1
Open Security Groups
In Syncro, go to Admin → Syncro Administration → Security Groups, then create a new group.

2
Name the group and set Access Type to All Customers
Name it 
Neo Agent SG. Under Access Type, leave All Customers selected.
3
Tick the permissions below
Every permission is off by default. Work down the list and tick each one in the tables that follow; anything not listed stays off.
4
Create the group, then assign it to the Neo user
Click Create Group. Then create your dedicated Neo user (or edit it) and set its security group to
Neo Agent SG.Permissions
Tickets
The core of the integration.Time tracking
Customers and contacts
Contacts has only Export and Import options — leave both off. Neo reads contacts through the customer permissions above, so there is no separate contact-view permission to find.
Assets and RMM
Assets → Create, Delete, Archive, Allow Remote Access and Edit Policy ($) stay off — Neo works on assets Syncro already knows about.
Scripts
Billing and inventory
Needed only if you want Neo to reason about billing. Safe to leave off otherwise.Invoices are read-only here — no Create, Edit, Delete or Refund. Neo can reference invoices without being able to change what a customer is billed.
Other
Next Steps
Creating an API Token
Sign in as the Neo user and generate the API token.
