Autotask Integration Before you begin, you will need the following: an API user created in Autotask (https://www.autotask.net/help/Content/4_Admin/1CompanySettings_Users/ResourcesUsersHR/Resources/API_User_Add_Edit.htm) your zone’s API URL (https://www.autotask.net/help/developerhelp/Content/APIs/General/API_Zones.htm) Your zone number is shown in your Autotask PSA URL (e.g. ww5.autotask.net is the America West zone) 1. Login as the Tenant Admin 2. Go to “Company Settings” […]
Customized Data Models
To cater to each MSPs unique business needs, SyncMonkey now allows users to create their own custom data models so they can store information exactly how they need. The steps to create your own data model goes as followed: 1) On your top right profile icon, go to Company Settings […]
SSL Certificate Tracker
Within the “Domain” tab for a specific client profile within the “companies” section, users can now track SLL certification expiry and subdomains.
Photo Gallery
Photo Gallery is a new built-in tab within individual client profiles under the “companies” section, that allows users to upload and view photos easily in a gallery view. Information for each individual photo is edited with these functions: Name Notes Delete
Improved Information View
When clicking on an entry for any asset type like a document, device, employee or software license, a revised pop-up card will appear containing more detailed information like names, password, etc. Related entries has also gotten a major improvement, because now users link any asset type with each other. Related […]
Password Vault
The Password Vault is a new pre-built tab within each induvial client profile in the “companies” section. Rather than having to go to a specific device or asset to see what the login credentials are, users can just search all passwords for one specific client in one centralized tab. Additionally, […]
Improved Search Functionality
Searching for specific documents and assets is now even more intuitive with our new system update. These new features include: 1) Direct link to searched entry When users look up a specific company, document, etc. within the main dashboard search bar, clicking on a specific search query will take users […]
Import Vault
Import your client list via CSV excel file from other platforms (example ITGlue), into SyncMonkey with our customizable mapping tool. This will allow you to seamlessly transfer over essential client information into SyncMonkey and organize it accordingly to the platform. When in the “companies” section tab, click on the 3 […]
Pwned Integration – Monitoring Compromised Accounts
SyncMonkey now integrates with Pwned, meaning that you will be notified immediately when information is compromised and there has been a potential breach in your data. If an account is compromised, there will be a Space Invader icon next to it as a warning. When you click the icon it […]
OTP – Password Sharing
OTP password sharing allows you to store MFA codes right in SyncMonkey giving your technicians the ability to efficiently secure and access your client’s cloud accounts. The feature is available in the Other Services section and Employee section. The configuration can be set with a manual entry or from a […]