below further describes the screens and functions accessible for each role
- If you wish for your Merchant-Admin user to have full access to Wise-Pay, which includes creating and managing Payers, simply check the 'Allow Company Access' checkbox for them
- Click Save if you make any changes.
This table provides the detail provided for each user role:
Is Merchant Admin | Allow Company Access | |
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 Payments | ✓ | |
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 Base Articles | ✓ | ✓ |
Contact Support | ✓ | ✓ |