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.
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