Integration Portal Integration Overview

Summary

This document is an overview of the main page on SyncEzy's integration portal, integrations.syncezy.com. If you have any queries, please write to support@syncezy.com

All Integrations

In the All Integrations page, you can view all of our integrations, their pricing and select the integration you need. It is essentially a catalog for you to choose from. Click on Subscribe when you choose the integration. You can also use the search bar to look for the integration you want. Clicking on the blue question mark will give you a guided tour of the page.

My Integrations

In the My Integrations page, you can view the integrations you have subscribed to.

In the Active tab, the apps that are toggled on and have both accounts connected will be displayed.

In the Inactive tab, the apps that you have subscribed to but not connected your accounts will be displayed.

Click on the Details tab of the integration you are subscribed to to view more details.

If the Active tab is empty, you will see a button to subscribe and that will take you to the All Integrations page.

Security

The will allow to update password of your account.

If you don’t remember your password or are a new user who hasn’t set a password yet, please use the T-OTP option.

Click the Send OTP button to receive a one-time password (OTP) at your registered email address.
Enter the OTP, then set your new password by filling in both the Set Password and Confirm Password fields. Finally, click Save to complete the process.

If you remember the password and wish to change the new one after you have logged in , please choose Password option from Security tab.

Contact Us

1. Mainline Numbers

SyncEzy has four phone numbers you can dial.

AUS: +61 2 9136 9448

NZ: +64 9 303 2999

UK: +44 203 670 1109

US: +1 720 500 9302

2. Email Us

You can choose to email Sales, Support or Billing for any queries you might have.

3. Book a meeting

You can book a meeting with our Support team or Sales team on the right hand pane.

4. Chat with us

The

icon in the bottom right corner of each page allows you to start a live chat with our representatives anytime, 24 hours a day, Monday through Friday.

System Logs

Users can view and download their portal activity logs. These logs are specific to login activity within the account and do not include logs related to integration apps.

To view app-specific logs, users need to access the respective integration app within the account.

My Account

This section includes details about your user profile, billing details and adding team members.

My Profile

These fields are non-editable (except Time Zone). You can find the Name, Email, Country, Time Zone Phone Number and User Type associated with your account.

Billing

Only the Owner and the user with "Account" access can access the billing tab. You can find all of your invoices billed to SyncEzy on this page. The table shows the status, amount, invoice number. You can also download the invoice or email it to the email address associated to the SyncEzy account.
Please note : If you need to change billing details please contact us through one of the support channel mentioned at the end of this page.

My Company

To invite a co-worker to manage/view the integration or billing, follow the instructions given below.

Creating a Company (For First-Time only, if the company has already been created then please jump to 4th step )

If you're adding a co-worker for the first time, you need to create a company first.

Follow the instructions provided in the guided screenshot to create your company

Click on "Create Company." from the My Profile tab OR Click on Team tab and click on Create Company button.
Enter the desired company name .
Click on the "Create" button to create the company.
Once the company is created, a new My Company tab will appear in the "My Account" section.
Navigate to the My company tab.
Click on Invite Co-Worker button from the right side to invite user to join your company account.
Please note: Only the account Owner has the ability to add co-workers and make changes under the "Company" tab. While an App Admin can also invite co-workers through the "My Account" tab, they cannot modify the access permissions of existing users.
Also, Company name can only be Edited by Owner.
An Owner of the account can add multiple team members to integrations with different permissions. The list of users who have been invited and accepted will show up here.
Invite additional users to your integration account by filling in the Name, Email and User Type fields prompted. Please note that once an invite is sent, invitees will be required to accept the invite and setup their account. For security reasons, the invite will expire after seven days.

There are four types of users you can add. Permissions can be found in the table below.

Change access of an existing user

An Owner of the account can change the access of an existing user by clicking on the "Pencil Icon" button.

Transfer of Ownership of Company

If you wish to transfer ownership of your company to an existing user, simply follow the process outlined in the above section. Changing the role of the designated user to "Owner" will designate them as the new owner, while automatically transitioning you to an APP Admin role. Subsequently, the new Owner can log in with their credentials and, if necessary, remove you from the account in the event of your departure from the company.

Alternatively, if you prefer to transfer ownership to a new user, initiate the process by inviting them as an APP Admin (refer to step 8 above). Once the invitation is accepted and the user is added, modify their role to "Owner." This action will automatically transition your role to APP Admin, and the newly appointed Owner can log in with their credentials. In the event of your departure from the company, they can then remove you from the account.

Deactivate an existing user

An Owner of the account can remove an existing user by clicking on the "Delete" button.

Resending invitation email

You can resend invitation email to a user who has not accepted invite yet, invitation email is expired or user is unable to find invitation email in their inbox.

Requested User

Users who have the same company email domain as the account owner and request to join the company account will appear here, along with an Approve button. The owner can choose to either approve or ignore the request. Once approved, the user will gain access to the existing company account on the SyncEzy portal.

Please note: The portal will prompt users with the same company domain to request access to the existing company account only if the "Allow same domain" toggle under the Security Settings tab is turned on (explained later). By default "Allow same domain" toggle is turned off.

Security Settings

This section contains important security-related options and is visible only to the Owner and App Admin.

Allow Same Domain :

By default, this setting is turned off.

This feature will allow the teammates to join the Team automatically. When enabled, it allows teammates with the same company email domain as the Owner to request access to the existing company account on the SyncEzy portal.

If this setting is enabled and a new user registers on SyncEzy using the same domain, the system will automatically detect it and prompt the user to join the existing company account. If the user agrees, the Owner will be notified and can also see the request under the Requested Users tab. The Owner can Approve or ignore the request. Once approved, the user will gain access to the company account upon their next login.

Force Google/Microsoft Login

This setting forces all company users to log in using their Google or Microsoft account.

Force Login with One-Time Password (OTP)

This setting requires all company users to log in using a One-Time Password (OTP).

Have a support question?

We offer three support channels:

Chat - Live Chat (24x5 support) from within your integration portal.

Phone - # 1 for Support

AUS: +61 2 9136 9448