How to Get Started

Thanks for signing up for Synappx^™. Get ready to experience productivity wherever you Go!

Here’s what happens next:

The assigned administrator receives an email to choose Google Workspace or Microsoft 365 as a cloud service provider.
After the admin chooses a service provider, a second welcome email will arrive in the admin mailbox with instructions to log in to the Synappx Admin Portal.
Log in to the Synappx Admin Portal and start adding users and workspaces.

Step 1: Choose Provider

Note: The assigned administrator for Microsoft 365 or Google Workspace must have administrator privileges for that service.

After a Synappx account is created for your organization, the assigned administrator will receive an email with a link to select either Microsoft^® 365 or Google Workspace^™ as a cloud service provider. This provider defines how Synappx manages the users and calendar within the organization.

Here’s how:

Select the link to choose your provider. The Synappx service validates the domain with the provider.

If validation fails, you will see an error message. Ensure you selected the correct provider.
When the domain is validated, you will receive another welcome email with instructions to log in to the Synappx Admin Portal. Select the link.

Synappx Admin Portal

After selecting a provider (Microsoft 365 or Google Workspace), the administrator will receive a second email with a link to the Synappx Admin Portal.

The Synappx Admin Portal is a browser-based platform designed for administrators to manage key components (e.g., licenses, workplaces, users) of Synappx Meeting and Synappx Go. Admins log in with the organization’s Microsoft 365 or Google Workspace account. It is recommended to use the latest version of Google Chrome^™ or Microsoft Edge.

Admin Portal for Microsoft 365

Admin Portal for Google Workspace^™

Before logging in to the Admin Portal, follow the steps described in the second welcome email to allow Synappx to communicate with your Google Workspace instance. This includes registering the Client ID and Application Programming Interface (API) scopes in the Google Workspace Admin Console. The steps from the email are in the procedure below.

Select Google Workspace as your cloud service provider in the initial welcome email.
Upon receiving the second welcome email, follow the instructions to set up your Google Workspace Admin Console to communicate with Synappx.
1. In Chrome or Edge browser, go to https://admin.google.com.
2. On the left menu, select Account. Select Admin Roles and Create new role.
3. Enter a custom role name (e.g. Synappx Admin) under Role info, add a description, and select Continue.
4. Scroll to Admin API privileges, scroll down or search to find the following three privileges, configure as shown, and select Continue.
  - Enable Users, Read.
  - Enable Groups, Read.
  - Enable Domain Management.
5. Select Create Role.
6. On the left menu, select Account, then Admin roles. Select the new custom role name (e.g. Synappx Admin), then select Assign Role.
7. Select Assign Users.
8. Select names from the dropdown and continue until you’ve added all the users to this custom role.
9. Select Assign Role.
10. Open the Synappx Admin Portal. On the left menu, navigate to Settings/Admin Users and use the plus icon to add additional admins from the newly created Google Custom Role.

Notes:

A Google User without a Custom Role added as an Admin to the Synappx Admin Portal will have limited access to some features and will receive an error message.
If before using Synappx Go v3.4, you imported recommended scopes to support Synappx Go via a service account, delete those before proceeding with custom role creation.

Below is a summary of the capabilities and limitations of the three types of Google Users. Other features not shown are supported for all.

Synappx Admin Portal Features	Google Workspace Administrator	Google User with Custom Role	Google User without Custom Role
Domain Page	feature supported	feature supported	feature not supported
Admin User Import	feature supported	feature supported	feature supported
Workspace Import (individual)	feature supported	feature supported	feature supported
Workspace Import (Group)	feature supported	feature supported	feature supported
Mobile User Import (Individual)	feature supported	feature supported	feature supported
Mobile User Import (Group)	feature supported	feature supported	feature not supported