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Administration

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If you have questions or want help, please Submit a Request.

Administration

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

  • About the Syncro Mobile App
  • About the Syncro Header & Primary Navigation Bar
  • Customize General Preferences
  • Set Up Your Business Hours
  • Set Up Your Syncro Account Profile
  • Configure Tax Rates
  • Customize & Assign Notifications
  • Notification Events Reference
  • Custom Fields for Organizations & End Users
  • Create Custom Fields for Assets & Tickets
  • Employee Time Clock

Emails & Mailboxes

  • Syncro Email Options for Maximizing Deliverability
  • Configure a Custom-branded Email/Mailbox
  • Set Up SMTP
  • Configure Outbound Email Categories
  • Configure Verified Email Domains
  • Use SMS/MMS with Syncro
  • View Spam Logs
  • Automatically Create Tickets from Inbound Emails
  • Automate Tasks with Email Rules
  • Disable Sending Email to an Organization
  • Introduce Techs in Appointment Emails
  • Email Template Reference
  • Default Email Wrapper HTML Code
  • Work with Leads
  • Prevent Creating Organizations from Leads
  • Leads Settings

Integrations

Amp your efficiency using Syncro's integrations with 50+ MSP and business tools.

  • Integrate Microsoft & Map Syncro Tenants
  • Set Up Microsoft Entra ID User Sync
  • Authorize.net
  • Bitdefender GravityZone
  • BitDefender Settings in GravityZone
  • CloudRadial Integration
  • Domotz Integration
  • Emsisoft
  • FreePBX / PBX Integrations
  • IT Glue Integration
  • Google Calendar Integration
  • Flowroute Integration
  • Hudu Integration
  • Lifecycle Insights Integration
  • MailChimp Integration
  • Microsoft Outlook Calendar Integration
  • Microsoft Teams Integration
  • Mission Control Integration
  • Pax8 Integration
  • PayPal
  • Power BI
  • ScreenConnect Integration
  • Simplesat Integration
  • Slack Integration
  • Splashtop Integration - BYO
  • Stripe
  • TeamViewer Integration
  • Tier 2 Tickets Integration
  • Toggl Integration
  • Twilio Integration
  • Twilio Studio Flows (Advanced)
  • Warranty Master Integration
  • Webroot
  • Worldpay
  • Zapier Integration

Marketplace Apps

App Center integrations that Syncro resells.

  • Acronis Cyber Protect
  • AutoElevate
  • Bitdefender GravityZone
  • BitDefender Settings in GravityZone
  • Emsisoft
  • Microsoft Defender Antivirus
  • Proofpoint
  • Splashtop SOS
  • Webroot

Migrations

  • Migrate Assets From Another RMM
  • Atera Importer
  • Autotask Importer
  • ConnectWise Importer
  • Install Syncro on Ninja Assets

Reporting

Review your internal metrics and create deliverables for your customers with premade and custom reports.

  • About the Reports Tab/Page
  • About Report Time Periods
  • How Ticket Metrics Are Calculated
  • Customer Efficiency Report
  • Technician Efficiency Report
  • Tech Utilization Report
  • The Report Builders
  • About the Dashboard Tab
  • Customer Reports
  • Email and SMS Reports
  • Employee Reports
  • Export All Data
  • Export a Report
  • Inventory Reports
  • Invoice Reports
  • Payments Reports
  • Profit and Loss Reports
  • Reports - Differences in totals
  • RMM Reports
  • Sales Reports
  • Spiffs and Commissions
  • Tax Reports
  • Ticket Reports
  • Third-Party Vendor Usage Report
  • Warranty Reports

Security & Compliance

Invite users and set up permissions defining what non-Admin users can access in Syncro. Learn about Syncro's compliance with GDPR, HIPAA, etc.

  • Configure Security Groups
  • Add & Assign Users to Security Groups
  • Syncro User Fields Reference
  • Security Permissions Reference
  • Disable/Delete or Restore/Undelete Users
  • Configure Multi-Factor Authentication (MFA)
  • Use Single Sign-On with Syncro
  • Change a Syncro Account Password
  • Configure SSO with Microsoft Entra ID (Azure AD)
  • Hardware Security Keys
  • Work with Portal Users & Permission Groups
  • Configure IP Restrictions
  • AutoElevate
  • Customize Employee Login Settings
  • Microsoft Defender Antivirus
  • GDPR - General Data Protection Regulation
  • GDPR - Syncro and Your Business
  • GDPR - Your Business and Your Customers
  • HIPAA Compliance
  • Security FAQs
  • Syncro’s Backups & Uptime
  • Work with (Masked) Credentials

Templates & Tags

  • Customize PDF/Email Templates
  • Create, Clone, or Delete Templates
  • Work with Template Tags
  • Template Tags Reference
  • Email Template Reference
  • Default Email Wrapper HTML Code
  • Free Image Hosting Sites
  • Work With Warranty Templates
  • Troubleshooting & Advanced Editing for Templates
  • About Customer, Asset, Ticket & Product Labels
  • Customize Labels
  • Troubleshooting AutoPrinter
  • Printing Details
  • Set Up the Zebra LP2844
  • Star TSP100 Printer Setup

Popular Docs

  1. Uninstall Syncro Agents
  2. Install a Syncro Agent on a Device
  3. Latest Updates
  4. Create Custom Fields for Assets & Tickets
  5. Custom Fields for Organizations & End Users
  6. Ticket Settings Reference
  7. Supported Versions
  8. Remotely Access a Machine via Splashtop
  9. Automatically Create Tickets from Inbound Emails

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