Edition: All products
User-level: All levels
You're able to see staff information in the staff file and the user profile in Synergy and although the two may sound similar there are a few key differences that you need to know.
What is the user profile?
A staff member’s User Profile is personal to them—only they can make changes, and only they can see those changes.
Updates made in the User Profile (such as a name change) do not affect the Staff File, and changes in the Staff File do not update the User Profile.
Think of the User Profile as a gateway to Synergy. It allows the user to access any organisation that uses Synergy, as long as their email address has been added.
How to edit your user profile
Select your profile icon in the top right > Edit profile
Staff can perform the following actions:
Name Change
Viewing their username
Adding a social login
Changing their primary email (*Note below)
Changing their password
Uploading a staff profile picture
Adding personal information including address and contact information
Viewing all originations and portals they belong to
NOTE: The email address in the User Profile must match the one in the Staff File.
If an organisation has added you using a specific email address and you remove it from your profile, you will lose access to that organisation. To regain access, you must re-add that email as a secondary or additional email address.
What is the staff profile?
The 'Staff' page of Synergy is where you will find all of the staff files. Here you can Add, Edit or Remove staff from the organisation as well as view staff details. This section has access limits which can be found in the Security Matrix.
How to edit a staff profile
Organisation menu > staff
Open the staff member you want to edit and select 'edit' in the top right
From this page you can:
View a range of staff information including: name, email, job title, reports to, default rate, unique ID, start date and user level.
Add in personal information including: contact information, home address, social profiles and custom data fields.
Assign staff to: offices and teams.
As above, if you change a staff member's email address to something other than what they have in their User profile, they will lose access to the Organisation and will need to set up a new User profile in order to access the Organisation's Synergy account as a user.
Tips!
Wait for IT to confirm the new staff member’s email is fully set up before adding them to Synergy. Adding them too soon will block the Welcome Email for 7 days, requiring Support to intervene for early access.
Usernames in Synergy cannot be changed by anyone, including Total Synergy. Choose a suitable format (e.g., first name_last name) when setting up your profile. The only way to change a username is by deleting and recreating the User Profile.
If a new staff member cannot log in, you can resend the Welcome Email by clicking the '...' to the right of their name on the staff list > resend welcome email
