Google Workspace Instructions

Prerequisites
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Super-Admin Access: Ensure you have super-admin privileges for your Google Workspace organization.
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Client ID: Synq-Up will provide you with a unique Client ID via a secure channel.
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Quick tip
Use this direct link to skip navigation and jump to the relevant Google Admin page. You can then skip to Step 3.



Step 1: Access the Google Admin Console
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Log in to your Google Admin Console.
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From the left-hand navigation, click on Security.
(If it’s not visible, click on "Show More").



Step 2: Navigate to API Controls
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Under Data and Access Controls, select API Controls.
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Scroll down to the Domain-Wide Delegation section and click on Manage Domain-Wide Delegation.


Step 3: Add a New Client ID
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In the new tab, click on Add New.
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Enter the following details:
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Client ID: (Paste the Client ID provided by Synq-Up)
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Scopes: (Copy and paste the scopes below as a comma-separated list)
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Click Authorize​
Note: These permissions allow Synq-Up to read, create, and manage calendar events across your organization. This access is strictly for providing Synq-Up services.

Step 4: Verify Permissions
Your screen should now display the authorized Client ID and scopes.
Step 5: Set Up Org Chart Data
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Synq-Up can enhance services using organizational hierarchy data. Here’s how to configure it:
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Go to Google Admin Console > Directory > Custom Schemas.
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Create a schema named Org_Chart and include the following fields:
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Manager_Name
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ManagerId (email)
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Site
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Title
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Breakdown Fields: Up to four fields such as Division, Department, Group, or Team.
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Examples:
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Example 1: Manager, Manager Email, City, Job Title, Division, Group
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Example 2: Superior Name, Superior Email, Site, Role, Entity, BU, Division
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Note: SynqUp also accepts Org Charts as a CSV or JSON

Step 6: Navigate to the Chrome Extension Management Page
In the left-hand menu, select Apps & Extensions under Chrome browser

Step 7: Select the Organizational Unit
In the Organizational Units section, select the entire company. It will normally be your company name.
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Example: Synq Up Demo Customer

Step 8: Search for the Synq-Up Extension
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Navigate to the Users and Browsers tab.
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In the search bar, type SynqUp or paste the extension URL: https://chromewebstore.google.com/detail/synqup-create-better-meet/ehfomghkmfogpbgjahfghcmdnldajedb

Step 9: Set the Installation Policy
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Click on the Synq-Up extension from the list.
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Under Installation Policy, choose Force Install: Automatically installs the extension for all users in the selected organizational unit.
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Confirm your selection by clicking Save.

Step 10: Verify and Finalize
Ensure the extension appears in the Users and Browsers list with the correct installation policy.
Step 11: Confirmation and Final Setup
Send a confirmation email to onboarding@synq-up.com with:
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Verification that the setup is complete.
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The email address of one super-user in your domain.
Microsoft 365 Instructions

Prerequisites
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Own an Azure account with Super Admin permissions
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Client ID: Synq-Up will provide you with a unique Client ID via a secure channel.
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Step 1: Register a New Application
In Azure Portal, register a new application. Navigate to App Registrations and click ‘New registration’ (see on the left side)
Step 2: Fill in Application Details
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Fill a name
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Supported account types: select “Accounts in any organizational directory (Any Microsoft Entra ID tenant - Multitenant)” - the second option (see image)
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Redirect URI: insert ×´https://www.synq-up.com×´

Step 3: Create a new Client Secret
In your new application, create a new secret (see image)

Step 4: Click "New Client Secret"

Step 5: Client Secret Details
Add description and expiration on the right panel that opens up.

Step 6: Copy to Clipboard

Step 7: Request API Permissions
1. Navigate to API permissions screen
2. Click "Add a permission" button

Step 8: Request API Permissions
Use the search bar to find and select each one of these permissions:
1. Calendars.Read
2. Calendars.ReadWrite.All
3. User.Read.All
4. Group.Read.All

Step 9: Find and Select Permissions
Use the search bar to find and select each one of these permissions:
1. Calendars.Read
2. Calendars.ReadWrite.All
3. User.Read.All
4. Group.Read.All
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Finally click "Add Permission" Button

Step 10: Confirmation
You should see a confirmation message upon submitting these: "✅ Updating permissions"
Also the permissions screen should show the following permissions were added:
1. Calendars.Read
2. Calendars.ReadWrite.All
3. User.Read.All
4. Group.Read.All
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Step 11: Create JSON File
Create a json file by copying the values of from the azure Application (client) ID, Directory (tenant) ID and the Secret value, and replacing them in the following template
{ “CLIENT_ID”: “xxxxxxxxxxxxx”, “CLIENT_SECRET”: “xxxxxxxxxxxxxxxxxxx”, “TENANT_ID”: “xxxxxx” }
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Send this file to SynqUp in a secure channel

Step 12: Org Chart File
Export an organization chart file from your HR system. It should have all employee details and the following fields on each:
1. Username (email)
2. First name
3. Last name
4. Title
5. Department
6. ManagerId (email)
7. Site
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Send this file to SynqUp in a secure channel