Total Synergy

Overview of the Dashboards of Synergy Analytics Plus.

Synergy Analytics Plus Dashboard Overview

Instructions on how to opt in or out of Synergy Analytics Plus

How to Subscribe and Unsubscribe from Synergy Analytics Plus

Breakdown of what's included within the set of Business Dashboards.

Synergy Analytics Plus Business Dashboards

Breakdown of what's included within the set of Financials Dashboards.

Synergy Analytics Plus Financials Dashboards

Breakdown of what's included within the set of Sales Dashboards.

Synergy Analytics Plus Sales Dashboards

Breakdown of what's included within the set of Projects Dashboards.

Synergy Analytics Plus Projects Dashboards

Breakdown of what's included within the set of Resources Dashboards.

Synergy Analytics Plus Resources Dashboards

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

Synergy Analytics Security Matrix

Special security consideration for synergy analytics maps.

Special Security Consideration for Synergy Analytics Maps

Synergy Analytics Plus

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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