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Administration
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.
- Getting Started with Microsoft 365 Management
- 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
- Lifecycle Insights Integration
- MailChimp Integration
- Microsoft Outlook Calendar Integration
- Microsoft Teams
- Mission Control Integration
- Pax8
- 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
- Integrate Microsoft
Marketplace Apps
Migrations
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 (Masked) Credentials
- Work with Portal Users & Permission Groups
- Configure IP Restrictions
- Customize Employee Login Settings
- AutoElevate
- 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
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