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.

User Types

User account role types and permissions

Role

Permissions

Owner

Users and Room/Desks management: This user can add/remove rooms and add/remove users from their organization. 

Support Management: This user can open and manage support tickets.

License Management: Can view contracts and assign licenses.

Sync Admin

Users and Room/Desks management: This user can add/remove rooms but cannot manage users. 

Support Management: This user can open and manage support tickets.

License Management: N/A.

Device Admin

Users and Room/Desks and device management: Can add rooms/remove rooms from their organization, but cannot manage users. They can configure and update devices. They cannot modify groups or update channels.

Support Management: This user can open and manage support tickets.

License Management: N/A.

Device Manager

Users and Room/Desks and device management: Can only configure and update devices. They cannot manage rooms or users nor manage license roles.

Support Management: This user can open and manage support tickets.

License Management: N/A.

Read Only

Users and Room/Desks and device management: This user cannot make any changes nor manage license roles. They cannot add/remove rooms or users and cannot modify settings.

Support Management: This user cannot open nor manage support tickets.

License Management: N/A.

Support Only

Users and Room/Desks and device management: This user cannot make any changes nor manage license roles. They cannot add/remove rooms or users and cannot modify settings.

Support Management: This user can open and manage support tickets.

License Management: N/A.

3rd Party

Users and Room/Desks and device management: This user can add/remove rooms and add/remove users from their organization and manage licenses. Used to differentiate from internal users.

Support Management: This user can open and manage support tickets.

License Management: Can view contracts and assign licenses.

Installer

Users and Room/Desks and device management: This user can only add new rooms.They cannot remove rooms, change settings, or manage users.

Support Management: This user can open and manage support tickets.

License Management: License Management: N/A.

Sync Administration by Role

Task

Owner

Sync Admin

Device Admin

Device Manager

Installer

Read Only

3rd Party

USERS

Add user

Configure user access control (access to groups)

Change user settings (i.e. roles)

Remove users

ROOMS

Add rooms

Remove rooms

Change rooms settings

Change room group

LICENSES

License Management

GROUPS

Add groups

Remove groups

Rename groups

DEVICES

Add devices to Sync tenant

Remove devices from Sync tenant

Move devices between rooms

Change device settings

Download device data

DEVICE UPDATES

See if updates are available for devices

Apply updates on devices

UPDATE CHANNELS

Add update channels

Remove update channels

Change update channels settings

INSIGHTS

View Insights data (from Insights home page)

Download Insights data (from Insights home page)

View Insights data (from room view)

Download Insights data (from room view)

ALERTS

Configure Alerts > Email Notification settings

Configure Alerts > Service Now integration settings

SUPPORT

Managing Support Tickets

Managing Sync Followers

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.”

  1. Enter the required information.

    • New User Email

    • Email account of the new user

    • Assign Role

 

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

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

 

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

  2. 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.

     

  1.  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. 

  1. Click on the “Delete” button.

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

 

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