Edition: Enterprise
User-level: Director*, Assistant Administrator*, System Administrator
*Read-only access
The Security Matrix in Synergy controls what is accessible for all users, based on their access level.
Differences by Synergy product
Synergy Professional and Business products do not allow you to edit the default security matrix settings. If the staff member needs more or less access, then you can change their access levels in the Staff list.
Synergy Enterprise product allows you to customise and change which features can be accessed by each security access level. You get the default settings outlined below, and you can edit these options to meet your company's requirements.
Access levels
Synergy has six security access levels that control staff permissions and reporting groups. Each staff record is assigned an access level during setup, defining their feature access within the organisation.
These levels are:
System Administrator – Full access, including subscription management.
Assistant Administrator – Access to almost everything, except staff costs.
Director – Similar to Administrator but cannot manage subscriptions.
Project Manager – Can create projects and invoices but cannot access salary details or financial reports with staff costs.
Assistant Project Manager – Can create projects, stages, and tasks but cannot change project status, create invoices, or view financial reports with costs.
User – Primarily for timesheet entry, task management, and project portal access.
Reset Security Matrix
If you've spent some time and have made many changes to the Security Matrix, it can be difficult to tell what you've changed. You may want to reset the entire matrix to default and start from the beginning.
You can do this by clicking the ellipses at the top right of the security matrix and selecting 'Reset':
You will then get a confirmation screen asking you to make sure you want to reset all settings. If you're happy to continue, click OK. This will take all security matrix options and set them to the Synergy default setting, including any Custom Access Levels you've created.
Security by feature
The security matrix is broken down by feature. Each feature will have a checkbox for each access level, allowing you to select or deselect that feature for that access level. A list of the sections is below, with further information through the links:
Teams
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read | Y | Y | Y | Y | Y | Y |
Add |
|
|
|
| Y | Y |
Edit |
|
|
|
| Y | Y |
Delete |
|
|
|
| Y | Y |
Email templates
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Admin |
|
|
|
| Y | Y |
Read |
|
|
|
| Y | Y |
Add |
|
|
|
| Y | Y |
Edit |
|
|
|
| Y | Y |
Availability
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Admin |
|
|
|
| Y | Y |
Read | Y | Y | Y | Y | Y | Y |
Add | Y | Y | Y | Y | Y | Y |
Edit | Y | Y | Y | Y | Y | Y |
Bills
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read | Y | Y | Y | Y | Y | Y |
Create | Y | Y | Y | Y | Y | Y |
Edit | Y | Y | Y | Y | Y | Y |
Unlock |
|
|
|
|
| Y |
Multi currency
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
|
|
| Y | Y | Y |
Add |
|
|
|
| Y | Y |
Edit |
|
|
|
| Y | Y |
Synergy CRM
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
| Y | Y | Y | Y | Y |
Add |
| Y | Y | Y | Y | Y |
Edit |
| Y | Y | Y | Y | Y |
Delete |
| Y | Y | Y | Y | Y |
Contacts
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read | Y | Y | Y | Y | Y | Y |
Add | Y | Y | Y | Y | Y | Y |
Edit | Y | Y | Y | Y | Y | Y |
Delete | Y | Y | Y | Y | Y | Y |
Projects
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read | Y | Y | Y | Y | Y | Y |
Add |
| Y | Y | Y | Y | Y |
Edit |
| Y | Y | Y | Y | Y |
Delete |
|
| Y | Y | Y | Y |
Change project office |
|
|
|
| Y | Y |
Phase |
| Y | Y | Y | Y | Y |
Forecast |
|
| Y | Y | Y | Y |
Performance |
| Y | Y | Y | Y | Y |
Schedule |
| Y | Y | Y | Y | Y |
Stage |
| Y | Y | Y | Y | Y |
Task |
| Y | Y | Y | Y | Y |
View budget |
| Y | Y | Y | Y | Y |
Edit budget |
| Y | Y | Y | Y | Y |
Actuals |
|
|
| Y |
| Y |
Profit |
|
| Y | Y | Y | Y |
Financial summary |
| Y | Y | Y | Y | Y |
WIP |
| Y | Y | Y | Y | Y |
Custom status |
|
|
|
| Y | Y |
Create project types |
|
|
|
| Y | Y |
WIP write-off |
|
| Y | Y | Y | Y |
WIP transfer |
| Y | Y | Y | Y | Y |
Pre-bill |
|
| Y | Y | Y | Y |
Assign to Tasks [Fieldbook] |
|
|
|
|
| Y |
Allow staff charge value in report* |
| Y | Y | Y | Y | Y |
Stage Management |
| Y | Y | Y | Y | Y |
Read Project Custom Fields |
| Y | Y | Y | Y | Y |
Add Projects Custom Fields |
| Y | Y | Y | Y | Y |
Edit Project Custom FIelds |
| Y | Y | Y | Y | Y |
*Reports: If you are set up as a staff manager (using the 'reports to' staff field) then more options are available in the missing timesheets and direct reports. Other users can only view details on their own timesheets, not the timesheets entered by people in their team.
Project contact
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read | Y | Y | Y | Y | Y | Y |
Add | Y | Y | Y | Y | Y | Y |
Edit | Y | Y | Y | Y | Y | Y |
Delete | Y | Y | Y | Y | Y | Y |
Set primary contact |
| Y | Y | Y | Y | Y |
Set invoice contact |
| Y | Y | Y | Y | Y |
Set care of contact |
| Y | Y | Y | Y | Y |
Set portal access | Y | Y | Y | Y | Y | Y |
Invoices
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
| Y | Y | Y | Y | Y |
Add |
| Y | Y | Y | Y | Y |
Edit |
| Y | Y | Y | Y | Y |
Delete a draft invoice |
| Y | Y | Y | Y | Y |
Delete a cancelled invoice |
|
|
| Y | Y | Y |
Finalise |
|
| Y | Y | Y | Y |
Credit |
|
| Y | Y | Y | Y |
Rates
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
|
|
| Y |
| Y |
Add |
|
|
| Y |
| Y |
Edit |
|
|
| Y |
| Y |
Delete |
|
|
| Y |
| Y |
Add rate variations |
|
|
| Y |
| Y |
Add inspection rates |
|
|
| Y |
|
|
Add project variations |
| Y | Y | Y | Y | Y |
Add stage variations |
| Y | Y | Y | Y | Y |
Document templates
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Generate | Y | Y | Y | Y | Y | Y |
Read |
|
|
|
| Y | Y |
Add |
|
|
|
| Y | Y |
Edit |
|
|
|
| Y | Y |
Edit layout |
|
|
|
| Y | Y |
Delete |
|
|
|
| Y | Y |
Project folder templates
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Generate | Y | Y | Y | Y | Y | Y |
Read |
|
|
|
| Y | Y |
Add |
|
|
|
| Y | Y |
Edit |
|
|
|
| Y | Y |
Delete |
|
|
|
| Y | Y |
Contact folder templates
Feature | User | Assistant project manager | Project manager | Director access | Assistant administrator | System administrator |
Generate | Y | Y | Y | Y | Y | Y |
Read |
|
|
|
| Y | Y |
Add |
|
|
|
| Y | Y |
Edit |
|
|
|
| Y | Y |
Delete |
|
|
|
| Y | Y |
Staff folder templates
Feature | User | Assistant project manager | Project manager | Director access | Assistant administrator | System administrator |
Generate | Y | Y | Y | Y | Y | Y |
Read | Y | Y | Y | Y | Y | Y |
Add |
|
|
|
| Y | Y |
Edit |
|
|
|
| Y | Y |
Delete |
|
|
|
| Y | Y |
Subscription
Feature | User | Assistant project manager | Project manager | Director access | Assistant administrator | System administrator |
Read |
|
|
|
|
| Y |
Roles
Feature | User | Assistant project manager | Project manager | Director access | Assistant administrator | System administrator |
Read |
|
|
|
| Y | Y |
Add |
|
|
|
| Y | Y |
Edit |
|
|
|
| Y | Y |
Delete |
|
|
|
| Y | Y |
Titles
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
|
|
|
| Y | Y |
Add |
|
|
|
| Y | Y |
Edit |
|
|
|
| Y | Y |
Delete |
|
|
|
| Y | Y |
Contact status
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
|
|
| Y | Y | Y |
Add |
|
|
| Y | Y | Y |
Edit |
|
|
| Y | Y | Y |
Delete |
|
|
| Y | Y | Y |
Cost centres
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
|
|
| Y | Y | Y |
Add |
|
|
| Y | Y | Y |
Edit |
|
|
| Y | Y | Y |
Delete |
|
|
| Y | Y | Y |
Disciplines
Feature | User | Assistant project manager | Project manager | Director access | Assistant administrator | System administrator |
Read |
|
|
| Y | Y | Y |
Add |
|
|
| Y | Y | Y |
Edit |
|
|
| Y | Y | Y |
Delete |
|
|
| Y | Y | Y |
Expense types
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read | Y | Y | Y | Y | Y | Y |
Add |
|
|
| Y | Y | Y |
Edit |
|
|
| Y | Y | Y |
Delete |
|
|
| Y | Y | Y |
Project types
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
|
|
|
| Y | Y |
Add |
|
|
|
| Y | Y |
Edit |
|
|
|
| Y | Y |
Delete |
|
|
|
| Y | Y |
Payment terms
Feature | User | Assistant project manager | Project manager | Director access | Assistant administrator | System administrator |
Read | Y | Y | Y | Y | Y | Y |
Add |
|
|
|
| Y | Y |
Edit |
|
|
|
| Y | Y |
Delete |
|
|
|
| Y | Y |
Payment types
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
|
|
|
| Y | Y |
Add |
|
|
|
| Y | Y |
Edit |
|
|
|
| Y | Y |
Delete |
|
|
|
| Y | Y |
Timesheets (office)
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
|
|
| Y | Y | Y |
Add |
|
|
| Y | Y | Y |
Edit |
|
|
| Y | Y | Y |
Delete |
|
|
| Y | Y | Y |
Show Office expenses link in Timesheets page |
|
|
|
|
|
|
Timesheets (project)
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
|
|
| Y | Y | Y |
Add |
|
|
| Y | Y | Y |
Edit |
|
|
| Y | Y | Y |
Delete |
|
|
| Y | Y | Y |
Manage & approve timesheet for others |
|
|
|
| Y | Y |
Add stages from timesheet |
| Y | Y | Y | Y | Y |
Copy timesheet | Y | Y | Y | Y | Y | Y |
Unlock Timesheet |
|
|
|
|
| Y |
Tax
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
|
|
| Y |
| Y |
Add |
|
|
| Y |
| Y |
Edit |
|
|
| Y |
| Y |
Delete |
|
|
| Y |
| Y |
Overtime
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
|
|
| Y |
| Y |
Add |
|
|
| Y |
| Y |
Edit |
|
|
| Y |
| Y |
Delete |
|
|
| Y |
| Y |
Contact documents
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read | Y | Y | Y | Y | Y | Y |
Add | Y | Y | Y | Y | Y | Y |
Edit | Y | Y | Y | Y | Y | Y |
Download | Y | Y | Y | Y | Y | Y |
Lock | Y | Y | Y | Y | Y | Y |
Allow check-in/check-out | Y | Y | Y | Y | Y | Y |
Send | Y | Y | Y | Y | Y | Y |
Project documents
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read | Y | Y | Y | Y | Y | Y |
Add | Y | Y | Y | Y | Y | Y |
Edit | Y | Y | Y | Y | Y | Y |
Download | Y | Y | Y | Y | Y | Y |
Share | Y | Y | Y | Y | Y | Y |
Lock | Y | Y | Y | Y | Y | Y |
Add on carousel | Y | Y | Y | Y | Y | Y |
Allow check-in/check-out | Y | Y | Y | Y | Y | Y |
Regenerate all images | Y | Y | Y | Y | Y | Y |
Send | Y | Y | Y | Y | Y | Y |
Staff documents
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
View* | Y | Y | Y | Y | Y | Y |
Add | Y | Y | Y | Y | Y | Y |
Upload new version | Y | Y | Y | Y | Y | Y |
Download | Y | Y | Y | Y | Y | Y |
Lock | Y | Y | Y | Y | Y | Y |
Allow check-in/check-out | Y | Y | Y | Y | Y | Y |
Send | Y | Y | Y | Y | Y | Y |
By default, project managers, assistant project managers and users will only see their temporary files folder but will have full access to the features for this folder.
*If a system administrator changes the staff documents security matrix to restrict access, project managers, assistant project managers, and users will not have access to the page, and cannot access the temporary files folder where the reports are automatically saved.
Notes
Feature | User | Assistant Project Manager | Project Manager | Director | Assistant Administrator | System Administrator |
Read Financial Notes |
| Y | Y | Y | Y | Y |
Add Financial Notes |
| Y | Y | Y | Y | Y |
Edit Others' Financial Notes |
|
|
|
|
| Y |
Delete Others' Financial Notes |
|
|
|
|
| Y |
Read Financial Notes | Y | Y | Y | Y | Y | Y |
Add Financial Notes | Y | Y | Y | Y | Y | Y |
Edit Others' Financial Notes |
|
|
|
|
| Y |
Delete Others' Financial Notes |
|
|
|
|
| Y |
Read Other Notes | Y | Y | Y | Y | Y | Y |
Custom fields
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read staff custom data | Y | Y | Y | Y | Y | Y |
Staff
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read | Y | Y | Y | Y | Y | Y |
Add |
|
|
| Y |
| Y |
Edit |
|
|
| Y |
| Y |
Read Staff Actual Costs |
|
|
| Y |
| Y |
Read Staff Rates |
|
|
| Y |
| Y |
Edit Staff Rates |
|
|
| Y |
| Y |
Edit Staff Overtime Rates |
|
|
| Y |
| Y |
Read Staff Overtime Rates |
|
|
| Y |
| Y |
Change Primary Team |
|
|
|
| Y | Y |
Custom Security Levels
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
|
|
|
|
| Y |
Add |
|
|
|
|
| Y |
Edit |
|
|
|
|
| Y |
Delete |
|
|
|
|
| Y |
Custom Stage, Task, and Milestone Colours
Feature | User | Assistant Project Manager | Project Manager | Director | Assistant Administrator | System Administrator |
Customise Stage, Task & Milestone Colours |
|
| Y | Y | Y | Y |
Planning Boards
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Revenue Forecast Read |
|
| Y | Y | Y | Y |
Resource Planning Read | Y | Y | Y | Y | Y | Y |
Resource Planning Edit |
|
| Y | Y | Y | Y |
Project Planning Read |
|
| Y | Y | Y | Y |
Purchase Orders
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
| Y | Y | Y | Y | Y |
Add |
| Y | Y | Y | Y | Y |
Edit |
| Y | Y | Y | Y | Y |
Delete Draft |
| Y | Y | Y | Y | Y |
Reconcile |
| Y | Y | Y | Y | Y |
Finalise |
|
| Y | Y | Y | Y |
Reports
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read | Y | Y | Y | Y | Y | Y |
Add | Y | Y | Y | Y | Y | Y |
Edit | Y | Y | Y | Y | Y | Y |
Delete | Y | Y | Y | Y | Y | Y |
Share | Y | Y | Y | Y | Y | Y |
Read Report Schedule | Y | Y | Y | Y | Y | Y |
Create Report Schedule |
|
| Y | Y | Y | Y |
Delete Report Schedule |
|
| Y | Y | Y | Y |
Edit Report Schedule |
|
| Y | Y | Y | Y |
Security Matrix
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Read |
|
|
| Y | Y | Y |
Edit |
|
|
|
|
| Y |
Synergy Analytics
Feature | User | Assistant project manager | Project manager | Director | Assistant administrator | System administrator |
Standard |
|
|
| Y |
| Y |