Organization list

Select to open the organization to the main dashboard or to one of the main features by:

• Dashboard - click on the organization name, logo, or dashboard feature item to open to this main page.
• Project - open the all projects list for the organization by selecting 'projects' from the feature list.
• Contacts - open the all contacts list for the organization by selecting 'contacts' from the feature list.
• Subscription - this option can only be used by System Administrator's or Owners. Select Subscription from the feature list, or click the 'edit' button in the top right.

Security access levels control which features staff can use within each organization. Only staff at an organization with 'owner' or 'System Administrator' access levels are able to update the subscription for an organization. Learn more about staff security options.

The 'owner' or 'System Administrator' access levels can update the subscription when either of these status options are shown.

Other staff access levels do not have access to the subscription page for the organization. Learn more about the staff security matrix.

• Trial - Synergy trials are setup for 30 days from the time that the organization is first created. Once this trial period finishes the organizations subscription will automatically be updated to 'expired'. The owner of the organization can then start a paid subscription once the trial period expires using the subscription page.
• Expired - The subscription is shown as expired after the initial 'trial' period of 30 days expires, or when the credit card details entered for the monthly subscription payment are no longer valid for use. The owner of the organization can update the expired subscription using the subscription page.

Select the edit  button on any of the organization panels, and the edit the organization details page is shown.

Learn more about the organization details field and how the are used in Synergy.

Setup the area for your organization to add projects, create invoices, and start using the project portal for your companies projects.

Setup your free trial of Synergy (30 days trial period) by:

1. Login to Synergy.
2. Click on the left side menu button. 
3. Select 'organizations' from the list.
4. Organizations page opens with all the organizations that you are already listed as a staff member.
5. Click the 'add' button in the top right corner.
6. Click the 'next step' button.
7. Type the 'name' for your Synergy organization.
8. (Optional) Alter the automatic 'web address' name selected for your organization. This web address is part of the URL link for your Synergy account, and is shown when you are within the organization to all staff.
9. Select which Synergy product level you want to use with your trial account.
10. Select the industry that your organization works within. The industry is used to populate your Synergy organization with default data to help you get started.
11. (Optional) Update the following regional settings which default from your device settings:
    1. Country
    2. Currency
    3. Time zone
    4. Region settings
    5. Display language
12. Read the terms and conditions for the trial, and check the box to agree.
13. Click the 'next step' button.
14. The new organization has been created. Click the 'continue to setup wizard' button to follow the getting started guide for Synergy.

Try out the features in Synergy without creating a 30 day trial. The sample organization contains data to let you try out each of the Synergy features. Examples for contacts, projects, staff, and invoices are included with the sample organization. The sample organization is kept for 30 days, and after the 30 expiry the sample database is deleted. Re-set or re-create a new sample organization at any time to try out a new Synergy feature, or return to using the standard set of default data.

Create a sample organization by:

1. Login to Synergy.
2. Click on the left side menu button. 
3. Select 'organizations' from the list.
4. Organizations page opens with all the organizations that you are already listed as a staff member.
5. Click the 'sample organization' text shown in red next to the 'add' button in the top right.
6. Create the sample organization on the page that opens by:
   1. Selecting the product level for Synergy that you want to try.
   2. Select the industry type to control what data is added to the Synergy sample organization.
   3. (Optional) Update the country, time zone, region settings, and display language which defaults from the regional settings on your device.
   4. Click the 'create' button.
7. The sample organization opens and shows the expiry date in the top toolbar. This is the date that any entered sample data will be deleted.

An organization can only be deleted by the 'owner' of the Synergy organization account.

Delete the organization by:

1. Open the all organizations list.
2. Click the 'subscription' option in the organization box that you want to delete.
3. Click the 'change' button in the top right.
4. Choose the 'delete' option.
5. To verify that you are sure that you really want to delete all the data from that organization, you will need to re=type the organization name and then click save.
6. The organization and all stored data and documents have been deleted.