4.1 System Settings - User Management

The following sections will help you navigate through the process of adding new users within your organization. We recommend inviting users who need to help you manage and support your products as soon as possible, so they can collaborate with you in the same organization.

Invite people to join your Organization

We recommend inviting team members (see the Add a User section of this article) who will need to open support tickets and manage devices or licenses, if applicable. This ensures all tickets are tied to your organization, and avoids employees creating their own Sync organization to open support tickets. 

For further information on how to add and manage users, rooms and devices, please refer to the pertinent documentation in the Sync Admin Guide.

Accept people’s Request to join your Organization

If an employee tries to set up a new Sync organization with the same name, using the same email domain as the one you’ve registered, they’ll be prompted to request access. When this happens Sync owners and administrators will be notified. Access requests are limited to users within the domain(s) registered to your organization in Sync Portal. 

We highly encourage you to proactively invite people to join your organization in Sync Portal and to not rely on this method as an alternative route for people to join your team. 

To manage access requests from Sync Portal, you can navigate to the View Requests option to approve or deny each request as needed and assign the appropriate role to those users you accept into your organization. Once approved, users will receive a follow-up email with further instructions.

Please remember that tickets created by users within Sync ticketing will be visible to your organization as long as they’ve joined your Sync organization prior to creating these tickets. If they’ve created tickets in a different Sync organization, these tickets won’t be merged with your Sync organization later on. To optimize ticket management, ensure that you’re inviting everyone who needs to be part of your Sync organization before they need to request access.

For further guidance on how to link your domain with your Sync organization, please see Sync Self Service SSO.

User Types

User account role types and permissions

Sync Administration by Role

Add a User

Adding a user is done by invitation to a user email address. When adding a new user they must be assigned a role. Different roles have different functions and permissions with the Sync Portal. 

Create, edit and manage user accounts in Sync.

1. Open the following link: https://sync.logitech.com/login and enter admin email and password to login.

2. Go to System.

3. Click on Users. 

It is recommended that at least 2 "Owner" roles are assigned to different users in an Organization. This will minimize issues around Sync Portal permissions if an owner leaves an organization.

Note: "Owner" and "3rd party" roles have equivalent permissions within the Sync Portal.

1. Click on “Add a User.”

2. Enter the required information.

   • New User Email

   • Email account of the new user

   • Assign Role

3. After entering the required information, click on the Send invitation button.

4. Ask the user to open their mailbox to check if they received the invitation email.

5. The user will need to click on the Join the team button.

6. The user will need to enter the required information and complete the activation. 

Note: End-users can only exist in one tenant.

Edit Settings

A user’s settings can be edited by selecting the user from the list of users in the organization and viewing their profile, or by clicking the edit settings (sliders) icon next to the user’s name.

An "Owner" or "3rd party" role can edit another user’s role after they have been added to the organization. A user cannot edit their own role.

• eg. An "Admin" can be made an "Owner", by another "Owner" or "3rd party Role."

Note: Email addresses cannot be changed after an account is created. If you would like to use Sync with a different email address, you'll need to create a new Sync account and add it as a user with your preferred permissions (i.e Owner, Admin, etc).

1. Go to the Users menu.

2. You will see the list of users available on the tenant.

3. To select the user that you want to check or modify, click on the user name.

    

4.  You will see the information of the user. You have two options you can change:

   • Role

   • If you want to promote or demote the user rights, select the corresponding role.

   • Leave Organization

   • With this option you can restrict the access to the Sync tenant from the selected user.

You can define access control for users that have the  "Admin," "Installer," and "Read Only" roles. You can not define access control for users that have the "Owner" role. You must be an Owner to set definitions. Click on the selected user in the list and define access by checking or removing the checkboxes in the right-hand pane.

Download data

This is available to all roles. User data can be downloaded in bulk or individually in .csv file format with the following fields, per user:

• Email

• Family name

• Given name

• Role

• [User] Created at [date:time]

• [User] Updated at [date:time]

Delete

An ‘Owner’ or ‘3rd party’ role can delete another user from the organization.

1. Go to the users menu.

2. You will see the list of the users available on the tenant.

3. Check the user that you want to delete. 

4. Click on the “Delete” button.

5. Accept the confirmation to delete the user. Click on “Yes, I’m sure”