Edition: Professional, Business, Enterprise
User-level: Director, Assistant Administrator, System Administrator
Connecting to Unified Workspace will allow you to synchronise your Synergy project folders and files with SharePoint and Microsoft Teams.
Document control can be maintained within SharePoint, and updated versions or revisions can be synced back to Synergy to be sent to your clients in transmittals.
Enabling the Unified Workspace
From Side Navigation, click your organisation > Organisation Settings > Other Connections > Connect to PIM
In the Connect to PIM page, you'll need to follow the steps in the Authenticate and Unified Workspace tabs to enable the add-on.
Authenticate
The Authenticate tab is made up of three steps, as follows:
TenantID - Enter your TenantID, which can be found by logging in to Azure AD (administrative user required), and look at the Overview section of the Azure Entra Admin Center page.
Approve Permissions - This will open a new tab with a list of permissions to approve. Select Approve to proceed to the next step.
Enable Connection - Select Enable Unified Workspace to proceed to the Unified Workspace tab.
Unified Workspace
There are 3 steps to configure the Unified Workspace tab, detailed below.
If you are an existing SharePoint add-on user, these steps do not need to be repeated.
Step 1 - SharePoint Configuration
This step requires the SharePoint base path and your preferred site naming format:
The SharePoint base path is the start of your SharePoint URL, eg. companyname.sharepoint.com
The following site naming options are available:
Project Name
Project Number
Project Name and Number
Project Number and Name
Step 2 - Test Connectivity and SharePoint Security Groups
Before testing connectivity, you'll need to set up the following tenant security groups in SharePoint (case sensitive):
Synergy_User
Synergy_Assistant_Project_Manager
Synergy_Project_Manager
Synergy_Director_Access
Synergy_Assistant_Administrator
Synergy_System_Administrator
To set up the security groups, head to Entra Admin Centre, and select Groups from the menu:
From the Groups menu, follow these steps:
Click New Group
Group Type: Security
Group name: as above eg. "Synergy_User"
Description: Optional, but useful for future reference. eg "Staff with 'User' security permissions in Synergy"
Click Create
Repeat Step 1 for each Security Group.
Synergy_User
Synergy_Assistant_Project_Manager
Synergy_Project_Manager
Synergy_Director_Access
Synergy_Assistant_Administrator
Synergy_System_Administrator
Important: Now you need to add all staff to the groups that correspond to their level of access in Synergy.
For example, someone who is a project manager in Synergy should be assigned to the security group Synergy_Project_Manager in Microsoft Entra.
After assigning all staff to the group they belong to, wait 5 minutes, then select Test Connectivity in the SharePoint add-on setup page:
Step 3 - Enable Connection
In this step, you'll need to enter a sync date.
All projects created between the defined date and the current date will have their project folders and files in Synergy synced to SharePoint.
This can be run at any time, so you can choose to sync projects in batches based on the date they were created.
Projects are only synced once, and if a project that falls within the specified range has already been synced, it will be ignored.
Common Errors
Other users can't see Folders in the Sharepoint site
The most common reason for this, is that they have not been added to a security group. Without being added to the Security Group, it will prevent them viewing folders and files for security reasons.
Multi-domain is not supported
If you're logging into Synergy using a different email domain to the domain Sharepoint is using, you will find issues with access, site creation, and folder creation. Always ensure you're on the same domain as the Sharepoint.