Introduction to the customer portal
- Thomas Speekenbrink
- Remco Visser
- Véronique Borel
Overview
When you are the SuperOffice Admin, you are the person who is able to perform the signup for the Synchronizer environment.
As an admin user, you can set up the Synchronizer. This means creating a profile, editing different settings and linking the SuperOffice users to their external email account.
Profile
A Sync Profile is a collection of settings and linked users who use the same email system. Usually, a company has 1 email system, and in such cases also one profile is needed. If a company has multiple email systems, like Microsoft 365 and a handful of Google Workspace users, then the company would need two profiles.
When setting up a sync profile, you will have to enter SuperOffice and Exchange/ Microsoft 365/ Google credentials. But what are they used for? The credentials which you fill in are used for linking the profile to SuperOffice and the external email system.
The authentication which is filled in on the first page (Configure Systems) of the sync profile, is only used for the configuration of the sync profile. Without this information, we would, for instance, be unable to find out which user needs to be linked to which user.
The Synchronizer impersonates every linked user separately. So, therefore there is no need to have a single SyncUser with Impersonation or Delegation rights on your email platform anymore.
Settings
Within a profile, there are different settings you can edit. See this chapter for a detailed look at all the settings
Link Users
On the Link Users page of the profile, SuperOffice users can be linked to their external email account. More info in this chapter
The Synchronizer is very flexible and allows you, as the admin, to enforce/override user settings or let everyone determine their own settings. Each user is (by default) able to change his/her own settings as they please, simply by just logging in and clicking the Edit Preferences button.
How and where to log in for Admin users
To log in as admin go to Synchronizer
Log in with the Login with SuperOffice button and fill in your SuperOffice credentials
In the admin portal, you can go to:
- Profiles: See your Profile(s) and manage them.
- Status: See the status of your users. When there is an issue you can see the issue by moving your mouse pointer to the warning message in the status overview.
Note: When the external email system password of one of the users expires they will automatically receive an email telling them where and how to change it in their Synchronizer account. - Account: Here you can administer General settings, you can add more admin users more info, change your password and see your invoices
- Subscription: When your subscription is handled by SuperOffice there is not much to see here. Otherwise, your subscription and billing information can be found here.
