{"id":13430,"date":"2026-09-23T10:39:19","date_gmt":"2026-09-23T08:39:19","guid":{"rendered":"https:\/\/usyncro.com\/?docs=initial-account-setup-v1"},"modified":"2026-09-24T09:51:06","modified_gmt":"2026-09-24T07:51:06","password":"","slug":"initial-account-setup-v1","status":"publish","type":"docs","link":"https:\/\/usyncro.com\/?docs=initial-account-setup-v1","title":{"rendered":"Initial account setup V1"},"content":{"rendered":"

Table of content:<\/b><\/p>\n

    \n
  1. \n

    Company data and invitations<\/a><\/p>\n<\/li>\n

  2. \n

    Invoices<\/a><\/p>\n<\/li>\n

  3. \n

    Visibility customization<\/a><\/p>\n<\/li>\n

  4. \n

    Notification settings<\/a><\/p>\n<\/li>\n<\/ol>\n

    \n

    \n

    Click on the three-bar menu of your USYNCRO<\/b> account to get started.<\/p>\n

    Once opened, access the \u00abMy Account<\/b>\u00bb section of the main menu.<\/p>\n

    \n

    <\/div>\n

    \n

    The next window will open and you will be able to see your personal data and the different sections that will be discussed in this article. If you want to know how to change your password, you can visit the article, How to change my password?<\/a><\/p>\n

    \n

    <\/h1>\n
    <\/div>\n

    First, go to \u00abMy Company<\/b>\u00bb to access all the data of the company you are registered with.<\/p>\n

    \n

    In this tab you can fill in all the data of your company such as: location, registration or contacts. At the same time, on the left side, with the \u00a8+<\/b>\u00a8 button, it is possible to upload the company logo.<\/p>\n

    \n

    \n

    <\/div>\n

    <\/h1>\n

    In this tab it will be possible to invite new members to the company<\/b>. The current members of the company will be visible in the table, as shown in the image, and by clicking on the box at the right of the table, you can establish each member as a manager if is required.<\/p>\n

    \n

    Note<\/b>: by checking the \u00abAlways add file creator as manager<\/b>\u00bb checkbox, automatically the file creators will have the permissions set for the manager role and you will find a checkbox to disable the accounts of inactive users. By clicking on the \u00abAccount Enabled<\/b>\u00bb checkbox you will be able to enable and disable the accounts of those invited to your company.<\/p>\n

    \n

    If you wish to include more members to the company proceed to click on \u00abAdd new members<\/b>\u00bb in order to invite them.<\/p>\n

    \n

    Also, It will be possible to set the time of preferences to receive notices that a record is inactive<\/b>. A record is considered inactive when it has not been modified for 14 days<\/b> or more. When this happens, we notify the observers at the chosen time every 7 days<\/b>.<\/p>\n

    \n

    <\/div>\n

    If you want to invite another member of the company you must fill in the following fields: name, email and language. You should also establish if you are a \u00a8Company owner<\/b>\u00a8 or not.<\/p>\n

    \n

    COMPANY OWNER<\/b>: is a member of the company who can manage the visibility permissions and invite different other members.<\/p>\n

    \n

    Note<\/b>: once the person has been invited, the selection of the company owner cannot be reversed.<\/p>\n

    \n

    When you have finished filling in and validating the information, click on \u00abInvite this user<\/b>\u00ab. An email will be sent to the user’s email address to join the platform.<\/p>\n

    \n

    \n

    <\/div>\n

    Once you have sent the invitation to your member, the invited person will receive the following e-mail to access the platform by clicking on the \u00abLog in<\/b>\u00bb button.<\/p>\n

    \n

    \n

    <\/div>\n

    \n

    After clicking on \u00abLogin<\/b>\u00bb the guest will be redirected to the window shown in the following image, where he\/she will be able to set the password to access the platform:<\/p>\n

    \n

    <\/div>\n

    Once the password has been set and you have clicked on \u00abSend<\/b>\u00bb you will be redirected to the list of records of your account and with full access to the platform functionalities.<\/p>\n

    \n

    <\/div>\n

    \n

    \n

    <\/h1>\n

    In the following tab called \u00abInvoices<\/b>\u00bb you can view the usage<\/b> and expenses<\/b> that have been incurred to date within the platform, with their respective denomination so that you can keep track at all times.<\/p>\n

    \n

    As shown in the example, this section indicates how many members have been invited, how many records have been created and the storage consumed, it is also possible to observe the sections where we have made expenses within the platform.<\/p>\n

    \n

    <\/h1>\n

    <\/h1>\n
    <\/div>\n

    \n

    At the bottom of the \u00abInvoices<\/b>\u00bb tab, all the invoices that have been generated until now will be visible. You also have the possibility to download them by clicking on the button, at the right, shown in the image.<\/p>\n

    \n

    In case you have not already done so, you can fill in the billing data to perform transactions within the platform. This will be possible once you have provided all the necessary information and the changes are saved with the \u00abSave<\/b>\u00bb button.<\/p>\n

    \n

    <\/div>\n

    \n

    <\/div>\n
    \n

    <\/h1>\n

    For the next tab \u00abRecord visibility<\/b>\u00bb two tables will be displayed where it is possible to modify the visibility permissions for documents and actors.<\/p>\n

    \n

    Initially, you will have the default permissions set by USYNCRO<\/b>, which can be customized for the next records to be created.<\/p>\n

    \n

    If you want to return to the previous version, you can click on \u00abUndo changes<\/b>\u00bb or if you prefer to return to the original settings, access from the option: \u00abReset initial state<\/b>\u00ab.<\/p>\n

    \n

    Remember to save all changes in \u00abSave changes to the matrix<\/b>\u00bb to keep the changes in effect.<\/p>\n

    \n

    \n

    <\/div>\n

    \n

    If you click on the \u00abActors<\/b>\u00bb tab, the following table will open, which contains the third parties that may be involved in the top row and in the left column you will find the sections to which the third parties may or may not have access.<\/p>\n

    \n

    Under each one there are three symbols (eye, pencil and person<\/b>), which enables a permission for each collaborator:<\/p>\n

      \n
    1. \n

      Eye<\/b>: allows the third parties to view the section’s data. If the box is unchecked<\/b>, that collaborator will not be able see the data of this section.<\/p>\n<\/li>\n

    2. \n

      Pencil<\/b>: allows the third parties to modify the data in this section, as long as the checkbox is selected.<\/p>\n<\/li>\n

    3. \n

      Person<\/b>: allows you to invite collaborators who are involved in the shipment.<\/p>\n<\/li>\n<\/ol>\n

      \n

      EXAMPLE<\/b>: In the image below the \u00abBuyer<\/b>\u00bb has all the boxes of his own section checked, meaning he has full access to the buyer’s data, but can only view the supplier’s data. If we want him to be able to modify the information as well, we would have to select the box with the pencil in the \u00abSupplier<\/b>\u00bb section. In this case, both the modify and invite functions are empty, so the \u00abBuyer<\/b>\u00bb will only have the \u00abView<\/b>\u00bb permission enabled for the \u00abSupplier<\/b>\u00bb data.<\/p>\n

      \n

      \n

      <\/div>\n

      For the \u00abDocuments<\/b>\u00bb tab, in the left column you will find the different documents involved in the operation, and you will be able to set the permissions that determine which third parties can view and upload these documents on the platform. <\/p>\n

      \n

      In this case the \u00abEye<\/b>\u00bb symbology will remain the same and the \u00abCloud<\/b>\u00bb will determine which participant can upload which documents. <\/p>\n

      \n

      EXAMPLE<\/b>: the \u00abSupplier<\/b>\u00bb can view and upload invoices, but can only view the Transport Documents, not upload them.<\/p>\n

      \n

      <\/i><\/p>\n

      <\/div>\n

      \n

      \n

      <\/h1>\n

      Finally, in the \u00abNotifications Configuration\u00bb tab you can modify the Notifications preferences at your convenience.<\/p>\n

      \n

      Here you can set how often you want to be alerted of changes that have occurred in the records. If no changes have been made, you will not be notified, even if the specified frequency elapses.<\/p>\n

      \n

      At the bottom of the \u00abNotifications<\/b>\u00bb tab you can customize the events you wish to be notified about and the preferred Channel to receive such notification.<\/p>\n

      \n

      In the left column, you will see the possible events that can be notified during an active record and in the top row, you will find the different channels through which you can receive the Notification.<\/p>\n

      \n

      Select the checkboxes of the channels of your preference for the corresponding events, do not forget to click on \u00abSave<\/b>\u00bb to keep the changes.<\/p>\n

      \n

      \n

      <\/div>\n

      \n

      \n","protected":false},"excerpt":{"rendered":"

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