Home and Profile Settings

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.

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.

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.

1. Click on the 'Gravatar' button in the 'profile image' panel 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.

1. Login to the Synergy Cloud Services using your work email address.
2. This is the email address that is on your Synergy staff record in the Synergy desktop application.
3. To reset the password click the 'Forgot password' link on the login page, and follow the steps.

1. In the top toolbar click the Profile option.
2. Type your first and last name. The first name will be shown in the top toolbar.
3. Select your time zone. This is used to default what date is 'today' in Synergy Cloud Services.
4. Click the green save button.

Remove your Synergy Cloud Services profile if it was created by mistake or is no longer required. This is an optional action, that will reset your cloud account and allow you to re-create your profile again later. There is no undo for the profile deletion, you will need to re-create your account.

Tip: The user will only have access to your company cloud file, if their email address is listed on a Synergy staff record in the desktop application.

Delete a user account by:

1. Select your name/picture in the top menu
2. Choose the Profile option in the list.
3. On the profile page click the 'delete this profile' button.
4. Your account will be deleted and your be placed back at the login page.