Just as a heads up / additional information for you and the development team.
We have two of our Corporate accounts that have made this a hard requirement for working with us, so we are going to be at least moving them off of Syncro and our management team is discussing moving everything off of Syncro because of this. We’ve been with Syncro since the beginning and RepairShopr before that and I don’t want to see us go, so please put as much weight behind this particular request as you have the ability to.
So, if I understand correctly, this feature would allow you to grant users (employees) access to specific customers, improving efficiency and security within our organizations? Sounds great!
To clarify, this would…
Simplify Workflow: Assign users to customer groups, enabling focused support and streamlined onboarding for new team members.
Strengthen Security: Limit user access to sensitive information, safeguarding client data and enhancing confidentiality.
Tailor Access to Roles: Customize user permissions based on responsibilities, ensuring people can access the right customers.
Make the new Teams plan make sense, and would have me upgrade immediately.
This feels like an issue we will only be able to avoid running into for so long while we’re growing our customer base. Inevitably, it will come up and be a non-starter.
Would like some permission management system similar to IT Glue’s, if you can get it implemented quicker by modeling off of something.
(but as always with security… not part of a paid/premium plan, but rather a core requirement)
Bravo! I expressed my grave concerns 5 years ago when I signed on with Syncro. I hope being at the top of the list means …coming soon to a desktop near you…
This was released however it unusable for techs to do their jobs. There are only 39 possible permissions out of the normal, 191 permissions available.
Any to increase the possible permissions? Or a better way to block tech’s access to specific customers?
Unfortunately, Jeff, it isn’t currently possible to allow customers to have as much feature functionality as techs.
Hopefully, maybe, one day Syncro can expand on these permissions to meet feature parity with their competitors who do allow an MSP’s customers to use the system as their own helpdesk support tool.
“Record Curtaining” with group / team members is a concept that was implemented in databases going back to the 90’s. Technicians should not be able to see a customers’ company or contact name, assets, tickets at all unless they have been expressly given access to it. It should be Item 1a. in the ACL list.
Probably nixed because doing a look up on every query would cause too much load on the servers. I have abandoned all hope for this after waiting patiently for 5 years and share site / asset information with new guys in RoboForm, and have the tech coordinator enter their time and charges until they pass the 90-day eval.
Simplify Workflow: Assign users to customer groups, enabling focused support and streamlined onboarding for new team members.
Strengthen Security: Limit user access to sensitive information, safeguarding client data and enhancing confidentiality.
Tailor Access to Roles: Customize user permissions based on responsibilities, ensuring people can access the right customers.
Make the new Teams plan make sense, and would have me upgrade immediately.
I expressed my grave concerns 5 years ago when I signed on with Syncro. I hope being at the top of the list means …coming soon to a desktop near you…
