Access Control to Financial Systems Integrations

Access to Financial Integration screens (Xero, MYOB AccountRight, MYOB Acumatica, Business Central/Wiise) is controlled through licences and permissions.

The permissions, allow you to define what each user can do on the integration screens. Users will be able to:

• Access only the data synchronization functionality from the financial systems to Workbench.

• Access the ability to set up or modify the integration configuration.

• Have access to both.

This provides the flexibility to safely grant access to users who only need to perform data synchronization, ensuring more secure and role-appropriate access management.

Open

Example of limited access to only data synchronization

What you need to know:

• Financial integration screens are available for all role licences (if included in the user’s site map profile).

• 2 permission:

  • Financials Admin to access the config fields and action buttons.

  • Financials Sync to access the sync button only.

• Included by default in Administrator role and Finance role.
  Therefore, other Roles will not have access to the financial integration screen and must be setup by System Administrator