Your Syncro Account contains your business profile information. 

By default, the information that shows here (and externally to your clients) matches what you entered when you first created your account. However, you can edit the information and add in more details, such as your business logo and brand color.

You can read on, or watch this short video to learn more:

Set Up Your Account

To update your Syncro Account, follow these steps:

1. Navigate to Admin > Syncro Administration - Account Settings. The Account Settings page displays:
   
2. Verify or edit your Business Name.
3. Optionally, update your subdomain. (This was initially generated based on the subdomain you specified when creating a trial.) This subdomain appears in your browser as [subdomain].syncromsp.com.
   IMPORTANT: If you change this, it will break any existing URLs that link to your Syncro site, so make sure you notify others who may link to it.
4. In the Contact section, verify or update your Email, Phone, Website, and Address. For IT Departments, the Email should be for your IT Operations manager (or similar person). Syncro account-level notifications are sent to this email address.
   Note: These details correspond to tags you can use in your PDF/Email Templates:

{account_street}}
{{account_city}}, {{account_state}} {{account_zip}}
{{account_phone}}
{{account_website}}
{{account_email}} 

5. Click Save Changes.

Add Your Branding

Your business logo may appear on Tickets, Invoices, Emails (via Templates), in the End User Portal, and on the Agent Contact Form (all external communication options in Syncro). 

Note: Your brand color will be used as the primary accent color in the End User Portal. Syncro recommend you adjust this color to match your business logo.

To add or update your branding (including your logo and brand colors) in Syncro, follow these steps:

1. Navigate to Admin > Syncro Administration - Account Profile. The Account Settings page displays.
2. Scroll to the Branding section:
    

3. If you want to use the new UI for your End User Portal, click the toggle to enable it. When enabled, all Organizations and their End Users will see the new UI. You can toggle this setting at anytime. If desired, you can leave this setting disabled and turn it on for individual Organizations when you create or edit them.
4. Click in the Logo area to upload a new image, or drag and drop an image file there. Files must be in .jpg, .jpeg, or .png format with a max size of 20 MB. You can crop the logo to display the area you'd like:
   

5. Click in the Brand Color field to select a color using the color picker. Alternatively, enter a specific hex code or toggle to select a color by RGB or HSL:
   
   Tip: Syncro stores the last few colors you selected at the bottom, so you can find the best color.

6. If you do NOT want your logo to display in the End User Portal, uncheck the “Show Logo in Portal” box. (This box is checked by default for new Syncro accounts.)
7. If you do NOT want your business name to display in the End User Portal, uncheck the “Show Business Name in Portal” box. (This box is checked by default for new Syncro accounts.)
8. Click Save Changes.

Manage Your Syncro Subscription

You can manage your Syncro plan at any time. 

Move from Trial to Paid Subscription

1. Navigate to Admin > Syncro Administration - Account Settings. The Account Settings page displays:
   
2. Click Update Plan to see the available subscription options. 
3. Select either the “Core Plan” or “Team Plan” subtab to view pricing information.
   Tip: Scroll down the page to see the Core vs. Team Plan features comparison.
4. Click Select Plan for the option you'd like.
5. Click Confirm to continue.
6. Enter your payment information and agree to the terms.
7. Click Subscribe.

Change or Cancel Subscription

1. Navigate to Admin > Syncro Administration - Account Settings. The Account Settings page displays your existing subscription information:
    
2. To change your subscription (e.g., upgrade from Core to Team, change from a Monthly to an Annual subscription, etc.): 
   1. Click Upgrade Plan to see the available subscription options.
   2. Click Select Plan for the option you'd like.
   3. Click Confirm to continue. You'll see a success message.
3. Alternatively click the “Cancel Plan” link to cancel. Payments remain active through the end of your current term, but your subscription will not automatically renew. (See also Cancel Your Subscription.)

Update Your Payment Method

To change your primary form of payment, your billing contact, and/or billing email currently on file, follow these steps:

1. Navigate to Admin > Syncro Administration - Account Settings. The Account Settings page displays your existing subscription information:
    
2. Click Manage, then select “Payment Method.”
   
3. Update your Contact and/or Billing information. 
4. When you're finished, click Update.

Tips: 

• This can be helpful for setting up an accountant separate from a Syncro user.
• To view any open subscription balances with Syncro, and view/download subscription invoices we have on file, select “View Invoices”:
  
  See also: Get Syncro Account Invoices.

Configure Syncro to Focus on RMM

If you're an MSP or IT Department who doesn't have a need for the Professional Services Automation (PSA) features related to billing and invoicing, you can remove them so you have a simplified, RMM-focused experience.

If you sign up for your Syncro trial and select “IT Department” as your Business Type, Syncro automatically configures your account to focus on RMM. There's nothing more you need to do when you convert to a paid subscription.

If you're an MSP and/or you're already on a subscription, you can toggle the “Disable Billing and Invoicing for this Account” to the On position:

This causes Syncro to hide PSA modules/features such as Invoices, Estimates, Payments, and their corresponding settings under Administration. If and when you toggle the “Disable Billing and Invoicing for this Account” switch Off again, Syncro will once again show these PSA modules and settings.

Information related to these features is also removed from the Organizations and Tickets areas, streamlining your Syncro experience so you can focus on the work you care about most. See Full Differences List for details.

IMPORTANT: Please do not switch the “Disable Billing and Invoicing for this Account” toggle On if your organization uses Syncro's invoicing and/or billing features. However, if you do this and have recurring invoices, your invoices will continue to be sent. 

Full Differences List

When the “Disable Billing and Invoicing for this Account” toggle is in the On position, you'll see the following differences in your Syncro account:

• Your initial landing page is the Assets & RMM tab/module (instead of Organizations). 
• Tickets tab/module:
  • Info sidebar excludes Billing Status
  • Action bar excludes Add/View Charges, Make Invoice buttons
  • New button excludes: Estimate, Policies, Scripts, Organizations
• Organizations tab/module: 
  • Overview panel excludes: Balances and references to invoicing
  • Details page excludes: Estimates, Invoices, Contracts, Payments, Purchases
  • New button excludes: Invoice, Estimate, Payment, Customer Purchase, Store Credit, Recurring Invoice
• Administration tab/module: excludes sections for Invoices, Estimates, and POS.
• Reports tab/module: excludes the entire Sales, Invoice, Profit & Loss, Payments, Tax, and Warranties sections, along with the following individual reports:
  • Open Balances by Organization
  • Credit Balances by Organization
  • Opt-Outs by Organization
  • Referrals
  • Purchases by Organization
  • Prepay Hours Balance by Organization
  • Splashtop Billable Usage by Organization
  • Pending Ticket Charges
  • Tickets Without Charges
  • Consumables Usage