Welcome to Axcient x360Sync onboarding
This onboarding playbook will help you work with x360Sync's capabilities, increasing your team productivity and collaboration.. |
Related Documents: |
| Onboarding task | What's involved? | What are my options? | Documentation |
| 1. Access the x360Portal | This is where you register and log into your Axcient x360Portal | The x360Portal is the gateway to all of your Axcient x360 products. You can configure users and contacts, manage billing, contact support and access training | Introduction to the x360Portal |
| 2. Configure users | Add users and grant them access to x360Sync | Basic users are restricted to read-only access to submit support tickets, access training and (if granted) access x360Sync | Navigate the x360 portal |
| 3. Pay your bill | Pay invoices and get details on usage | Contact our Customer Service team to enable this section for an Admin or Accountant portal user | How to pay your Axcient invoice with the x360Portal |
| 4. Find people | Find contact info for your Axcient Partner Success Team and other resources | Navigate the x360 portal | |
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5. Get help from Support |
Submit tickets to our support team | Technical support tickets Feature requests Roadmap |
How to submit a Support ticket How to request a feature How to view the product roadmap |
| 6. Training | Schedule free, live, one-on-one training or access DIY resources | Your team can take self-paced certification courses on our products, do some DIY research in our knowledgebase or opt for live one-on-one training with our experts |
Certification courses (x360Portal login required) Knowledgebase (DIY) Free, live, one-on-one training |
| 7. Prepare for installation | System Requirements | Hardware and operating system requirements |
x360Sync System Requirements |
| 8. Add organizations and users to x360Sync | Create an organizational tree | Adding organizations and users |
Planning worksheet for organizations - x360Sync |
| 9. Configure x360Sync Policies | Create organization and user policies for x360Sync | Configure max file size, retention and sync exclusions |
Update settings and policies for an organization Configure data retention policies for an organizatio |
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10. Create team shares |
Create shares |
Creating folders and files for sharing between users |
Create a new team share |
| 11. Install and register agents | Install agents and register to cloud server |
Prepare workstations for syncing to x360Sync |
Install, register and configure the Desktop Client |
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12. Add user backups |
Configure backups |
Configure user backups |
Backups - x360Sync |
| 13. Configure notifications and alerts | View reports and logs, configure email notifications, and configure PSA integration |
View and download audit logs Configure ConnectWise Configure email alerts & status reports |
Navigate your Reseller portal in x360Sync Integrate with ConnectWise Create reports |
SUPPORT | 720-204-4500 | 800-352-0248
- Contact Axcient Support at https://partner.axcient.com/login or call 800-352-0248
- Free certification courses are available in the Axcient x360Portal under Training
- To learn more about Axcient products, sign up for a free one-on-one training
- Subscribe to the Axcient Status page for updates and scheduled maintenance
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