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ZynSync Administration with a Service Account

Each portion of the sync program can be set with the service account using the basic sync rules and then adding the users to the new policy.  In order to manage ZynSync for users, an Email service account and a Salesforce service account need to be set up in the Admin -> Service account area of the dashboard. The Exchange service account can use either impersonation or delegation, depending on your organizational requirements.

Once the service accounts are available, choose the teal ZynSync icon below the ZynBit Admin area from the left column on main page.  Note – there are two ZynSync areas; outside the Admin area, the ZynSync icon controls a user’s personal settings.  The settings in the Admin area control organizational settings.

Under the ZynSync icon choose sync type to manage.  Use the rules tab to set the organizational rules and click Save at the bottom.  Then click the Users tab at the top of the screen to select those to whom the policy should apply.

Check the box beside each users name to select the user.  If the email field indicates a drop down, more that one email inbox may be connected.  Be sure to choose the correct item before starting the sync.  Once the relevant users are selected, click Start Selected to begin syncing.  If Sync Rules are changed in the future, sync should be stopped for those currently syncing, using the Stop Selected button in the process above.  Then the sync can be restarted using the new rules.