What is Auto Synchronization?

Auto Synchronization - or "auto sync" - is an automated way to add new users to message groups. Instead of adding them one by one as they sign up, you can set up your message groups to automatically add them to any message groups associated with their assigned building(s).

This feature can be activated in the message group by any manager with edit permissions. 

Once you have logged in to the Console, follow these steps to configure Auto Sync:

  1. Hover over the MESSAGE tab and select Message Group Management
  2. Find the message group you wish to modify and click the Pencil Icon
  3. Select the AUTO SYNCHRONIZATION tab.
  4. Toggle the Auto Synchronization switch to On. You will then be directed to a pop-up, which is where you will configure the actual auto-sync settings.
  5. The first thing you will need to set is the Group Type

    1. Organization: this type of group adds ALL members in the organization to the group. 

    2. Buildings: select this option to set the message group to automatically add users to individual buildings. 
  6. Once you have selected the Group Type, select the type of group members:
    1. Staff - select this option to make it a staff-only group
    2. Student - for K-12 organizations, select this option to create a student group. Please note that you will need to manually add the staff safety team manager.
  7. Lastly, assign the Permission Settings:
    1. Member - users will be added to the group without the ability to make any group changes.
    2. Manager (Not allowed to edit group) - select this option to add new members as managers without permission to edit the group. These users will be able to participate in 2-way communication, send alerts and do everything that managers with edit can do except make changes to the group.

Be sure of your settings before you click Save. At this time, there is no way to undo a synchronized group once you have set it up. Turning the feature off does not remove the users that were added using the tool. Please reach out to our Support Team if you have any questions about this process.

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