After you enable backups for a Syncro Tenant, you can always make changes to which users are backed up and/or the user and/or Organization-level data that's backed up. Additionally, you can configure security permissions to control which Syncro Users can perform backup and restore-related tasks. 

This document describes how to configure backup settings for controlled yet integrated security.

Modify Users Or Data Being Backed Up

To modify which users and/or Organization-level data that's backed up, follow these steps:

1. Navigate to any Syncro Tenant's Details Page. 
2. In the Cloud Backups section, click Manage.
3. Select Backup Settings.
4. The “Choose Microsoft Services to Back Up” pop-up window appears. With the exception of the Storage Region (which cannot be modified after the initial set up), this is the same as described in Onboard a New Backup Customer except the final button will read Save instead of Enable.

Set Security Permissions

Administrators can specify security permissions that allow other Syncro Users to configure backups, monitor backups, and restore data from backups. These work exactly like all the other security permissions inside Syncro.

Here's a common model MSPs or IT teams can adopt:

• Tech Leaders/IT Directors have permission to configure backup settings and enable/disable backup for Microsoft 365 and Entra ID data.
• Technicians can view and monitor backup status, search for and restore data as needed.
• If applicable, you can give those in supporting roles permission to monitor backups and restore from backups.

For more information, see Configure Security Groups and Security Permissions Reference.

Note: For Syncro Users with appropriate permissions, logging into Syncro provides automatic access to the Backup Portal. However, users must sign out of each one individually to be fully logged out. Select the "Sign Out of Cloud Backup" option from the User Profile menu in the Backup Portal, and/or the "Sign Out" option from the User Profile menu in Syncro.

Configure Notifications

With your trial or subscription to Cloud Backup, you can navigate to Admin > Syncro Administration - Notification Center, where you'll automatically have access to a new Notification Set called “Syncro Cloud Backup”:

There are two notifications in this Notification Set:

• Syncro Cloud Backup - First Backup Completed: Enabled by default; sends an Email when the initial backup for a new Syncro Tenant has successfully completed. 
• Syncro Cloud Backup - Tenant Disconnected: Enabled by default: sends an Email with resolution instructions when the system is unable to backup any new data for the Syncro Tenant. You will need to navigate to the Syncro Tenant page to re-enable access so that backups can resume. (Any previously backed-up data is not affected.)

You can change how these notifications work as you would for any other Notification in Syncro. For more information, see Customize & Assign Notifications.

Note: This Notification Set will remain in the Notification Center even if you end your trial or subscription.

Create a Target Tenant

It's currently possible to restore data from backup to another Entra ID Tenant for the following objects:

• Users
• Groups
• Policies
• Custom Roles
• Devices (Devices, Configurations, and Policies)
• Admin Units
• Applications

To create a new Target Tenant that will appear in the Target Tenant dropdown menu, follow these steps:

1. Navigate to the Backup Portal using any Restore button from a Syncro Tenant's Details Page.
2. Make sure the page reads “Cloud Backup for Entra ID” in the upper left corner. If it doesn't, use the keypad () icon to switch.
3. In the upper right, select Target Tenants from your User Profile menu.
4. Click +Add Tenant Target.
5. Click Sign In With Microsoft 365 and fill in/select the Target Tenant's Global Admin account. The new Target Tenant displays in the list on the page and can now be used as a restore destination.