Related Articles
6- Congratulations And User Preferences
Congratulations, you have now set up your customers, your profiles and mapped your licenses to your PSA agreements. From here, we will be automatically synchronising changes and saving you time and money! We believe the best way to save you money is ...
Getting Started Overview
Welcome to Sync 365! We're thrilled to have you join us. Sync 365 was created to save you time, keep your customer agreements up to date, and simplify your daily operations. Once you set up and connect your customer licenses to your PSA (Professional ...
End User Self Service Portal (Direct CSP Only)
We have released Version 1 of our End User Portal. *Additional cost for end user portal applies Version 1 Features Grant access and different security levels to an end user for their company Adjust quantities of existing subscriptions Add a custom ...
Autotask API Configuration
For your initial setup, follow on with our Getting Started Guide Step 1: Creating an API User Follow the Autotask instructions for –Adding or editing an API user (autotask.net) Navigation: Autotask menu>Admin>Account Settings& Users>Resources/Users ...
Filter license by Office/department/city/state
A unique ability that Sync 365 provides, is to be able to filter your Office 365 licenses to split billing up for your clients. Use case 1: You have licenses that you add for your MSP to provide services and do not bill the client for. You can ...