Getting Started with Synergy (System Administrators)
Follow these 12 steps to setup a new Synergy organization. Click the links to read more about a feature in the help files.
- New staff member? Invited to an existing Synergy organization and don't need to do any setup then Read the on-boarding guide for new Staff members on how to start using Synergy.
- Invoices can only be created by users with Project Manager access or higher. Find out more about what users can access in the staff security matrix.
Watch the 'Using Synergy' introduction video
Follow the steps to setup Synergy as a System Administrator
1. Organization and profile
3. Rates and financials
8. Invoices and bills
11. Reports (Help coming soon)
- Using Synergy standard reports
- Add report filters, sorting, or grouping
- Export the results to a PDF or Excel file
- Creating custom report layouts
- Share custom report layouts with your team