Syncro lets you specify granular permissions for Users who are not global administrators. These permissions define what Users can view, create, edit, and delete at an individual or group level.

Note: Global Admins cannot have security permissions imposed on them; they always have full access. All Global Admins can also delete other Users (including other Global Admins) and change billing information. Therefore, it's best practice to have the fewest number of Global Admins as possible—but at least two in case one accidentally gets locked out.

A Security Group is a collection of permissions a User has within Syncro. Once you have created Security Groups, you can create and assign Users to those groups.

The Security Groups you initially see in your Syncro account are examples. By default, all your technicians belong to a “Technicians” security group. You can edit the example groups, or create new ones.

Create a New Security Group

To create a new Security Group, follow these steps:

1. Navigate to Admin > Syncro Administration - Security Groups. The Security Groups table displays:

2. Click +New Group. The New Security Group page displays:

3. Enter a Name for your Security Group.
4. Select the Access Type for your Security Group. 
   
   
   Note: Most times, you'll leave the default Access Type of “All Customers,” which offers Users wider access. Only switch to the “Select Customer” Access Type when there's a real need to prevent technicians from accessing the information of other customers. This Access Type has limitations in for what Users in the group can see and do. Keep in mind that Security Groups are NOT a recommended way to divide up the work of your technicians by customer. For more information, see About Access Types. 
   
   When you choose “Select Customers," you can then search for and moved select Customer(s) to the Accessible panel using the Add → and ← Remove buttons in the list builder:

5. Check the boxes next to the permissions you want Users in this Security Group to have. Review all permissions to ensure Users in this group can access and action the correct functions in Syncro. 
   
   Tips: 

• Use the "Check/Uncheck All Below" box, or the header box for a particular category of permissions (e.g. “Assets”) to quickly select/deselect multiple boxes.
• The Select Customers access type lets you restrict User access to particular Customers. For example, if the access type for your Security Group is “Select Customers” and you check the “Assets” permission box, Users assigned to this Security Group will ONLY have access to the Assets for those Customers. For more information, see About Access Types.

6. Click Create Group. Your new Security Group appears in the Security Groups table.
7. Create and Assign Users to your Security Groups.

About Access Types 

Syncro has two access types: All Customers and Select Customers:

Edit, Copy, or Delete an Existing Security Group

From the Security Groups table, you can edit, copy, or delete and existing Security Group using the buttons:

Edit re-displays the Security Groups page in edit mode so you can make any permission changes.

Make Copy duplicates the permissions to so you can easily update a few permissions and then rename the group.

When you click the Delete (red X) icon, you'll be asked to confirm your choice. Keep in mind that deleting a Security Group impacts all Users assigned to the group, so you may need to make additional User to Security Group assignments.