Profile

When a profile is first created a default profile picture is added. This is shown as your 'current profile pic' and is the initials from your first and last name.

The 'other pics' section allows you to:

• Upload a new image - click the '+' button to upload an image from your device to use as the profile picture. The profile picture box allows for a 500 px by 500 px image. If the image uploaded is larger than that, the top 500 px of the uploaded image will be shown as the profile picture.
• Use a gravatar image - if you have a Gravatar account then the image available for your primary linked email address is shown. Select the gravatar image shown to use that image as your profile picture.

The email address that you registered with is shown in the 'current linked identities' panel. Add any extra business email addresses or social accounts that you use, to ensure that all of your Synergy organization or project portal invitation are all linked to the one account.

• Email account - Type an alternate business email address to link to your Synergy profile. Ensure that you confirm the email address, by clicking the link in the email that is sent to the additional email address.
• Office 365 account - The Microsoft Office 365 account that you are currently logged into is added to your Synergy profile. If you are not currently logged in to the account, then the Microsoft login page is shown to allow you to enter your login details. Add your Office 365 account to your Synergy identities to be able to use this as an alternate login method. This allows you to login to Synergy with your Office 365 account, instead of having to use your Synergy username and password.
• Google account - Add your Google account to your Synergy identities to be able to use this as an alternate login method. This allows you to log in to Synergy with your Google account, instead of having to use your Synergy username and password.
• Microsoft account - Add your Microsoft account to your Synergy identities to be able to use this as an alternate login method. This allows you to login to Synergy with your Microsoft (Outlook or Hotmail) account, instead of having to use your Synergy username and password.
• LinkedIn account - Add your LinkedIn account to your Synergy identities to be able to use this as an alternate login method. This allows you to login to Synergy with your LinkedIn account, instead of having to use your Synergy username and password.

After linking an email address a confirmation email is sent out. Make sure that you click the link in that confirmation email to verify your account. Only verified email accounts will display the linked organizations in your profile.

Update the password to use to login to Synergy when using the email address or username login methods. Update your password by:

1. Open your profile page.
2. Select the page action button > choose the 'change password' option.
3. Type your current password. 
   Note: If you initially signed-up for Synergy with a social account (Google / Microsoft / LinkedIn / Office 365) then leave the current password field blank, and just enter the new password.
4. Type the new password and confirmation password to match.
5. Save.
6. You can now login to Synergy with your email address or username, and enter the newly updated password.

Use the 'merge profile' feature if you have accidentally created two Synergy profiles. This could happen if you have not linked all your email addresses to your profile, and you create another user profile using your alternate work email address by mistake. Merge your two Synergy accounts together by:

1. Login to the Synergy profile account you want to delete.
2. Open Edit Profile.
3. Select the page action button > choose the 'Merge Profile' option.
4. Copy and paste the code shown in Step 2 into a blank document.
5. Logout of the account you are deleting.
6. Login using the Synergy account you want to keep.
7. Select the page action button > choose the 'Merge Profile' option.
8. Copy and paste the code from the blank document into the field at 'Step 4'.
9. Click Save.
10. The profiles have been combined and all the email addresses are shown in the linked identities panel.

Use this option to export all the profile details to an Excel file. This can be useful for GDPR regulated countries in the EU to be able to provide an export of the personal data that is stored in Synergy. Read more in the Synergy GDPR guide.

This will excel export will include the details from your profile only. You cannot export the details from any other Synergy users profile. The profile picture, linked email addresses, or linked organizations are not exported.

Export your profile data by:

1. Open Synergy and select the profile picture menu in the top right corner > select profile.
2. Click the page action button > select the 'Export profile to Excel' option.
3. An excel file is downloaded to your device that contains the personal data stored in your Synergy profile. Open the file to view the details.

Remove your Synergy account when you have created it in error. This can be used instead of merging the profiles, to delete one Synergy account and then add the email address from the deleted account to the account to keep in the linked identities panel.

Delete a profile by:

1. Login to the Synergy profile account you want to delete.
2. Open Edit Profile.
3. Select the page action button > choose the 'Delete' option.
4. Click the 'delete' button on the confirmation pop-up.
5. Your profile has been deleted, and you have been automatically logged out of Synergy.

1. Username - This field is read-only and displays the username that was entered during the initial sign-up process to Synergy. The username can be used instead of your email address to login to Synergy if required.
2. First name-  Type your first name. Update this field to update the name shown in your staff record for all the linked organizations.
3. Last name - Type your last name. Update this field to update the name shown in your staff record for all the linked organizations.
4. Time zone - Select the time zone for your location. The time zone selected controls the time stamp that shown for actions in Synergy.
5. Display language -Select your language from the list. The language selected will control the spelling of the words on the page, or if available this will translate the English words into your alternate language selected. Translation is not available for all languages at this time.
6. Contact phone -Type the main business phone number. E.g. Office phone number.
7. Contact mobile - Type your mobile or cell phone number.
8. Address - Type the address that people should use as your business postal address.
9. Profile picture - The default profile picture shown is first letters from your first and last name. Another profile picture is shown if you have a Gravatar account. Or upload an image file to use as your profile image by clicking the + button in the 'other pics' section.
10. Identities - This section lists the currently linked email addresses and social identities. Use the buttons in the link identities section to add additional email addresses to this section. Make sure that you add all your business email accounts as linked identities to keep all the organization and portal invitations in the one Synergy account. Link an email address, then confirm the address before you can view the linked organizations.
11. Organizations - The organizations which you have been added to as a staff member. This panel listed the organization name, and your access level in that organization. Click on the organization name to open that Synergy organization dashboard. Organizations are only shown here if they have an active subscription. If the organization you are looking for is not shown in the list, then ensure that you have 'confirmed' your email address.
12. Portals - The project portals that you have been linked to as part of the project team. The project team is made up of internal staff, and external contacts. External contacts can only see the project portal if they have been granted access by the project manager. Make sure that you have confirmed your email address(es) linked to your profile so that you see the full list of project portals.