Synergy Analytics Security Matrix

Breakdown of the default security access levels included in the Security Matrix for Synergy Analytics

Updated over a week ago

Edition: Professional*, Business*, Enterprise**

User-level: System Administrator

Previous steps: Subscription Management

*Professional and Business Edition users will only see Synergy Analytics if the Analytics Plus add-on is enabled.

**Enterprise Edition users will see the standard Synergy Analytics Dashboard by default, for the additional Dashboards the Analytics Plus add-on is required.


Below is a break down of which Security Access Levels have access to the Analytics and Analytics Plus dashboards. By default Directors and System Administrators will have access to all Dashboards.

Enterprise Edition users are able to modify their Security Matrix and enable/disable Dashboards to other Security Access Levels at their discretion. Each of the different Dashboards are broken down into individual levels so you can carefully choose which Dashboards you'd like certain Access Levels to view.

Important Note: We'd advise checking what each dashboard has available before turning this on for a any additional Security Access Levels so you do not provide users access to data they should not see. For example: Turning on Projects > Financials for 'users' will open them up to seeing a range of costs they probably should not see.


Getting to the Security Matrix in Synergy

  1. Click the Organisation drop-down menu > Settings > Organisation > Security Matrix.


Synergy Analytics Standard Dashboard

Available to Enterprise users by default.

Synergy Analytics

User

Assistant PM

PM

Director

Assistant Admin

System Admin

Standard

x

x


Synergy Analytics Plus Dashboards

Synergy Analytics Plus add-on required.

Synergy Analytics Business

User

Assistant PM

PM

Director

Assistant Admin

System Admin

Overview

x

x

Performance

x

x

WIP Recovery

x

x

Revenue Analysis

x

x

Profitability

x

x

Synergy Analytics Finance

User

Assistant PM

PM

Director

Assistant Admin

System Admin

Overview

x

x

WIP Analysis

x

x

Write Off Analysis

x

x

Revenue Debtor Analysis

x

x

Synergy Analytics Forecasting

User

Assistant PM

PM

Director

Assistant Admin

System Admin

Project Breakdown

x

x

Resourced vs Actuals

x

x

Forecast vs Invoiced

x

x

Synergy Analytics People

User

Assistant PM

PM

Director

Assistant Admin

System Admin

Overview

x

x

Team Leader

x

x

None Billable Time

x

x

Projects

x

x

Synergy Analytics Project

User

Assistant PM

PM

Director

Assistant Admin

System Admin

Overview

x

x

Snapshot

x

x

Financials

x

x

Forecasting

x

x

Synergy Analytics Sales

User

Assistant PM

PM

Director

Assistant Admin

System Admin

Overview

x

x

Ongoing Proposals

x

x

Revenue Pipeline

x

x

Win/Loss Analysis

x

x


Where to next?
โ€‹Enabling Add-Ons

What other features does this relate to?

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