This feature is limited to the Scale plan.
You can simply sync and unsync CRM roles by following these steps:
Visit the setting page
Navigate to service teams to sync and unsync CRM roles.
Synced CRM roles are indicated with the Red icon for Redtail CRM users and a blue icon for Wealthbox CRM users.
You can then click on Manage User Roles:
In this window you will click on the drop down next to the specific role to decide if you want to unsync or sync.
