Cloud Security

Use the Security section within Accounts to choose which staff are the Account Managers. The account managers can perform the following tasks:

1. View the Synergy license details and update the company contact information.
2. Nominate which users have access to the Support and Account within Synergy Cloud Services.
3. Access the billing section to view any outstanding invoices, which Synergy products have currently been purchased, and pay any outstanding Synergy invoices using a credit card.

Nominate who the main contacts in your company are for Support queries. The account managers and the nominated support managers will be able access the Support area. The following tools are available in the Support:

1. Log a new call on the helpdesk to request assistance from the Total Synergy Support team.
2. View all open support calls on the helpdesk for your company.
3. Download installation files and Training Guides for Synergy products.
4. Watch training videos to learn more about how to use Synergy.

The user summary panel on the right displays a list of staff that have access to use Synergy Cloud Services. This is a read only list of the staff records from the Synergy desktop application. No actions are available in this panel. The following information is shown for each staff member:

1. Profile PictureThe profile picture is setup using the third party tool Gravatar. Each staff member defines their own profile image using the Profile page. Learn more about setting up your profile.
2. NameThe staff members first and last name defined in their Synergy Cloud Services profile is shown in bold text. If the name is not listed then this has not yet been setup in their Synergy Cloud Services profile. Learn more about the Profile options.
3. Email AddressThe email address entered to the staff record in Synergy Desktop Application, or entered as the Account Manager or Support Access fields on the Cloud Security settings area.
4. Access LevelThe Synergy Desktop Application security access level is shown. This can either be System Administrator, Administrator, Director, Project Manager, Assistant Project Manager, or User. If the security access level is not shown then this user is not a staff member in the Synergy Desktop Application, but they are nominated as either the Account Manager or Support Access Staff on the Security Settings tab. If the access level is shown in green then the staff member has setup their Synergy Cloud Services profile. If the access level is shown in grey then the staff member has not yet used or logged into Synergy Cloud Services.
5. Approved access toThe different sections of Synergy Cloud Services are displayed if the staff member has access to that area. Application shows the staff member has access to the Cloud Application to enter timesheets and expenses or look-up projects and contacts. Accounts shows the staff member has access to update the billing details and pay invoices online via credit card. Support shows the staff member has access to view training videos, download documents, and log new helpdesk calls with the Synergy Support Team.

Where: Find this on the Accounts dashboard. Click the usage button in the bottom left corner of the Cloud Security panel.

Why: Use this to see which staff have logged in to Synergy Cloud Services. If your staff are not in the list, then they have not yet used the web application. Check if your remote staff are logging in regularly to enter their timesheets or expenses.

Click the image above to view when staff last logged into Synergy Cloud Services.

The list shows the following details:

1. Gravatar image - Each user needs to setup this image in their user profile. How to add a Gravatar image.
2. Email address - Lists the email address that the staff member used to login, which matches to the email address on their Synergy Staff Record in the desktop application.
3. Access level - The Synergy access level defined in the staff record in the desktop application.
4. Last login time - Displays the last time that the staff member logged into Synergy. i.e. now, within the last 4 hours, in the last day/week/month.