The “Security Control” feature, allows you to group your users into roles, those roles can be later assigned in the user edit screen. In this page you can perform the following actions: Add role, edit role, delete role (single or multiple). To get into the Security Control page, click your […]
Exporting Data
Exporting data from SyncMonkey is easy. To begin your export of a company, navigate to the company you’d like to export. Click the 3 dots button on the top right then click “Export” to generate a PDF. This may take some time depending on the company size. The exported PDF […]
HR Module
Designed to act as a digital employee file that securely stores and tracks internal employee information such as contact information, performance reviews, and vacation tracking; the HR Module unifies all employee information into one central location. To access the HR Module, you will need a premium SyncMonkey license. From the […]
Data Import
There are several ways of how you can import your data in to SyncMonkey. The easiest way to import your existing customers and their core information such as Companies, Sites, Contacts and Configurations is using our integration with any of the supported PSA’s. You can utilize our import tool for […]
Multi Factor Authentication
All Tenants, Users, and Client Portal Users are protected by 2FA with Twilio Authy. Download the IOS or Android application to utilize the one touch authentication service. Once the app is downloaded, you’ll get an MFA text to your phone number where SyncMonkey will be added as an account. […]
Dashboard Notifications
The notification section is located on the main dashboard of your home screen on the top lefthand side. Here will appear notifications for expiring and near expiring software licenses, work anniversaries, employee birthdays, SSL expirations and more.
Global Search Function
The global search function can streamline your operation and make it easy to find what you are looking for in the system. The global search located in the top right-hand corner (Next to the clock) can be used to crawl the entire system. This is a great tool if you […]
User Management
In the Tenant Users page, you can perform the following actions – Add user, edit user, Delete user (single or bulk). Adding users To get into the tenant settings page, click your user icon at the top right corner of the screen and select Company Settings. From the left pane […]
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Registration: To register for SyncMonkey’s 15-day free trial go to https://my.syncmonkey.com/register and fill out the following Information: First Name > Last Name > Company Name > Email > Password > Confirm Password Click the ‘REGISTER’ button to complete. *Note – Your registration and account information will automatically transfer over if […]