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Home and Profile Settings

Click the expanding menu button in the top toolbar, then select the 'Home' button . Open the Profile page by selecting the Profile button within the expanding menu, or click your profile picture on the Synergy Application Home Page.

What are the Home and Profile Settings?

The Home and Profile Settings area allows you to switch between which Synergy Cloud Services database you are using and setup your profile details.

The Home screen allows the user to switch between which company database they have open for entering timesheets, or looking up project and contacts details. In addition if the staff member has Accounts or Support access, the Home page is used to navigate to these areas. A staff member can have multiple companies shown in this list if their email address is stored on a Synergy Staff record for more than one company database that is replicated to the Cloud. In addition if a staff member is listed as a Account Manager or Support User the company name will be shown in the list.

The Profile screen allows the First and Last Name of the staff member to be entered and setup of what profile picture is displayed. The profile settings entered will be used throughout the Application, Accounts and Support areas.

Tip: Learn more about who has access to each area of Synergy Cloud Services.

Why use the Home and Profile Settings?

Manage the name shown thorough Synergy Cloud Services, switch between your Synergy company databases, or access Accounts and Support.

Actions available

ClosedHome Page Actions

The following actions can be completed in the Home settings area of Synergy Cloud Services.

ClosedSwitch between the Synergy application databases

Multiple company names will appear in the list if your email address is linked to a Staff record in the Synergy Desktop Application, and the database is being replicated to the Cloud to use the Synergy Cloud Services web based application. Choose which company database you are using by:

  1. Open the Home page.
  2. Open a Synergy database by either:
    1. Clicking on the database name on the left side of the screen.
    2. Or clicking on the 'App' button on the right for the database you want to open.
  3. The Synergy application database selected will open to the 'Dashboard' page of the application.
ClosedOpen the Support area

Use Support to log a request for assistance with the Total Synergy Support Team using the helpdesk. Support also allows you to download installation files or training manuals, and watch training videos for Synergy products. Access Support by:

  1. Open the Home page.
  2. Click the 'Support' button on the right side of the Home page for your company database name.
  3. This will open the support dashboard for that company account.
  4. Use the support dashboard to view any recently updated helpdesk calls, or new download files, and recently added training videos.

Tip: If 'Support' is greyed out on the Home page, then you have not been granted access to Support. Please contact your internal Synergy Account Manager to be granted access to the support area. Learn more about who has access to Support.

ClosedOpen the Accounts area

Use accounts to pay any outstanding invoices for your Synergy products. Accounts also allows you to update the billing frequency for your Synergy products, and define which of your staff members are the Account Managers, and which staff members have access to Support. Access Accounts by:

  1. Open the Home page.
  2. Click the 'Account' button on the right side of the Home page for your company database name.
  3. This will open the Accounts summary page for that company account.
  4. Use the Accounts summary page to check your Synergy license expiry date, and navigate to the Security or Billing sections.

Tip: Learn more about which users can access Accounts.

ClosedProfile Actions

The following actions can be completed in the Profile settings area of Synergy Cloud Services. Open the Home page, then select 'Profile' in the top toolbar to access these settings.

ClosedUse Gravatar to change your Synergy profile picture
  1. Click on the 'Gravatar' button in the 'avatar' section of the profile page.
  2. The Gravatar web site opens to allow you to define your profile picture.
  3. Complete the Gravatar setup process. Learn more about setting up a Gravatar account.
  4. After completing the setup process, close your web browser.
  5. Re-open the browser and login to Synergy, and your profile picture will be shown.
ClosedChange the password used to login to Synergy
  1. Login to the Synergy Cloud Services is completed using an email address linked to one of the following services:
    1. Windows Live ID
    2. Google
    3. Yahoo!
  2. Synergy does not maintain the password for these third party services. To update the password, please go to the web site for the service used (Windows Live ID, Google or Yahoo!) and update your password.
ClosedUpdate your First or Last name details
  1. In the top toolbar of the Profile screen click the 'Edit' button.
  2. The Edit pop-up window is shown.
  3. Type your first and last name.
  4. Click Save.

Tip: This name will be shown for you on the Home page for Synergy Cloud Services.

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