If you're a Technical Leader or Internal IT Director who's new to Syncro, here are some important first Administration steps you should take to get configured for your business and your team.

Notes: 

• Throughout the documentation, you'll sometimes see text in italic font. This means the term is defined in our Syncro Glossary.
• For a high-level overview of where things are in Syncro, see About the Syncro Header & Primary Navigation Bar. 
• You can also download this guide as a PDF. 

Step 1: Set Up Your Syncro Account Profile

Your Syncro Account contains your business profile information; things like your business name and address. It's also where you can add your business logo and colors so that any communications that come from Syncro reflect your brand.  

In the account profile you can also choose whether to see Syncro's PSA features (vs. keep an RMM-focused account) and manage your Syncro subscription.

Watch this short video to learn more:

Use the step-by-step instructions in Set Up Your Syncro Account Profile and do this now.

Step 2: Set Up Your Business Hours

It's important to set up your Business Hours so Syncro knows when your business is regularly open/closed, or when your business might be closed due to Holidays. Business Hours are referenced throughout the Syncro platform in places like Service Level Agreements (SLAs), Ticket Auto Responses, Appointment Bookings, Ticket Automations, and Automations for Alerts (Automated Remediations).

Watch this short video to learn more:

 

Use the step-by-step instructions in Set Up Your Business Hours and do this now.

Step 3: Configure Security Groups

Syncro Users are individuals who work in the platform, such as Technicians and other employees on your team. 

You can specify granular permissions for any Syncro Users who are not Global Administrators. These permissions define what Syncro Users can view, create, edit, and delete at an individual or category level.

A Security Group is a collection of individual permissions. Watch this short video to learn more:

 

Use the step-by-step instructions in Configure Security Groups and do this now.

Step 4: Add & Assign Users to Security Groups

Once you've created Security Groups (or updated the ones we provide out of the box), you must create and assign Syncro Users to those groups so they can access and do only what you want them to.

IMPORTANT: All your technicians might have been added as Syncro Users for free during the trial period. Post-trial, each user you add to Syncro requires an additional license, for which you will be charged. New licenses will be prorated to your next billing cycle. Learn more in About Per-User Billing.

Watch this short video to learn more:

 

Use the step-by-step instructions in Add & Assign Users to Security Groups and do this now.

Step 5: Customize & Assign Notifications

Notification Sets allow you to customize which notifications you want to get, which Syncro Users receive them, and how those users are notified (e.g., email, SMS, in-app, etc.).

For example, your Technicians likely don't need notifications for estimates, invoicing, or payments. However, they are likely to need notifications for RMM alerts and appointments.

Watch this short video to learn more:

 

Use the step-by-step instructions in Customize & Assign Notifications and do this now. See Notification Events Reference for a complete list of your choices.

Step 6: Customize Your Tabs

Take an initial stab at which tabs you want to display and order them in a way that makes sense to you. As you get more familiar with Syncro, you can always change this with your preferences. While you're at it, you may also want to get more acquainted with the Primary Navigation Bar.

Step 7: Customize PDF/Email Templates

Templates serve as starting points for the look and feel of PDFs and email communications that are sent from Syncro on your behalf. Templates save you time because you can specify what your Emails, Estimates, Invoices, and other communications look like once, and make global changes if necessary. 

You can make changes to Syncro's default templates and even edit the raw HTML for 100% control over how your brand is presented. In many cases, you can also create brand new templates.

Most templates contain placeholders (called Template Tags) that reference information from within Syncro. Template Tags help you fill in information that's unique and may change, such as an Organization's name.

IMPORTANT: When onboarding to Syncro, we recommend customizing your Email, Estimate, Invoice, and Ticket templates to personalize your communications with your business's voice.

Watch this short video to learn more:

 

Use the step-by-step instructions in Customize PDF/Email Templates to edit your Email, Estimate, Invoice, and Ticket templates to personalize your communications with your business's voice.

Step 8: Review Employee Login Settings

As an Admin, we recommend that you review the default security parameters for employees on your team. These login settings, which include timeouts, single-sign-on, and compromised password detection, are considered whenever Syncro Users log into the platform. 

Use the Customize Employee Login Settings documentation to review and update the employee login settings for your Syncro account.

Next Steps

If you've completed these steps, you have a great start to your Administration setup in Syncro!

• To deepen your knowledge of Administration, you can poke around in our additional, Administration-related documentation. Or, see the Related Docs section for other overview/setup guides.
• If you plan to use Syncro's PSA features and will be sending Invoices from Syncro, you might also want to put our Invoicing Setup Guide on your—or your billing person's—to do list.