User Settings

Set up required before use	Who can use it?	Where is it?
Security system settings Links settings	User, Assistant project manager Project Manager Director Administrator System Administrator	Tools > User settings

Will display the list of users, ready for you to login.

This will not display the list of users and you will need to select the Login button.

Checking this option will bypass the login all together and you will log straight into the application. This does however need to be switched on in System Settings. 

Set whether the Synergy application looks like this:

Docked left

or In toolbar

Select a module from the drop down list, so that each time you launch Synergy, the selected module will open.

Timesheets can be entered within the Daily view or the Weekly view.  Set what you want your default to be.  If start and end times are activated, weekly entry of timesheets will not be available only viewing the weekly is available.

This is a great setting if you're not quite disciplined enough to add new Projects to your list. 

1. Select (Show all) in the timesheet screen.
2. Allocate time to a project in the (Show all) list.
3. This will automatically add the project to your My Project list.

great setting if you have Project manager security levels creating their own projects, as when they do the project will be added to their My project list. 

not such a good one for Admin + Accounts staff to use, unless they book time to projects.

Set your preference to:

Project name

Project number

This will also flow through to areas such as timesheets and expenses.

Pressing F4 on the keyboard would invoke a swap of project number to project name.  This will save it as the swapped selection, until such time you press F4 to toggle back to your original setting.

Before starting the installation please close MS Outlook® on your computer.

1. Go to the Tools menu > User Settings.
2. Select the Links tab.
3. Check the 'Use Administrator Privileges' box.
4. Click the Install button.
5. Click OK on the installation complete message.
6. Restart MS Outlook® and you are ready to start using the Synergy MS Outlook® plugin.

Uninstall the Synergy Explorer plugin from MS Outlook® on your computer. The plugin can be re-installed at a later point if required. Uninstall the MS Outlook® plugin by:

1. Go to the Tools menu > User Settings.
2. Select the Links tab.
3. Check the 'Use Administrator Privileges' box.
4. Click the Remove button.
5. Click Yes on the confirmation window.
6. Click OK on the uninstall complete message.
7. The MS Outlook® plugin will no longer be shown on your computer. If you require to use the plugin again, complete the steps above to install the Synergy MS Outlook® plugin.