About Syncro Trials
Table of Contents
There's no better way to learn Syncro than to get your hands on it!
Set Up a Trial Account
Notes:
- You'll have 14 days to explore Syncro with a Trial account, and once you're in Syncro, the banner at the top will let you know how much time you have remaining and how to upgrade.
- All new Syncro trials are on the Team Plan. If you're already a Core Plan subscriber and want to trial our Team plan, navigate to Admin > Syncro Administration - Account Settings, then click Trial Team. You can do this once every 6 months.
Follow these steps:
- Navigate to https://syncromsp.com/ in your web browser.
- Click the Try It Free button. This should take you to https://syncromsp.com/free-trial/.
- Fill out and submit the form.
Note: The Business Name and Email Address that you enter here will be stored in your Syncro Account Profile. - Go to your email as instructed and click Activate.
- Complete the form to set up your trial account.
Notes:- Much of the information you supply here will also go into your Syncro Account Profile.
- The Subdomain is the first part of the URL you'll enter into your browser to access Syncro, so choose something meaningful.
When you're finished, you'll be on Syncro's Dashboard tab, which looks like this:
Now you can use the Getting Started pop-up to start exploring via a tour. The tour feature will save your progress as you complete the steps.
These same topics are also available in the Get Started documents section of this Documentation Center.
About the Resource Center
The Resource Center provides you with access to everything you'll need to help you learn and use Syncro. It's always available from the primary navigation bar in the upper-right area of your screen. Simply click the question-mark icon to display your options:
- Get Started: This is the same tour that initially pops up in the bottom right, so if you close the tour, you can get back to it.
- Doc Center: A link to our comprehensive Documentation Center at https://docs.syncromsp.com, which includes overviews, step-by-step instructions, reference materials, best practices guides, and videos about how to do the most important tasks. And if you don't find something you need, you can let us know!
- Chat With Support: This opens a pop-up at the bottom right portion of your screen, where you can send us a message, or quickly create a support ticket without going to the Support Portal. You can also get answers to your questions through ASTRO, our self-service tool.
- Support Portal: A direct link to https://help.syncromsp.com/en/ so you can report or follow up on issues.
-
Syncro Community: A direct link to https://community.syncromsp.com/, a place where you can learn and connect with other Syncro users. You can ask questions, share experiences, and support others.
Note: Click Log In in the upper-right corner of the Community to receive an email that allows you to confirm and activate your Syncro Community account using single-sign on. From there, review the For Newcomers: Getting Started Guide to learn more about how to participate.
About Example Data
Your Syncro trial account also contains some pre-configured example data so you can quickly understand how Syncro works, explore key features without manual set up, and possibly make a quicker decision about whether to move forward with our platform.
This example data includes the following:
- An example Organization called [Example] Acme Tech Solutions, with one example End User named Jane Doe.
- An example Policy called [Example] Sample Policy, which is assigned to the Acme Tech Solutions Organization. This Policy includes the following thresholds:
- Alert when CPU > 95% for 15 minutes
- Alert when memory > 95% for 15 minutes
- The following five example Tickets to illustrate different Ticket Statuses, Issue Types, and Worksheets:
- [Example] User Locked Out – Password Reset Needed
- [Example] Printer Jam – Unable to Print
- [Example] New Hire Onboarding – IT Setup Required
- [Example] Slow Computer – Investigation Needed
- [Example] Security Alert – Possible Ransomware Detected
- The following two example Windows Update Policies (Modules):
- Weekly Server Updates | No Forced Reboots
- Weekly Workstation Updates | Prompt User for Reboot
- The following Third-Party Patch Management Policy (Module):
- Daily Update if Present Chrome and Firefox
Note: When you transition from a trial account to a paid Syncro plan, you will have the option to delete or keep this example data.