Create staff

Create a staff record for each person that you want to be able to login to Synergy and view your organisation details. A login is required before the user can:

1. Enter timesheets
2. Create projects
3. Update contacts

Control what each staff member has access to use inside your Synergy application by assigning a security access level. Read more about what each staff security level has access to use in Synergy.

Create a new staff member

1. Type the first and last names
2. Set the security level
3. Type the email address

Read more about creating staff.

General details

The email address is important as the new staff member will be emailed an invitation to join your Synergy organisation. After they login each staff member you invite can update their own general staff details.

• Name
• Email address(es)
• Job title
• Street or postal address(es)
• Phone numbers
• Profile picture

Tip: Staff can only edit the 'security level' if they have Administrator access.

Next steps

1. Calendar - Find out more
2. Costs - Find out more
3. Rates - Find out more