To Manage Users:

  • Login to Real Synch and click the + Add CBX button on the dashboard:

  • Click the ellipsis on the far right side of your active CBX and select User Options:


From the User Options view you can:

  • Invite a User: click the dropdown in the Action column and select Grant Access.

  • Revoke a User's Access: click the dropdown in the Action column and select Revoke Access.

  • Resend an Invite: click the dropdown in the Action column and select Resend Invite.

  • Add a Custom Message to the invitation: this is an optional feature:

Note: Ensure you click the green Submit button at the bottom of the view prior to exiting the window. Additionally, if you would like to setup certain Agents on the Free version of the CBX and others on the Pro, the Agents using the Free version will be required to setup their own CBX.


CBX Onboarding

Install Gmail Extension

Getting Started with the Gmail Extension


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