Adding Members to a Team

    In Synclio, you can easily add a new member to a team, whether the person is already a member of another team or not. Adding A New Member: 1. Log in to your Synclio account and choose Setup. 2. Choose Teams & Members from the left panel. 3. All the existing teams will be displayed on the screen. […]

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    Removing Team Members

    Synclio allows you to remove team members from a team or from your account as required. Removing Members from a Team: The following steps guide you on how to remove team members from a particular team but still retain them in your account. 1. Log in to your Synclio account and go to Setup. 2. Choose Team […]

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    Primary Phone Number versus Find Me Follow Me Number

    Synclio includes two different types of numbers for each team member: Primary phone number and the Find Me Follow Me number: The Primary phone number is the default number to which calls are forwarded to when the member is assigned to any call rule. This must be a mobile number, but can be changed at any time […]

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    Group Email

    Synclio allows you to assign a Group Email address to your teams. Using Group Email is optional, but here are some of its advantages: Uniform Information Distribution: When you have a group email, all updates, information, and voicemails can be stored in the same place, giving access to all your team members. Follow-Up: Having a Group […]

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    Removing Team Members with Bulk Action

    Synclio saves you time by allowing you to remove members from a team or from the account through a bulk action, rather than one by one: Consider, you want  a Bulk Action While Removing Members From A Team: 1. Log in to your Synclio account and go to Setup. 2. Choose Teams & Members from the left panel. 3. […]

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    Admin User Privileges

    Synclio offers the following permissions and responsibilities to Admin users: 1. Numbers and Rules: Only Admins can configure the numbers and call rules associated with the account: Determining the type of numbers to be employed (local or toll-free) Adding new numbers Deleting numbers Creating and deleting call rules Configuring call rules (determining the time period when the […]

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    General User Permissions

    To prevent unauthorized or unintentional changes to your account, Synclio limits the capabilities of General User profiles. The image above is an example of a portion of the general user’s home screen. As you can see, the Setup and History tabs are missing because a General User doesn’t have configuration authority. In addition, The Voicemail tab will only display the […]

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    General User versus Admin

    Synclio allows you to assign some users as Admins who are able to make more extensive changes to your account settings. Here’s how the home screen looks for a General User and an Admin:                                                  […]

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    Group Phone Number

    Synclio‘s Group Phone Number feature is handy for small business where some employees may be part of multiple teams rather than just one team. You’ll find a field named Group Phone when you create a new team. Group Phone Number only gets activated when you have no members assigned to a team, but have used the […]

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    Round Robin Calling versus Round Robin Memory Calling

    The Dial Team call rule action is one of Synclio‘s many options for handling incoming calls. This action itself has two options: Round Robin Calling and Round Robin Memory Calling. Round Robin Calling: An incoming call is forwarded to the first member of the team. If he or she doesn’t pick up, the call goes to […]

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