Syncta

Links to all of the articles that help you get you started as a new user

Onboarding Checklist

Details about what's offered in each of Syncta's plans for testing companies

Syncta's Plans

Selecting Your Subscription Plan

What you need to make the most out of Syncta

Recommended System Requirements

Creating Your Syncta Account

What to Do After You Sign Up With Syncta

How testing companies and purveyors can perform a test, add customers, service locations and assemblies with Xpress Test

Performing a Test With Xpress Test

Adding Customers

Adding Backflow Assemblies

Adding Service Locations

Scheduling Tests

Testing Backflow Assemblies

Selecting a Test Report for a Water Purveyor

Adding a Water Purveyor's Certification Number to a User Profile

Using the Search Page

Angela

This collection outlines the steps needed to start using Syncta

Getting Started With Syncta

How to invite other users from your company

Adding New Users

Setting Up a User's Signature

Adding Tester Certification Number(s)

How to add, edit or delete gauges, and how to set a default gauge

Adding and Updating Gauges

Help with deciding what role to set for a user

User Role Definitions

How new users of Syncta can set up their user profile by adding their address, tester certification information, and other details

Setting Up Your User Information

How users can set up a two factor authentication method in Syncta if their company requires it

Setting Up Two Factor Authentication

User Setup

Adding and Updating Test Prices

How to activate and set up test validation rules for assemblies

Creating Test Validation Parameters

See where users are at and where attachments are uploaded using map icons

Location Services

What to do when you need a new backflow test report form set up within Syncta

Setting Up a New Test Report Form for a Water Purveyor

How to enable email receipts in Stripe when charges are processed

Turning on Receipts in Stripe

Ensure that your customers receive backflow test reports

Turning on Emailed Backflow Reports for Customers

Setting Up the Customer Portal

How to turn on two factor authentication for your company

Activating Two Factor Authentication for Your Company

Company Setup

syncta.com

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.