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  2. Account Management

Account Management

Learn how to set up your account, use account tools, manage users, and more

Account Set-up

  • Managing my Account Profile
  • Setting up Account Notifications for the Agency
  • How to Create an Account and Set Up Workspace on Synup
  • Setting up SSO for your Synup account
  • What is Single Sign-On (SSO)? How does SSO work?

Agency tools set-up

  • Agency Tools: Scan Tool Setup
  • Agency Tools: Client Email Notification Setup
  • Agency Tools: Manage your Notification emails
  • Agency Tools: Dashboard Set Up
  • Manage your Scan Tool Leads
  • Agency Tools: Types of Agency Notification emails
See all 7 articles

User Management

  • How to Disable Users
  • How to Delete Users Permanently
  • User management: Understanding Roles and Permissions
  • How to Invite Single User to your Account
  • How to Invite Multiple Users via CSV
  • How to Manage Users
See all 9 articles

Billing

  • How to update billing information associated with my account
  • How can I access my account subscription and billing information
  • How can I download an invoice
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