Syncari makes it possible to configure/customize your subscription in a few different ways. From the settings view, you can modify your Subscription Profile, manage your Instances, Users, and Service Credentials. You can also get your Data Store credentials as well as activate, deactivate and configure Single Sign-On.
You can access Settings from the left navigation bar.
Subscription Profile
Your subscription represents your business account from this profile page you can change a few settings.
- Change your Subscription Name
- Reference your Subscription ID (Useful for troubleshooting with Syncari Support)
- Customize with your Company Logo
- Save your changes
Instances
Users
See Users
Service Credentials
This page is where you manage access to APIs not related to data flow but instead things like enrichment and communication.
- Add a new credential. This dialog will look different depending on the service credential you are entering. For example, ZoomInfo requires a username and password but Clearbit only requires a key.
- Use this button to update or delete service credentials.
Data Store
Syncari offers you the ability to access the data stored in Syncari using any BI Tool or Database Query Tool that supports a Postgres connection. Once Data Store is provisioned this is where you will find your connection parameters so you can connect.
- Use these Postgres parameters to configure your BI Tool or Database Query Tool
- Click the eye icon on your password to see it in plain text
Learn more about Data Store Overview
Single Sign-On
This is where you configure Single sign-on so your users can access Syncari using their existing SSO provider.
To learn more about setting up Single Sign On, please see SSO Setup
What's Next?
Congratulations! You finished Using Settings.