Edition: Professional, Business, Enterprise
User-level: All User Levels
Previous steps: What is Synergy?
If you are new to your organisation or just starting to learn about Synergy, use this guide to help you get started. In this guide, we have collated a list of the main features you may want to become familiar with during your onboarding process, to make it as easy as possible to follow along. Simply click on the link below each feature to read more about it in our Help Centre.
Watch the 'Using Synergy' Introduction Video
New Starter Checklist
1. User Profile
Check your contact details
Upload a profile picture
Update staff details
Learn about User Profiles
Desktop vs mobile views
Sorting, searching and filters
Learn about Navigating Synergy
3. Timesheets and timers
Enter your weekly timesheets
Track tasks using timers
Staff cash and travel expense claims
Contact types - companies, personnel, and individuals
Tips for using contacts
Learn about Adding Contacts
Project types - Billable vs non-billable projects
Creating a basic project overview
Tips for using projects
Learn about Projects
Project documents and images
Learn about Documents
Chat with project contacts
Learn about using Project Portals
8. Invoices and bills
Create supplier bills
Payments for invoices and supplier bills
Create custom reports
Learn about Synergy Reports
System Administrator's Guide
If you are setting up Synergy as the Subscription Owner or System Administrator, read the System Administrator's Guide along with the Organisation Set Up section of our Knowledge Base, on how to setup Synergy for a new organisation.
Invoices can only be created by users with Project Manager access or higher. Find out more about what users can access the Staff Security Matrix.
Where to next?
What other features does this relate to?