Unable to locate a Project after enabling Multi Office

Problem

After opening Project List it was noticed that not all the expected Projects are shown. The multi office Synergy feature is enabled, as more than one office location exists for your company. The user that has reported the missing projects will often work on tasks for multiple office location.

Solution

This situation can occur if multi office security is enabled. Multi Office feature includes additional user security, which stops users from Office A from viewing the projects from Office B. The security is configured against the user login account access level.  

Step 1: Check if Multi Office security is enabled.

1. Login to Synergy using a System Administrator account.
2. Go to Tools > System Settings > Security tab.
3. In the Offices section see if the option is checked: 'restrict the project managers (and below) to only see records attached to the offices they are linked to'.
4. If yes, check the two other check boxes to restrict for administrators and directors are selected.
5. No need to amend these settings, please take note of which type of user account this setting is enabled for.

Step 2: Allow selected users to view projects for multiple offices

1. Go to Practice > Staff and application security.
2. Find the staff member that works on projects in multiple office locations.
3. Double click to open the staff user account.
4. The General tab > Office field will display the office that the staff member is located within.
5. Click on the Offices tab.
6. Check the box for any additional office locations that this staff member requires.
7. Save and close.

The user will now be able to view all projects created for the selected office location. The user will need to close, and re-open Synergy to see the changes to Project List.

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