> For the complete documentation index, see [llms.txt](https://helpdocs.yoxel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocs.yoxel.com/yoxel-sync/managing-yoxel-sync-users.md).

# Managing Yoxel Sync users

Prerequisites:

***

* Yoxel Sync package is installed.<br>
* You (Salesforce admin) have the package license (see 'Manage Licenses' link for the package).

\
1\. In Salesforce Setup, on the **'Install Packages'** page find Yoxel Sync and click **'Configure'**:

<figure><img src="/files/LSWymcNJBkykH5Vqs67a" alt=""><figcaption></figcaption></figure>

2\. You will be taken to the Yoxel Sync setup page. Go to the **'User management'** menu:

<figure><img src="/files/nmkbxLzXYqec21wQH8ZT" alt=""><figcaption></figcaption></figure>

3\. Select a user in the table to see more details.

<figure><img src="/files/mJOsksRdF3LSpfBsqB5V" alt=""><figcaption></figcaption></figure>

4. When you click on a user in the **User management** interface, you are taken to a detailed view of that user. Here’s what you can see:

<figure><img src="/files/a1vXl3xbLCOqGdscC7RH" alt=""><figcaption></figcaption></figure>

### **User Info Section (left panel)**

In this panel, you can view and manage core user-specific settings:

* **Status tags** (e.g., `user disabled`, `admin`, `sync enabled`)
* **Email address**
* **External ID** (linked to Salesforce)
* **Timezone**
* **Template group**
* **Sync controls**:
  * **Sync now** button — manually initiates sync for this user.
  * **Advanced** — open **sync run advanced configuration**, where you can fine-tune what data will be synced (e.g. calendars, contacts, emails).
  * **Last ran at** — timestamp of the last sync job.

#### **Connected Systems**

***

Below the sync controls, you can view information about the user’s **connected services**.

Each service is shown as an **expandable panel** with:

* A **toggle** to activate or deactivate syncing for this service
* **General info** such as service type, server URL, email, and sync scope

> 💡 The list of services is user-specific and may include Salesforce, Google, Microsoft 365, or others depending on what’s connected.

### **Tabs with Activity Data (right panel):**

#### **Calendar tab**

***

Displays a list of events associated with the user, including:

* **Event ID, Subject, Source, Start time, Update time.**
* Events are automatically labeled.
* You can filter by: `sync enabled` , `errors`, `duplicates`, `private`, or `auto merged` entries.

#### **Contacts tab**

***

Shows synced contacts with:

* **Contact ID, First name, Last name, Email (summary), Update time.**
* Contacts are automatically labeled.
* You can filter by:  `duplicate`, `sync enabled`, `errors`, or `auto merged`.

#### **Emails tab**

***

Displays synced or discovered emails with:

* **Email ID, Summary, Subject, Update time**
* Emails are automatically labeled
* You can filter by `undiscovered`, `forwarded`, or `errors`.

#### **Tasks tab**

***

Lists tasks associated with the user, including:

* **Task ID, Subject, Source, Due date, Update time**
* Tasks are labeled
* You can filter by: `auto merged` , `sync enabled`, `duplicates`, `errors`, `private`, or  `incomplete` .

> 💡 This view allows quick troubleshooting: you can detect issues (errors, duplicates), view what data is being synced — all in one place. Each object (event, contact, email, or task) can be expanded to view detailed sync data.

5. You can edit a user’s profile and sync permissions by clicking the **pencil icon** next to the user’s name.

   This will open a modal where you can update:

   * **First name**
   * **Last name**
   * **Email**
   * **Status flags**:
     * **Admin** — gives administrative access to this user.
     * **Manager** — enables extended visibility and management rights.
     * **Disabled** — deactivates the user account.
     * **Sync enabled** — enables/disables syncing for this user.

<figure><img src="/files/tjSTodqXY1M7U743VPvG" alt=""><figcaption></figcaption></figure>