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The Total Synergy Community is a place where you will be able to connect with other Synergy Cloud users and the Total Synergy team, right across the globe. It’s a space where you can learn, ask questions, support ideas, and give feedback. This will not replace any of our customer support avenues but rather serve as an additional way for you to engage with the product, best practice tips, your industry, and the wider AEC community.
This article will cover the following:
How to Log in to Community
Logging into the Total Synergy Community is easy! Your Synergy login and Community account will be linked so you will be able to access it directly through the app. This means you won’t need to keep any links or remember any more passwords.
To log in:
Go to the ‘Get help’ widget and click on the Total Synergy Community link.
Click on the ‘Login with Total Synergy Single Sign-on' button.
Go to the homepage of the Total Synergy Community
Once you have logged into the Community you will need to setup your profile, follow the steps below for help with this process - it'll take a minute or two and we'd love for you to complete this step.
Click on your initials in the top right hand corner, and click "Your profile".
Click "Edit profile" under cover image.
Here we encourage you to fill in the following fields:
Optionally you can also fill in your Pronouns, Website, Location, and Social Links (LinkedIn) as well as a Bio (you can use this to let us and others know what you specialise in for example).
Click on the icon image at the very top - and update this with a photo of yourself (also optional, but we love to see it!)
Once everything is complete, you can click update at the very bottom of the page.
You can always come back to edit anything, and make updates any time.
Note: All of these fields are optional, but we love seeing our customers faces and names, plus this helps everyone connect on a deeper level.
Navigating the Profile page
From the Profile page, you can also see all of your posts, replies, and spaces you've joined.
In here you'll see anything you've posted in the Community, this helps you find your posts again with quick access.
This will show you everything that you've replied to a post with.
By default you will be included in our main groups/spaces, these include "Welcome to the Community", "Roadmap", "News, Updates & Events", and "Feature Requests". This is a quick way to get to your favourite groups, to follow additional groups you can head to any of the groups in the left hand side menu, and click "Join"
You will notice that on the right-hand side of the 'Feed' there is a Leaderboard feature. This is based on how much you contribute to the Community. The score is calculated by the number of posts, replies, and reactions you contribute to the Community. Our top contribution scorers can be found in a list on the right-hand side of the 'Feed' page, and top contributors will get rewarded with a badge containing a Trophy icon, because we love you and you are winners for being so active in our Community. 🏆
Customising your Feed
You can customise how your Feed appears for you in a couple of ways.
Sort by: you can sort by the Latest, Recent activity, Mosty replied, and Most reacted posts.
Filter by tag: Right above the leaderboard and below your profile snapshot, you'll see an option with tags. This will display all tags that have been used in the Community. Clicking any one of these tags will reduce your Feed down to only posts containing that specific tag if there are any. To reset the view, just click "Clear" in the top right hand corner.
Groups and Notifications
Once you've joined the Community, you will be added to 4 groups by default:
"Welcome to the Community", "Roadmap", "News, Updates & Events", and "Feature Requests".
This is the base set of groups that we believe will provide you with the most value 'out of the box'. There are other groups which you can access via the menu on the left hand side, or by clicking on the main category to bring up a list of all groups underneath it.
Once in the group, you can click the Join button.
When you join a group, you are presented with additional options, one of these options is your notifications for that group alone. By clicking the Bell icon, you'll get the options for which frequency you'd like to be notified of new posts.
You can also choose which posts you'd like to be emailed about versus which ones you'd like to know about just from within the Community notifications box.
These options can also be modified from within the Notifications box > Settings icon rather than via each group individually.
What are Tags?
Tags are identifiers for your posts, they act as a filter to drill down to specific tagged post types, as well as help in identifying the subject of your post.
A tag can be product-specific such as Project, Invoicing, or Reports etc. or they can be process-specific like Knowledge, Feature Request, Feedback (they can also be both! You can add more than one tag).
To add a tag to your post/discussion, when you're in the creation pop-up for your post, you'll see a "Tags" section at the bottom, either choose a pre-created tag from the drop down list, or start typing your own - if it doesn't exist you can press Enter once you finish typing the tag to add a new one.
There are different post types in the Community so that you can post with the best success!
From any group in the Community that you're a member of, you'll have the "Add post" (or add idea, add question) option, and the available post options allowed for that group.
If you have a question about something specific for either the Total Synergy team, or other users of Synergy, use the Question option. This options allows Total Synergy staff (and other Synergy users) to provide an answer to your question.
Ideas are Feature Requests - see more on adding Feature Requests in our article here, but essentially use this post type if you'd like suggest an improvement or new feature for a specific area or feature within Synergy.
Discussion posts are best used to begin a discussion, for example how a certain feature works or how other users manage a specific task, ie. "I'd love to know how other Synergy users manage Subcontractors". This is post type is perfect for collaborative discussion.
Where to next?
What other features does this relate to?