Was this article helpful?
How to Add and Remove Users in Syrinx 365
Add and Remove Users in Syrinx 365
Purpose: Learn how to add, create global, and remove users in Syrinx 365 and POR One so you can manage access and maintain security across your system.
Topics Included in This Article
- Add Users in Syrinx 365
- Create Global Users for Syrinx 365 App or POR One
- Remove Users in Syrinx 365
- Remove Global Users
- More Information / FAQ
Add Users in Syrinx 365
- Login as System Administrator
Sign in using the sa account to ensure full administrative privileges.
- Open Configuration
Navigate to Configuration > Users > Add New User.
- Add User Details
Enter the required information:
- Server login (username)
- User personal details (name, email, contact info)
- Assign Role Access and Depot Access as required
4. Save
Click Save to create the user profile. Confirm the new user appears in the Logon Users grid.
Create Global Users for Syrinx 365 App or POR One
- Enter a Valid Email Address
Ensure the user's Email field is filled — this is required for app invitations.
- Open Amend Staff Member Details
From the staff member record, open Amend Staff Member Details.
- Create Global User
Click the Create Global User button on the Amend screen.
Notes:
-
- On Syrinx version 4.41.1 or later, use the Create / Log / Link Global User options if prompted.
- For new logons, a Create Global User button may also appear at the bottom of the Logon Users grid.
4. Confirm Email Invitation
When setup completes, the user receives an email invite to sign in to Syrinx 365 or POR One. Instruct users to check spam if they don't receive it.
Remove Users in Syrinx 365
- Open Logon Users
Go to Configuration > Users > Logon Users and locate the target user.
- Clear Is Staff Member
Open the user record and blank out the Is Staff Member checkbox.
- Confirm No Assignments
Verify the user is not assigned to active jobs, contracts, or assets. Remove or reassign any dependencies before continuing.
- Refresh Syrinx 365
Refresh the application view so the user becomes non-current/inactive. If the user still appears active, you may need to manually update their status:
- Administration > Bulk Update > Remove Staff Member — use only if appropriate and verify the exact bulk update label in your environment.
Remove Global Users
- Open Amend Staff Member Details
From the staff member record, open the Amend Staff Member Details screen.
- Delete / Unlink Global User
Click the Delete User (or equivalent) option to unlink the global user from the database for POR One / Syrinx 365 App access.
Important: Bulk removal is not supported — remove global users individually.
More Information / FAQ
Q: What happens if I forget to assign Role Access or Depot Access when creating a user?
A: The user will not see assigned resources or may be unable to sign in to some areas. Assign the necessary Role Access and Depot Access in the user record, then have the user sign out and back in.
Q: Can I bulk delete users?
A: No. Bulk removal of global users is not supported. You can use Administration > Bulk Update > Remove Staff Member for certain status changes, but global unlink/delete should be performed individually and with caution.
Q: Why can’t I see the Create Global User button?
A: The Create Global User option is available in Syrinx versions 4.41.1 or later. If you run an earlier version, upgrade or consult your system admin for guidance. Also verify you have sufficient admin privileges.
Q: How do I confirm that a user is fully removed?
A: Refresh Syrinx 365 and verify the user no longer appears as current or linked in the Logon Users grid, and confirm the global user is unlinked in Amend Staff Member Details.
Q: Should I disable or delete users?
A: When possible, prefer disabling or clearing the Is Staff Member flag to retain historical data. Only delete/unlink if you are certain there are no system dependencies and deletion aligns with your data retention policies.
SME Clarifications & Suggested Visuals
- Confirm whether Remove Staff Member in Bulk Update precisely matches your current UI label.
- Provide example of the email invitation text that users receive after global user creation (include subject line and expected sender).
- Supply the actual screenshots for the three suggested images so the article contains inline visuals rather than placeholders.
- Clarify the meaning of “refresh Syrinx 365” in your environment (application refresh vs. server/service restart).
Version note: Global user creation requires Syrinx version 4.41.1 or later. If you are uncertain which version you run, check Help > About in your Syrinx instance or contact your IT team.