Organizations & End Users

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

• Define Your Client Universe: Organizations & End Users
• Work with Organizations
• Best Practices for Creating Organizations
• Organization Fields Reference
• About the Organizations Tab/Page
• About the Organization Details Page
• Create a Policy Folder Structure & Assign Assets
• Work with (Masked) Credentials
• Organization Settings Reference
• Unify Microsoft 365 Management (Microsoft 101)
• Set Up Microsoft Entra ID User Sync
• Work with End Users
• End User Details & Actions
• Custom Fields for Organizations & End Users
• Organization & End User Tags
• Work with Leads
• Prevent Creating Organizations from Leads
• Leads Settings