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Team Plan Overview
Table of Contents
This document describes the most commonly used Team Plan features and how you can start taking advantage of them as you transition to a super-powered version of Syncro.
Note: 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.
Network Discovery
Network Discovery is a feature that allows you to quickly identify network devices without manual intervention or third-party scanning tools. You can then quickly bring discovered devices under management in no time.
Syncro Users with appropriate permissions can create customized Discovery Profiles with scheduling options that minimize impact on business operations. The Discovery Profiles automatically scan and discover any devices connected to the network where a Syncro Agent (Windows OS only) is already operating, including workstations, servers, printers, scanners, and other network-enabled devices.
Once additional devices are discovered, the Network Discovery feature facilitates Syncro Agent installations and assists in manual asset creation, streamlining the entire network management process. For example, you can use the Network Discovery feature to easily onboard new Organizations. Simply install one Syncro Agent, run a scan, then easily deploy the Syncro Agent to all of the discovered devices!
Additionally, Discovery Profiles that are configured to run on a schedule can notify you when ANY new network device is found.
To start, Build a Network Discovery Profile and then Act on Network Discovered Devices.
Microsoft 365 Management
Snippet: MS365 Team Features
If you're using or managing Microsoft 365 Tenants, the Team Plan allows you to layer M365 security, compliance, and multi-tenant management into Syncro’s already powerful integrated RMM and PSA platform. Create powerful new workflows, automations, and efficiencies that help you save significant time and eliminate the need for other bolt-on tools and add-ons.
Tenant Management With Entra ID User Sync
Connect individual tenants or your Cloud Solution Provider (CSP) for more granular control over user synchronization. You can filter users based on various criteria such as Groups, Domain, Office Location, and Licenses.
Microsoft User Actions
You can perform Microsoft Entra ID management actions directly from Syncro. This includes resetting passwords and managing MFA methods for Entra ID users, which simplifies workflows and enhances security for your clients.
Security Baselines & Reports
Syncro provides tools for assessing and improving security in Microsoft 365 environments. You can attach the CIS-aligned Security Essential baseline to your tenants to monitor Syncro assets and receive alerts for failures or drift. Create reports that identify low Microsoft Security Scores and highlight areas for improvement, enabling targeted project proposals and enhanced security for your clients.
See the steps in Getting Started with Microsoft 365 Management to get started.
Warranty Tracking
Syncro's Warranty Tracking feature---which is automatically enabled for Team Plan users---automatically retrieves and displays warranty start and end dates, as well as a status (active or expired), for supported hardware assets. This information is integrated into each asset's record, enabling you to manually edit or refresh warranty data, receive customizable RMM alerts before warranties expire, and access warranty information in key reports.
Asset Warranty Tracking streamlines warranty management, supports compliance, and helps you avoid costly lapses in coverage by centralizing all warranty information in one platform.
Learn more in Asset Warranty Tracking and set up some RMM alerts for expiring warranties.
Advanced Ticketing Capabilities
Real-Time Ticket Automations
With the Team Plan, you now have access to all the "Ticket Updated" automation types, which give you enhanced capabilities for ticket management.
This means you should start building real-time Ticket Automations that automatically do things like:
- Organize and categorize your Tickets,
- Increase the priority of Tickets that aren't being addressed promptly (especially for VIP clients), and
- Increase the priority of Tickets that have missing information (such as missing SLAs).
Check out the links above, and this Ticket Automation Example: Add Organization-Specific Troubleshooting Documentation to Tickets.
Ticket Views Subtab & View Assignments
If you're a Technical Leader with Admin permissions in Syncro, you should create and assign purpose-built Ticket Views (which have real-time performance metrics) to other Syncro Users, such as the Technicians on your team. You have control over their default Ticket Views, including how those Tickets are grouped and sorted. This can help focus your Techs on specific types of tickets.
Tip: A best practice is to make the “Unified Ticket View for Techs” the default for all your Technicians. (Alternatively, you can create your own Ticket View that you then use for this purpose.)
Assign the Unified Ticket View for Techs and/or check out Work with Ticket Views.
Ticket Health Metrics Dashboard
Finally, be sure to leverage the Ticket Health Metrics Dashboard to see multiple Ticket Views and stats at a glance (with any custom thresholds you specified). It's a great way to compare what's happening across different types of Tickets.
For example, if you have Ticket Views for each Issue Type, you can run a report with these Ticket Views selected and see which Issue Types have the most unassigned Tickets, or have breached your SLAs. This information may cause you to shift your Techs around to handle Tickets that are breaching SLAs or better handle unassigned Tickets. The Ticket Health Metrics Dashboard updates in near real time.
Select one or more Ticket Views and take a look at your Ticket Health Metrics.
Additional Splashtop Features
With Syncro's Team Plan you've unlocked enhanced features for Splashtop, including the ability to:
- Simultaneously view multiple monitors,
- Have multi-user sessions that improve collaboration (i.e., two Technicians can remotely access an asset at the same time), and
- Record remote access sessions to a Technician's local computer for better oversight.
These Splashtop enhancements are automatically enabled on any Splashtop WFH Licenses you have enabled for Portal End Users.
Learn more about these additional Splashtop features and try them out as soon as you can!
Microsoft Power BI & Database Exports
If you have an existing Power BI license through Microsoft, the Syncro-Power BI integration provides advanced dashboards and analytics for a data-driven approach to managing your business.
By connecting Syncro with Microsoft Power BI, you can access pre-made templates with customizable charts and pages, providing valuable insights into various aspects of your operations such as monthly and daily stats, RMM alerts, tickets, technician efficiency, customer efficiency, invoices, leads, appointments, purchase orders, estimates, and recurring invoices.
Alternatively, Team Plan subscribers can use Syncro's Database Export integration to send Syncro data into a database of their choice, including MySQL, PostgreSQL, Amazon S3, Azure Blob Storage, and SFTP. This allows you to use whatever Business Intelligence tool you want and is great for building out your BI dashboards.
Learn more about the prerequisites needed to set up the Power BI integration, then go install the Template App and start visualizing your Syncro data.