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About the End Users Details Page
Table of Contents
End Users are the specific people who are part of a (Customer) Organization you're supporting.
The End Users Details page displays whenever you're viewing a specific End User.
The End Users Details page is part of the new End User Management feature that is currently in EA (Early Access). Click here to participate.
Notes:
- This page automatically displays in edit mode. If you decide to make changes, be sure to click Save Changes at the bottom of the page. If you're only here to view the End User's information, you can use the navigation link or click Cancel.
- To see any Microsoft-related information about Contacts/End Users, you must have previously integrated with Microsoft/mapped Syncro Tenants and set up MS Entra ID User Sync.
- Customers are in the process of being renamed to (Customer) Organizations, and Contacts to End Users. You may see both in Syncro for the time being.
This document describes the layout of the End User Details page and each of the fields you'll see on it.
The Left Side Panel
The top of the left side panel contains a navigation link that takes you back to the (Customer) Organization's “End Users” subtab,
followed by the End User's full (first and last) Name. If available, their Job Title and location (based on what appears in the Address fields) appear beneath their Name.
Note: If you're creating a new End User, only the Organization name will appear in this top portion until you save the End User.
Actions Button Menu
The left side panel also has an Actions button menu at the top. The actions you can take depend on whether the End User currently has Portal access.
For End Users with Portal access, you can do the following:
- Reset Password: Opens a pop-up window where you can reset the End User's password for them.
- Send Password Link: Sends an email containing password reset instructions to the End User's email address.
- Delete User: Deletes this End User. See also: Work with Contacts/End Users.
For End Users without Portal access, you can only delete them.
The remainder of the left side panel allows you to view and edit Syncro- (and if enabled) Microsoft-related details for your End Users, including how they're managed, the Portal access they have, and what kind of emails they receive.
Tip: Each of the sections in the Left Side panel is collapsible. Click any downward-facing caret on the section header to collapse it; click the right-facing caret (>) to re-expand it.
User Management Section
Field Name |
Description |
|---|---|
Enable Remote Access |
Allows this End User to remotely access machines via Splashtop through the End User Portal. This feature has an additional charge per user/month.
Requires this End User to have an Email Address and both the “Enable Portal Access” and “Require MFA” toggles set to the On position. Requires the Portal Group this Contact/End User is in to have the "Assets - View All" box checked. See also: Work with Portal Users & Permission Groups. |
| End User Tags | Allow you to add or select previously used End User tags. See also: Organization & End User Tags. |
End User Portal Section
Field Name |
Description |
|---|---|
Enable Portal User |
Gives this End User access to the End User Portal. If the End User has an Email Address, a setup email is automatically sent to them. |
Require MFA |
When “Enable Portal Access” is toggled on, you will see this toggle.
Requires this End User to set up Multi-Factor Authentication to log into the Portal. See also: Configure Multi-Factor Authentication (MFA).
Note: You must enable this setting if you want this End User to have Remote Access. |
Portal Group |
When “Enable Portal Access” is toggled on, you'll see this dropdown menu for Portal Group.
Select the Portal Group, which contains the permissions this End User has within the Portal. See also: Work with Portal Users & Permission Groups. |
Microsoft User Details Section
Note: To see Microsoft-related information about Contacts/End Users, you must have previously integrated with Microsoft/mapped Syncro Tenants and set up MS Entra ID User Sync.
| Field Name | Description |
|---|---|
| Last Sync | The length of time since Microsoft data was last refreshed in Syncro. |
| User Disabled on Microsoft | This line is shown only if the user is disabled in the Microsoft Tenant. (This doesn't necessarily mean the End User is disabled in Syncro.) |
| MS User Principal Name | The Microsoft Entra ID unique identifier for the user. |
| MS Licenses | The type of Microsoft License(s) the user has,, e.g., Premium, Standard, etc. |
| MS MFA Status | The status of MFA on Microsoft. E.g., Enabled. |
| MS MFA Methods | The MFA methods in Microsoft. E.g., SMS Code, Phone Call, etc. |
| Last MS Activity | A date/timestamp of the last time the user was active in Microsoft (i.e., last logged in). |
Emails Section
Field Name |
Description |
|---|---|
|
Receive Billing Emails Receive Marketing Emails
|
Toggle each of these email categories on or off for this End User.
Notes:
|
Main Page Area
Tips:
- Each of the sections in the Main Page area is collapsible. Click any downward-facing caret on the section header to collapse it; click the right-facing caret (>) to re-expand it.
- This page automatically displays in edit mode. If you decide to make changes, be sure to click Save Changes at the bottom of the page. If you're only here to view the End User's information, you can use the navigation link or click Cancel.
End User Details Section
This section contains most of the basic contact information for the End User.
Field Name |
Description |
|---|---|
| Name* | The first and last name of the End User. This is the only field required for a new End User. Once saved, it appears in the top of the left side panel. See Navigation. |
| Job Title | The job title of the End User. The Job Title also appears in the top of the left side panel under the End User's Name. See Navigation. |
| The primary email address for this End User. When new Tickets come in, Syncro attempts to match the End User based on email so they're associated with the right person. This email is also the default way the End User can log into the Portal. Therefore we highly recommend that you complete this field. | |
| Additional Emails | If there are additional email addresses for the End User (for example, if they sometimes email you from a personal email address), you can add them here (comma-separated list). |
| Phone | The phone number for the End User, with or without an Extension. |
| Mobile | The mobile phone number for the End User. If you have the “SMS Service Enabled” box checked for the (Customer) Organization this End User belongs to, this is the number they'll receive messages on. |
| Direct Report |
Contains the (Customer) Organization Name and other End User names to enable reporting hierarchies.
Note: A direct report's email will always be included via CC on emailed Ticket Communications. |
| Saved Locations/Sites |
Helps you keep track of where this End User is located.
Select from the (Customer) Organization address (if available) to pre-populate the Address, or manually enter an Address for the End User. Once saved, the Address appears in the top of the left side panel. See Navigation. |
| Address Line 1 | The street address for the End User. |
| Address Line 2 | The second street address line for the End User. E.g., for a Suite number. |
| City | The city where the End User is located. |
| State | The state where the End User is located. |
| Zip/Postal Code | The zip or postal code of the End User. |
Associated Assets Section
The Associated Assets section displays any Assets associated with this End User. The table shows the Name, Type, and if available, Serial number of the asset. Click the Asset Name to navigate to its Details Page (opens in a new browser tab).
Note: You can assign Assets to Contacts/End Users from the Asset Details Page, in the Owner Information section ("Assigned Contact" field).
Custom Fields Section
This section displays any Custom Fields you created for Contacts/End Users so you can edit their values.
You can click the “Manage” link in the upper right corner to create, edit, delete, or reorder Custom Fields related to End Users. For more information, see Custom Fields for Organizations & End Users.
Credentials Section
To add a new Credential for this End User, follow these steps:
- Click the “+New” link in the section header. Syncro displays a new row at the bottom of any existing credentials.
- Enter the Name, Username, Password, Host/URL, and any Notes for the new credential.
- Select the End User Portal Visibility: Private or Public.
- Click Save Changes.
To edit an existing Credential, click it's right-facing caret (>) to expand the section. You can inline edit the values, then click Save Changes.
To delete an existing Credential, click the trash bin icon, then confirm your choice in the pop-up window.
For more information about Credentials, see About the (Masked) Credentials Subtab.