Customise the My Synergy Dashboard

Change what plugin's are shown on the My Synergy dashboard. Each User can customise what information is shown on their dashboard, and select what position on screen each My Synergy plugin should be displayed.

ClosedGetting Started

Setup required before use

Who Can Use It?Where Is It?

Default views

Alert settings

Aged Debtor settings

User

Assist. Project Manager

Project manager

Director

Administrator

System Administrator

My Synergy dashboard > Configure icon

Customise the dashboard

You can customise the default view shown on your My Synergy plugin. Add or remove plugin's, and change the order that they are displayed. Your customised setup will be saved, and shown each time you login to Synergy.

Tip: Not sure which plugin's to add? Review our list of recommendations. Locate My Synergy Recommendations to learn more.

ClosedMove the plugin location

left click to move the plugin around.

right click in the middle and use a drag motion up, down, in, out to adjust the size.

ClosedChoose your plugins
  1. Open My Synergy.
  2. Click the Configure icon .
  3. Click the cross  to remove any plugins from your dashboard.
  4. Double click a plugin from the list on the right. This will add to My Synergy as a default size.
  5. Edit the position by a left mouse click on the plugin, and drag it to a new location.
  6. Edit the size by a right mouse click on the plugin, and drag left or right to adjust the size.
  7. Repeat these steps with all other plugins you want to add/remove.
  8. Enter the 'Title' to be displayed on the tab.
  9. Select save when finished .

Configure the My Synergy Tabs

The My Synergy dashboard is made up of five tabs to store several pages of plugins. This feature allows you to have a tab which stores plugins for day-to-day tasks, and use the other tabs to store management graphs and reports. Each tab of plugins is configured separately. NEW 4.8

Tip: Click on the tab on your My Synergy dashboard to switch between which tab is displayed.

ClosedComplete these steps to setup Tab 1 and Tab 2 to both display plugins:
  1. Open My Synergy and Tab 1 is shown by default.
  2. Click Configure .
  3. Design Tab 1 by adding or removing plugins, and click save when finished.
  4. Click on Tab 2.
  5. Click Configure .
  6. Design Tab 2 and save .

Restore the default page layout

Default pages are used to easily allow all users with the same Synergy access level to have the same layout for their My Synergy plug-ins. The default page layout is designed by the Administrator or System Administrator.  Locate My profiles to learn how.

ClosedTo restore your default page
  1. Open My Synergy.
  2. Open the tab for which you want to restore the layout.
  3. Click Configure .
  4. Click .
  5. Click Save .
  6. The default page layout for your access level is applied. Note: Each Synergy user can then customise the default layout, and add/remove extra plugins.  

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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