Managing Environments

It's easy to manage your Environments with Syncrofy's flexible and intuitive user-interface. You can create, edit, delete, and add users at the click of a button. Additionally, you'll always know what Environment you're in with the banner at the top of your screen that indicates when you're in a non-production environment.

Switching Environments

If you have been given permissions to multiple environments, you will see a dropdown menu next to the Syncrofy logo in the upper left-hand corner of the screen. To switch environments:

1. Click the Environments dropdown menu.
2. Select the environment you wish to switch to.
3. Syncrofy will refresh and you will be taken to your chosen environment.

Note: When in the dropdown menu, clicking the Gear icon will take you to the main Environments page.

Creating a New Environment

1. Click Settings in the left-hand navigation menu.
2. Under the "Company Settings" heading, click the "Environments."
3. Click the Add Environment button in the upper right-hand corner.
4. Type in the "Name" and "Description" of the Environment.
5. Click the Confirm button to save.

Editing an Environment

1. Click Settings in the left-hand navigation menu.
2. Under the "Company Settings" heading, click "Environments."
3. Click the Edit button next to the Environment name.
4. Input your desired modifications.
5. Click the Confirm button to save.

Deleting an Environment

1. Click Settings in the left-hand navigation menu.
2. Under the "Company Settings" heading, click "Environments."
3. Click the Delete button next to the Environment you wish to delete.
4. Click the OK button.

Note: You can only delete "Non-Production" Environments.

Adding a User to an Environment

1. Click Settings in the left-hand navigation menu.
2. Under the "Company Settings" heading, click "Environments."
3. Click the Add User button next to the desired Environment.
4. Type the user's name into the "Search" box and select the user.
5. Click the Confirm button to save.