Step 8: Add Users, Allocate Licenses and Add Admins (Optional)

Images show Microsoft 365 as an example.

1. Go to the Users page and select (+).
2. Type a few characters from the User name field. Microsoft 365 or Google Workspace users will populate. Select from the list shown. Then select Save. [View Image]
3. Groups of users may be added using the same procedure by first checking the Groups box. Repeat until all desired users are added.
   
   User(s) appear on the inactive list on the Users page. [View Image]

Import Users

Images show Microsoft 365 as an example.

1. Select the Add Multi-Users icon.
2. The Import of Multi-Users window will appear. Follow the Process guidelines. The file has a maximum of 50 Users and 500KB. [View Image]
3. Select Choose File. Choose the.csv file from the document library. Then select Open. [View Image]
4. The uploaded file will appear in the Process pop-up window. Select Save. Users in the .csv file will be added to the users list. [View Image]

Admins can allow frequent guest users to use the Synappx Go mobile app and Synappx Meeting to operate Sharp MFPs and displays or to aid in conducting meetings. For example, a real estate broker can invite real estate agents who use their office (but have separate email domains) to use Synappx Go to easily share image or proposal files to a meeting room display with co-workers or clients The guest user can scan, copy, or print files with personal settings from their mobile device. Users can be a Synappx guest user for multiple companies but must be provided with a Synappx Go license in each company.

The following is the list of supported Synappx Go features by guest type:

¹Guest users who have existing Synappx Go logins to Microsoft 365 or Google Workspace may be requested to accept an additional calendar access permission to use Meet features. Access to features may vary as per permissions set by the organization.
² Workspaces on the Meet page will only reflect workspaces for (a) the first company that added you as a guest OR (b) your home Synappx company if you are also a regular licensed Synappx Go user.
³ For ad hoc meetings, guests can select a workspace to start a meeting in your home company (if you have a home Synappx license) or a workspace in the first company that added you as a guest; however, the workplace in the guest company will not be checked or booked on the calendar.

To Invite A Guest User:

1. Go to the  Users  page and select  (+).
2. At the bottom of the page, enter the Guest User Email, First Name, and Last Name in the respective fields. Then select Save. [View Image]
3. The Guest User will receive an invitation to become a Synappx guest. They will accept the Invitation if they want to use Synappx as a guest. [View Image] For more information see Guest User Support.
4. The guest user name is shown on the Admin Portal Users page as a Guest (Unverified) until the guest accepts and selects their email sign-in account type (sign in with Microsoft 365, Google Workspace, or create a new Synappx guest account using the email the Admin provided). [View Image]
5. When the guest user accepts the invitation and selects their email sign-in account type, the Admin Portal will show them as Guest. Admins can resend an email if the guest user did not receive it by selecting the envelope. [View Image]
6. When the Admin sees the guest user accepted the invitation to be a guest and assigns a Synappx Go license, the guest user will receive an email with information to download the Synappx Go mobile app. [View Image]

1. From the Users page, check the box(es) of the user(s) to license and select Assign License. [View Image]
   
   License status will change to Active. Newly licensed users will receive automatic notification emails with instructions to download and set up the Synappx Go mobile app. Print release driver instructions need to be provided to licensed users. [View Image]

Optional: Manual Entry or Import User ID Card Numbers

Integration with either of these systems requires entry of supported user ID card numbers in one of three ways:

• Manual entry, editing or deletion of card IDs on this Users page
• Import of user ID card numbers associated with supported Users
• Synappx Go mobile entry of card numbers by each user