SynGMB

Team and invitations

Invite teammates and clients, understand roles, and keep accounts secure.

Roles

  • Owner and admin: everything, including connecting Google, branding, the audit log and API tokens for the whole organization.
  • Manager: works across the organization on reviews, posts, locations, reports and invitations.
  • Client approver: sees one client and can approve replies, posts and profile changes.
  • Client viewer: sees one client and can only read.

Invite someone

  1. Open Settings, then Team. Owners, admins and managers can invite.
  2. Enter the email, choose the role and, for client roles, the client.
  3. Send the invitation. If email is not set up, copy the link shown on screen and send it yourself. It is shown once.

The invited person opens the link, creates their login and sets up two-factor sign-in.

Security

Two-factor sign-in is on for everyone. Owners can reset another member's two-factor if they lose their phone. That signs the member out everywhere, and they set it up again at the next sign-in.

You can change your name and password, get new backup codes and choose light, dark or system theme on Your account, in the menu at the top right. The Audit log (owners and admins) records who did what.

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