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Patchworks services
PatchworksPatchworks services
Patchworks services
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  • Services documentation
  • Getting started
    • What is a service?
  • Roles & Permissions
    • Roles & permissions summary (services)
  • Working with Services
    • Accessing services
    • The services list
    • The anatomy of a service
      • Service summary
      • Service canvas
      • Service filters
      • Service trigger
      • Service source
      • Service destination
      • Service mapping
      • Service alerts
      • Payload script
      • Run service
      • Service settings
    • Adding a Patchworks service
      • Add a default service
      • Configure service settings
      • Set the service trigger schedule
      • Define service filters
      • Define field mappings
      • Activate the service
    • Cloning an existing service
    • Updating a service
      • Service notes
      • Using a payload-level custom script in services
    • Removing a service
    • Field mappings & transformations (services)
      • Field mappings (services)
        • Mapping metafields for products (services)
      • Field transformations (services)
        • Transform function reference (services)
        • Using a custom script in field transformations (services)
      • Transform mapping/lookup tables (services)
      • Legacy shipment & payment maps (services)
  • Service connectors
    • What is a service connector?
    • Accessing service connectors
    • The anatomy of a service connector
    • Adding a service connector
    • Updating a service connector
    • Removing a service connector
  • Reporting & logging
    • Service sync reports
      • Viewing the service sync report
      • Handling failed service syncs
      • Sync failure email notifications
    • Service sync logs
    • Viewing logs for custom script activity in services
  • Service systems
    • Service systems
    • Supported service systems
      • Active Ants (service connector)
        • Finding service connector credentials for Active Ants
      • BigCommerce (service connector)
        • Finding service connector credentials for BigCommerce
        • Additional setup notes for BigCommerce (services)
      • Bleckmann (service connector)
        • Finding service connector credentials for Bleckmann (API)
      • Bleckmann Returns (service connector)
        • Finding service connector credentials for Bleckmann (Returns)
      • Bleckmann SFTP (service connector)
        • Finding service connector credentials for Bleckmann (SFTP)
      • Brightpearl (service connector)
        • Finding service connector credentials for Brightpearl
        • Additional setup notes for Brightpearl (services)
      • Business Central (service connector)
        • Finding service connector credentials for Business Central
      • Citrus-Lime (service connector)
        • Finding service connector credentials for Citrus-Lime
      • CommerceTools (service connector)
        • Finding service connector credentials for CommerceTools
      • Cybertill (service connector)
        • Finding service connector credentials for Cybertill
      • Descartes Peoplevox (service connector)
        • Finding service connector credentials for Peoplevox
        • Configuring Peoplevox as a data destination (services)
        • Quick setup CSV files for Peoplevox (services)
      • Dynamics NAV (service connector)
        • Finding service connector credentials for Dynamics NAV
      • Emarsys (service connector)
        • Finding service connector credentials for Emarsys (FTP)
      • EposNow (service connector)
        • Finding service connector credentials for EposNow
      • Global-e (service connector)
        • Finding service connector credentials for Global-e
      • Inventory Planner (service connector)
        • Finding service connector credentials for Inventory Planner
      • Khaos Control (service connector)
        • Finding service connector credentials for Khaos Control
      • Lightspeed Retail R-Series (service connector)
        • Authorising Patchworks to access your Lightspeed Retail R-Series account (services)
      • Lightspeed Retail X-Series (service connector)
      • Linnworks (service connector)
        • Finding service connector credentials for Linnworks
      • Magento 2 (service connector)
        • Finding service connector credentials for Magento 2
        • Required settings for Magento 2.4.4+ (services)
      • Mirakl (service connector)
        • Finding service connector credentials for Mirakl
      • Navision (service connector)
      • NetSuite (service connector)
        • Authorising Patchworks to access your NetSuite account (services)
        • Required NetSuite features (services)
        • Working with NetSuite custom fields (services)
        • Setting unique IDs for NetSuite product syncs (services)
        • NetSuite concurrency (services)
        • Troubleshooting NetSuite connections (services)
        • Additional setup notes for NetSuite (services)
        • Legacy service connector setup for NetSuite
          • Installing the Patchworks bundle for NetSuite (services)
          • Finding connector credentials for NetSuite (services)
      • Odoo (service connector)
        • Finding service connector credentials for Odoo
      • Ometria (service connector)
        • Finding service connector credentials for Ometria
      • Patchworks SFTP (service connector)
        • Finding basic auth service connector credentials for SFTP
        • Finding ssh auth service connector credentials for SFTP
        • Specifying a non-root folder as the file location (services)
        • Adding entity schemas (services)
      • Plytix (service connector)
        • Finding service connector credentials for Plytix
      • Prima (service connector)
        • Finding service connector credentials for Prima
      • ReBound (service connector)
        • Finding service connector credentials for ReBound
      • SAP Business One (service connector)
        • Finding service connector credentials for SAP Business One
      • Seko (service connector)
        • Finding service connector credentials for Seko (API)
        • Finding service connector credentials for Seko (FTP)
      • Shopify / Shopify+ (service connector)
        • Finding service connector credentials for Shopify (token auth)
        • Finding service connector credentials for Shopify (legacy auth)
        • Additional setup notes for Shopify (service connector)
      • Sitoo (service connector)
        • Finding service connector credentials for Sitoo
      • SparkLayer (service connector)
        • Finding service connector credentials for SparkLayer
      • The Edge by John Lewis (service connector)
        • Finding service connector credentials for The Edge by John Lewis
      • TikTok Shop (service connector)
        • Finding service connector credentials for TikTok Shop
      • Torque (service connector)
        • Finding service connector credentials for Torque
      • Veeqo
        • Finding service connector credentials for Veeqo
      • Vend (service connector)
        • Finding service connector credentials for Vend
      • Visualsoft (service connector)
        • Finding service connector credentials for Visualsoft
      • Voyado (service connector)
        • Finding service connector credentials for Voyado
      • WooCommerce (service connector)
        • Finding service connector credentials for WooCommerce
      • ZigZag (service connector)
        • Finding service connector credentials for ZigZag
  • Troubleshooting
    • How to manage failed service syncs
    • How to run a service manually
    • How to deactivate/activate a service
    • How to check the operational status of a service connector
    • What to check if you can't save a new service connector
    • How to handle an empty mapping page
    • What to do if your third-party systems go offline
  • Inbound API
    • Inbound API for services
    • Using the Inbound API connector with Patchworks services
      • Adding an inbound API connector with a custom payload
      • Generating token credentials for API access
      • Adding a Patchworks service for an inbound API connector
        • Add a default service
        • Configure service settings
        • Set the service trigger schedule
        • Define field mappings
        • Activate the service
      • Implementing API requests
  • Support
    • Raising a support ticket
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On this page
  • Introduction
  • Roles
  • Service connectors
  • Services
  • Sync reports
  1. Roles & Permissions

Roles & permissions summary (services)

PreviousWhat is a service?NextAccessing services

Last updated 1 year ago

Introduction

This page details roles and permissions which are applicable if you have not upgraded to Patchworks Core, and therefore run services instead of process flows to sync data.

Generally, roles and permissions are the same and will apply. However, there are some differences, as summarised below.

Roles

User accounts can be associated with one of five possible roles:

  • Administrator

  • Manager

  • User

  • Read-only

  • Advanced editor*

* In certain areas of service setup (for example, service source/destination settings and mappings), a JSON editor is available.

Typically, these editors are only required by Patchworks administrators however - upon request - users may be assigned a new advanced editor role which provides access to JSON editors throughout the dashboard.

This role is a supplementary role - it should always be added alongside an Administrator, Manager, User or Read Only role.

Service connectors

Connector permissions refer to features that are available from the page.

Task
Allowed roles

Browse connectors

administratormanageruserread-only

View connector settings

administratormanager

Update connector settings

administratormanager

Delete connectors

administratormanager

Services

Task
Allowed roles

View services list

administratormanageruserread-only

Search services list

administratormanageruserread-only

View service settings

administratormanageruserread-only

Update service settings

administratormanager

Create new service

administratormanager

Enable & disable a service

administratormanager

Run service manually

administratormanager

Sync reports

Task
Allowed roles

View sync reports list

administratormanageruserread-only

View sync report details

administratormanageruserread-only

Performing an auto resync

administratormanager

Performing a resync

administratormanager

Service permissions refer to features that are available from the page.

Sync report permissions refer to features that are available from the page.

services
sync reports
service connectors
role summary tables detailed for Core