Syncro's End User Portal is an efficient hub where your End Users can communicate and collaborate with you. It's an extension of the main Syncro product that provides a subset of functionality to improve your end users' overall service experience. 

Key features of the End User Portal include:

• Support Tickets: End users can create, view, and update support Tickets, facilitating streamlined communication and tracking of issues.
• Invoices and Payments: They can view their Invoices, check payment statuses, save payment profiles, and make payments.
• Asset Management: Users can view their Assets and in some cases, remotely access and run scripts on them.
• Documentation Access: Users can access important documents, guides, and resources that you provide.

If you're a Technical Leader interested in leveraging the End User Portal for your business, here are some important steps you should take.

Notes: 

• Throughout the documentation, you'll sometimes see text in italic font. This means the term is defined in our Syncro Glossary.
• You can also download this guide as a PDF. 

Read About the End User Portal, or watch the short video below to get an overview of all the possible features in the End User Portal:

Note: If you've been a Syncro subscriber for awhile, you may need to explicitly transition to the new End User portal. You can enable this new UI for all Customer Organizations or individual ones. For more information, see Transition End Users to the Redesigned Portal.

Customize Or Disable the Portal

By default, Syncro's End User Portal is enabled and available for use. However, if you don't want to use the End User Portal right now, you can always disable it.

Assuming you'd like to use it, there are a few customization options you should know about. 

Choose Your Branding

The first is choosing your branding. Upload your logo and change the color scheme of the End User Portal to match your business. This allows you to provide a seamless experience for your clients that aligns with your brand identity. 

Set your branding now.

Customize Portal Invitation & Password Reset Templates

There are Email Templates for the End User Portal Invitation and Passwords Resets that you can customize. These are available under More > Admin > PDF/Email Templates > Email Templates. See also Customize PDF/Email Templates.

Take a look at those templates and make any changes you'd like now.

Note: Custom domains are not currently supported for the End User Portal. Users access the portal through their unique subdomain.syncromsp.com address.

Update Your Portal User Permission Groups

Although the End User Portal has lots of possible features, you don't have to use them all. You can customize the End User Portal so that it only provides your people with the features you want them to have.

The visibility of features in the End User Portal is determined by the Portal User Permission Group ultimately assigned to each user. Syncro allows multiple permission groups, which can be assigned to your end users based on their needs. The system provides four Portal User Permission Groups by default:

• Admin Portal Group: This group is useful for Technical and/or Business Leaders who should have access to wider functionality. Many individual permissions have a “View All” suffix which is what this group is all about.
• Limited Portal Group: The group is useful for people who should have or need limited access. Many individual permissions have a “View Mine” suffix, which is what this group is all about.
• Non-Portal User Group: By default, end users are placed in this group, which allows them to access the portal and create new tickets only. This includes end users that you have not assigned to a specific permission group. You can't rename this group.
• No Portal Access. You can't rename this group.

You can edit the individual permissions in each of these groups, or create your own Portal User Permission groups that include the specific permissions you select.

  Take a look at the Portal User Permission Groups under More > Admin > Customers - Portal User Permission Groups. Create a new one and select some individual permissions using this reference.

Enable Portal Users

Once Portal User Permission Groups have been set up, these can be applied to your End Users either individually or in bulk (for End Users in one or multiple Customer Organizations). End Users are enabled as Portal Users when you create or edit an End User.

Navigate to a sample Customer Organization and enter your information as an End User. Be sure to provide a sample email for an account you can access. Slide the Enable Portal User toggle on, and select the Portal (User Permission) Group you previously created to assign it. While you're there, tighten security by toggling on “Require MFA,” then click Save Changes. Check your inbox for that Portal Invitation email (as the End User), and the BCC you'll receive (as the one who set it up).

Tips: 

• To enable Portal Users in bulk, navigate to the Organizations tab, check the box next to a specific Customer Organization, and then choose “Bulk Manage Portal Users” from the Bulk Actions menu. The pop-up will contain now familiar options.
• While you're enabling Portal Users, you can also give them remote access to assets and charge your customer for it. This access allows the end user to connect to their assigned machines, or all machines under the Organization (depending on their permissions) via the End User Portal. 

See also: Work with Portal Users & Permission Groups.

How End Users & Technicians Access the Portal

There are lots of ways for those with access to get to the End User Portal. Some useful ways include:

• Including a link on your Invoice and/or Ticket email templates using the {{online_profile_url}} tag,
• Adding a link to the End User Portal from your website (e.g.: https://SUBDOMAIN.syncromsp.com/my_profile/user_login), and
• Providing an option to the End User Portal in the system tray.

Explore one of these ways now. If you need help with the system tray option, see Access the End User Portal for more detailed instructions.