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Getting Started

  1. Create an Organization
  2. Create an End User
  3. Create a Policy
  4. Assign a Policy
  5. Install a Syncro Agent on a Device
  6. Remotely Access a Machine via Splashtop
  7. Use Backgrounding Tools
  8. Manually Create a Ticket
  9. Create an Invoice
  10. Customize & Assign Notifications
  11. Create Automations for Alerts (Automated Remediation)
  12. Work with Ticket Automations

Topics

Administration

Information for Tech Leaders customizing Syncro to best support the needs of their business.

Assets & RMM

Stay on top of client systems with remote monitoring of unlimited assets, automated alert remediation, patch management, and more.

Baseline Management

Learn to use industry-standard best practices to audit Microsoft 365 tenants and strengthen security.

Calendars & Appointments

Integrate, sync, and manage your calendars and appointments in Syncro.

Organizations & End Users

Manage your client information using Syncro's End User Management feature, which integrates with Microsoft for a seamless experience.

Getting Started

If you're new brand to Syncro, these documents will help you get started.

Imported

These documents have been imported from the former KB and have not yet been validated.

Invoices & Payments

Invoice and receive payments for the valuable work you do for your customers.

Mobile App

Streamlined Syncro functionality for technicians working in the field.

Release Updates

Learn about new features and the latest improvements to the Syncro platform.

Syncro Account Management

Manage your Syncro subscription plan and billing/payment information.

Tickets

Keep your team organized and work flowing smoothly with Syncro’s flexible ticketing system.

Popular Articles

  1. About the Assets & RMM Tab/Page
  2. About the Syncro Header & Primary Navigation Bar
  3. About the Ticket Details Page
  4. About the Tickets Tab/Page
  5. Add Billable Time to a Ticket
  6. Automatically Create Tickets from Inbound Emails
  7. Bitdefender GravityZone
  8. Create Custom Fields for Assets & Tickets
  9. Custom Fields for Organizations & End Users

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