How can we link our Operational and Reserve Accounts in the Synctera Console?
Only users with the ability to link external accounts can complete this process. The built-in Restricted External Accounts role allows this and can be assigned by any of your administrators within the Console’s User Management section. How to …
How do we enable case notifications for an employee?
To enable case notifications for an employee: 1. Log into the Synctera Console. 2. Once you are in the Cases and Configuration. 3. From there, you can click on any case type and Update the default assignees you would like for any specific…
We have new employees joining, how do we give them access to the Synctera console?
You should have an admin set-up internally within your team and that admin will have the ability to grant and change access for all members of your team. The admin can do this within the Synctera Console here: https://app.synctera.com/user-ma…