Documentation Center

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Support Portal
  • Home

Organizations & End Users

Contact Us

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

Organizations & End Users

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

  • About Syncro XMM
  • Getting Started with Syncro XMM
  • End User Management with Microsoft
  • Integrate Microsoft
  • Map Syncro Tenants
  • Set Up Microsoft Entra ID User Sync
  • Work with Organizations
  • About the Organizations Tab/Page
  • Organization Fields Reference
  • About the Organization Details Page
  • About the Assets & Policies Subtab
  • Work with End Users
  • About the End Users Details Page
  • Work with (Masked) Credentials
  • Organization Settings Reference
  • Organization & End User Tags
  • Custom Fields for Organizations & End Users
  • Work with Leads
  • Prevent Creating Organizations from Leads
  • Leads Settings

Customer Communication

Keep your customer base growing & your existing customers happy with friction-free communication.

  • Automatically Create Tickets from Inbound Emails
  • Contact Organizations with Missing Antivirus
  • Create an Appointment
  • Documentation Center
  • Email Marketing Using Mailer
  • Notify Organizations about Warranty Creation & Expiration
  • Disable Sending Email to an Organization

Imports/Exports

Looking to migrate to Syncro? It's easy with our import tools.

  • Import Existing Organizations
  • Troubleshoot Organization Imports
  • Export Organizations from Syncro
  • Organization CSV File Columns Reference
  • Import or Export Existing End Users
  • Bulk Update Organizations

Portal

  • Transition End Users to the Redesigned Portal
  • About the End User Portal
  • Enable or Disable the End User Portal
  • Access the End User Portal
  • Work with Portal Users & Permission Groups
  • End User Portal Settings Reference
  • End User Remote Access to Assets

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

The integrated platform for running a profitable MSP business

Syncro All-in-one MSP Software Facebook Syncro All-in-one MSP Software Twitter Syncro All-in-one MSP Software LinkedIn Syncro All-in-one MSP Software YouTube Syncro All-in-one MSP Software Reddit
  • Compliance
  • Privacy Policy
  • Website Terms
  • Service Terms
Knowledge Base Software powered by Helpjuice

© 2017-2024 Servably, Inc. All rights reserved.

Expand