Edition: Professional, Business, Enterprise
User-level: System Administrator
Previous steps: Account Owner
As a System Administrator you can:
Change your Synergy edition (Professional, Business, Enterprise)
Add and remove add-ons
Increase and decrease staff licenses
View how many licenses are in use
Purchase additional storage
Add or update credit card information
To manage your subscription:
Go to Organisation drop down > Subscription
On this page, you can:
*New users* Starting paid subscription
Every account owner in Synergy will be required to add credit card details, whether on a monthly or annual billing cycle. In order to activate Synergy past a trial, you will need to add credit card details - if you are on anything other than monthly, you will not be charged until your account credit has depleted.
Click the "Start paid subscription button"
or Edit > Start paid subscription
Select/confirm the product edition (Professional, Business, Enterprise) is correct
Check staff licenses are correct for your organisation
Add any additional storage if desired, and choose or check any add-ons are on or off, depending on whether or not you chose to use them during your trial
Click Calculate
Click Next
This is your chance to check everything is correct such as
License count
Add-ons
Storage
Add your credit card number, expiry and CVC
Click the Pay now button
Updating credit card details
Click either the green "Update credit card details" button
Or you can click Edit > Update credit card details
Add your credit card number, expiry and CVC
Click save
Change product, users or storage
Click the green "Change product, users or storage" button
Or click Edit > Change product, users or storage
Upgrade or downgrade your Product edition (If you go down an edition, you may lose features, consider this before making your change)
Click the Product drop down, and choose your selected product edition
Increase or decrease Staff licenses
Free-type the total you'd like to have, or use the up/down arrow beside the number to go up/down in increments of 1
Add, increase, decrease, or remove additional storage
Free-type a number (Gigabytes) of storage, or use the up/down arrow beside the number to go up/down in increments of 1
Enable or disable add-ons by ticking/unticking the Add-on name.
Things to note:You will be charged pro-rata amount for any Qdd-on you enable for the amount of time it is enabled.
Fieldbook is a per-user add-on and can be enabled for specific staff numbers.
You need to assign the Staff that need access to Fieldbook.
Click the green Calculate button at the bottom of the page to calculate the new total
Click Next
On the right-hand side, confirm all information is correct
Use your pre-registered card, or use a new card
Click Pay Now
You can come back to this page any time to add or remove the options above, or update your credit card details.
Tips!
If you'd like to discuss or demo any of our add-ons, please reach out and this can be organised for you!
Where to next?
Configuration overview
What other features does this relate to?