Help for administrators
This category contains sections covering system setup, user setup and maintenance and company-specific parameters that affect your Synergist user experience.
Company settings
User setup & licensing
- Multi factor authentication (MFA)
- Overtime
- User groups
- Disabling a user account
- Create new user
- Administrator vs standard user
System setup
File maintenance
- Using custom fields in reporting and data selection
- Custom fields
- Resources
- Handler and Staff Teams
- VAT Codes
- Standard paragraphs