# Managing Yoxel Sync users
Prerequisites:
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* Yoxel Sync package is installed.
* You (Salesforce admin) have the package license (see 'Manage Licenses' link for the package).
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1\. In Salesforce Setup, on the **'Install Packages'** page find Yoxel Sync and click **'Configure'**:
2\. You will be taken to the Yoxel Sync setup page. Go to the **'User management'** menu:
3\. Select a user in the table to see more details.
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:
### **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**
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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**
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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**
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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**
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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**
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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.
