# Yoxel Manager Tab in Salesforce

The **Yoxel Manager** tab provides a centralized workspace for managing synchronization settings and user access directly within the Salesforce interface. By integrating these tools into the main navigation, Yoxel streamlines administrative workflows and increases visibility for team leads.

### Key Capabilities

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* **For Managers (Non-Admins):** Grants "manager" users direct access to the User Management UI. This allows team leaders to oversee their members and manage sync status without needing full Salesforce System Administrator permissions.
* **For Admins:** Provides instant access to sync controls and configuration settings from the primary Salesforce menu, removing the need to navigate through the **Installed Packages** section in Setup.

By surfacing these essential controls as a standard tab, the Yoxel Manager ensures that connection health and seat management are always just a click away.

### Where to Find the Yoxel Manager Tab

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<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FCvFpQzDpLhDCuOrUvl3b%2FMonosnap%20Home%20%7C%20Salesforce%202026-03-26%2017-57-37.png?alt=media&#x26;token=07f51d09-5848-48ab-b2ae-5f319b29e569" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2F1uIjD4PvvL5RALz5XAtL%2FMonosnap%20yoxel__Yoxel%20Manager%20%7C%20Salesforce%202026-03-26%2018-00-15.png?alt=media&#x26;token=8fb8e1ef-f98b-4679-8cba-ac8c49aeca79" alt=""><figcaption></figcaption></figure>

### Overview

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The **Overview** tab provides a quick starting point for setting up and managing Yoxel.

This section is primarily informational and helps onboard new admins.

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FkyvJ0d7VB66qeCJTzzHc%2FMonosnap%20yoxel__Yoxel%20Manager%20%7C%20Salesforce%202026-03-26%2018-10-02.png?alt=media&#x26;token=3aa60fc7-f56a-4c19-8abd-c57338082913" alt=""><figcaption></figcaption></figure>

### Sync Templates

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The **Sync Templates** section allows admins to define, manage, and assign synchronization configurations for users.

A template is a predefined set of rules that determines how data is synced between Salesforce and external providers (such as Google or Microsoft).

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FkjTUvh1G2ANGal5WIZZO%2FMonosnap%20yoxel__Yoxel%20Manager%20%7C%20Salesforce%202026-03-26%2018-18-03.png?alt=media&#x26;token=c821593c-8366-4444-a6c2-273a010cab35" alt=""><figcaption></figcaption></figure>

Each template defines what type of data is synchronized and how the sync behaves.

**Sync configured for**

Within a template, you can specify which data types are included in sync:

* **Calendar**
* **Contacts**
* **Tasks**
* **Email**

Admins can enable one or multiple data types depending on business needs.

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FH56I7Qi1U3C5odWnh1aB%2FMonosnap%20yoxel__Yoxel%20Manager%20%7C%20Salesforce%202026-03-26%2018-32-58.png?alt=media&#x26;token=25ecd636-006d-40cc-aab8-58639710b43c" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FPAYXqFORc8mKBn3nwSv6%2FMonosnap%20yoxel__Yoxel%20Manager%20%7C%20Salesforce%202026-03-26%2018-31-48.png?alt=media&#x26;token=d7b88ab5-4504-4c90-a9c3-306b1bc44c7b" alt=""><figcaption></figcaption></figure>

#### Assigning Users to a Template

Templates are applied to users directly from the template configuration.

**Add users**

Admins can assign users by clicking **Add users** and selecting who should be included in the template.

Users can be selected:

* individually from the list
* by filtering based on **profile**
* by selecting multiple users at once

This makes it easy to apply the same configuration to entire teams or roles.

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FnmmCmJcCyEu1iy36NEnx%2FMonosnap%20yoxel__Yoxel%20Manager%20%7C%20Salesforce%202026-03-26%2018-28-49.png?alt=media&#x26;token=3fc3d2fb-406c-4738-a75f-d245f0b7be9c" alt=""><figcaption></figcaption></figure>

#### Why Templates Matter

Templates are the foundation of scalable sync management in Yoxel.

Instead of configuring each user manually, admins can define rules once and apply them to multiple users.

This allows you to:

* quickly onboard new users
* maintain consistent sync behavior
* update configuration centrally
* reduce errors and misconfiguration

For more information, see the documentation: [Yoxel Sync admin configuration](https://helpdocs.yoxel.com/yoxel-sync/yoxel-sync-admin-configuration).

### Sync Reporting

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The **Sync Reporting** section provides visibility into synchronization activity and system performance.

It helps identify issues, track usage, and understand how sync behaves across the organization.

#### What you can monitor

* Sync activity over time
* Number of synced records (emails, events)
* Success vs failed sync operations
* Error trends and patterns

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FZ6CIVJBJhxWPT3ClrRID%2FMonosnap%20yoxel__Yoxel%20Manager%20%7C%20Salesforce%202026-03-26%2018-39-04.png?alt=media&#x26;token=a5f053fc-47dd-4487-a7e8-22ba0fc2913c" alt=""><figcaption></figcaption></figure>

### User Management

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The **User Management** section allows managers and admins to monitor sync activity and user status.

#### What you сan see

* List of users
* Sync status (enabled/disabled, last activity)
* Assigned template
* Flags (badges) indicating sync health and roles

#### Flag (Badge) Meanings

| Flag           | Description                            |
| -------------- | -------------------------------------- |
| sync enabled   | Sync is active                         |
| error          | Sync error occurred (e.g., auth issue) |
| has addin      | Gmail or Outlook add-in is installed   |
| admin          | User has admin permissions             |
| manager        | User is a team manager                 |
| package issues | Salesforce package issues detected     |
| data issues    | Problems with data mapping or fields   |
| active         | User is actively syncing               |

For more information, see the documentation: [Managing Yoxel Sync users](https://helpdocs.yoxel.com/yoxel-sync/managing-yoxel-sync-users).

### Inbox Add-ons

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The **Inbox Add-ons** section provides access to installation and usage of Yoxel email integrations.

Yoxel supports:

* Gmail add-on
* Outlook add-in

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FqAHyYyV7GMhsvrOBQZTS%2FMonosnap%20yoxel__Yoxel%20Manager%20%7C%20Salesforce%202026-03-26%2018-42-33.png?alt=media&#x26;token=75e0ae57-d806-4f03-9ada-768660d9a267" alt=""><figcaption></figcaption></figure>