Note: If you purchased Pro Teams prior to March 2023, click here for our legacy teams support guide.
Congratulations on choosing Pro Teams. With Pro Teams you can:
Additionally, with the Pro Teams+ Unlimited plan, you can:
In this article:
Pro Teams includes an administrator “super-user” account. If you purchased the plan, you’re automatically assigned this role. From the Pro Teams+ admin panel you can:
The account administrator maintains ownership of all user accounts and files.
To access the admin panel:
A Pro Teams user is defined as an internal team member (typically an employee within your organization). External people you share with (such as clients and customers) do not count as users, as Pro Teams+ includes unlimited external sharing.
Adding your team members as users gives each member their own Sync account and sign-in credentials. If the people you are adding do not have a Sync account, they are considered new users, otherwise skip down to transferring in an existing Sync.com account, if they already have Sync accounts.
To add a new user account:
Uploading a CSV file:
Uploading a comma-separated values file is an alternative option better suited for provisioning multiple users in bulk. Download this CSV template file to get started (fill it in and upload it from the Invite Users prompt).
Manually adding users:
To manually add users, simply type or paste in their email addresses. Hitting enter or tab will confirm and move the email to the bottom of the text box. Click the Invite button to complete the process. This will send an email invite out to each user being added.
CSV file troubleshooting
What happens next?
Once you have added users, an email verification will be sent to each user, requesting that they activate their account. Billing and upgrade options for the user will not be visible for users (these features are managed exclusively under your Admin account).
Important: Before inviting an existing Sync user, ensure they have installed the latest version of the desktop and mobile app.
You may have team members that previously created their own Sync.com accounts. With Pro Teams+ you can consolidate these accounts, which makes management and billing easier, and ensures that you retain ownership of your organization’s accounts and files.
To transfer in an existing Sync user account:
Follow the add user instructions above.
Accepting a transfer invite:
For security, each user you invite will be sent an email confirmation, which will start a one-time data migration. Users are required to:
You can manage user settings from the Pro Teams user admin console. If you want to manage granular permissions per user, per folder, you would do so by creating team shared folders.
To access user settings:
Password reset: This allows you to choose a new password for each user.
Change role: This will allow you to choose a new role for the user (only available on Pro Teams+ Unlimited).
Remove user: There are two options here. The first allows the user to keep their account open but downgraded to a free account with all the files and data still available. The second option destroys the whole account, including all its data. Both options free up a seat on your team.
Once you have removed a user, if you no longer require the user seat, contact Sync support to have it removed, so it doesn’t renew at the end of the current billing term.
The Pro Teams+ Unlimited plan includes role-based access control. Administrators can create roles (such as Sales, HR, Management, etc.) and assign different permissions for each role. Each user can be assigned to one role. Role permissions include:
Pro Teams includes two non-configurable out-of-the-box roles:
With the Pro Teams+ Unlimited plan you can clone the Administrator role (by creating a new role named ‘Administrator 2’) and assign the cloned Administrator 2 role to multiple users. Pro Teams Standard supports only one Administrator, which is automatically assigned to the account owner (first account).
Once you’ve set up user accounts you will want to create team shared folders, which enable centralized file access and collaboration. With team shared folders you can:
You can create and manage team shared folders yourself, or delegate the management of shared folders to any other user.
See the creating team shared folders article for more details.
Pro Teams includes unlimited external file sharing with links, and the people you share with do not need a Sync account. With shared links you can:
You or any team member can create shared links.
See the creating shared links article for more details.
Users can enable security settings such as two-factor authentication from their account settings tab:
If you have used up your existing user seats, you can add additional seats as follows:
Increasing the number of seats requires Administrator role access. When you add additional user seats, billing is pro-rated for the remainder of the current term. This ensures that the renewal date for all users is aligned, which makes single invoice billing on renewal easier to understand. You would then be billed the full amount at the end of the term (on renewal, if you choose to renew the user seat).
The Pro Teams administrator can transfer ownership as follows:
To transfer ownership of your account you will need to change the email address as outlined above, as well as update/remove your billing profile, and enable email-based password reset (allowing the new owner to reset the account password easily).