New Starters
Learn the basics about Synergy as a new staff member being on-boarded at your company. Click the links to read more about a feature in the help files.
Tips:
- Setting up Synergy as the subscription owner or System Administrator? Read the System Administrator's guide on how to setup Synergy for a new organization.
- 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 new starters on-boarding steps
1. User profile
- Check your contact details
- Upload a profile picture
- Update staff details
Learn about user profiles
2. Navigation
- Menus
- Desktop vs mobile views
- Sorting, searching and filters
Learn about navigating Synergy
3. Timesheets and timers
- Enter you weekly timesheets
- Track tasks using timers
- Staff cash and travel expense claims
Learn about timesheets and expenses
4. Contacts
- Contact types - companies, personnel, and individuals
- Creating contacts
- Tips for using contacts
Learn about creating contacts
5. Projects
- Project types - Billable vs non billable projects
- Creating a basic project overview
- Tips for using projects
Learn about projects
6. Documents
- Project documents and images
- Contact documents
- Staff documents
Learn about documents and images
7. Portals
- Portal navigation
- Portals overview
- Chat with project contacts
- Document sharing
Learn about using project portals
8. Invoices and bills
- Create invoices
- Create supplier bills
- Payments for invoices and supplier bills
Learn about invoices and bills
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