User Management
This section defines how to invite, edit, and delete users in Synergy.
Inviting a User
1. On the Home screen, click the "User Management" tab, then click the [Invite New User] button.
2. In the “Invite New User” dialog box, do the following:
- Add the user’s Email, First, and Last Name
- Select the Timezone
- Select Integrator or Admin from the Role dropdown menu
- Click the checkbox to “Allow Report Email Notifications”
3. Click the [Send Invite] button. After you have successfully added a user, the new user will appear in the User list.
Note: Admin users can manage users as well as configure data. Integrator users can only configure data.
Editing a User Record
1. On the Home screen, click the "User Management" tab.
2. Click the "Edit" icon associated with the user record you want to edit. The “Edit User” dialog box will appear.
3. Edit the information as appropriate, then click the [Save] button.
Note: To change the user's email address, the user must be deleted and re-invited using the new email address.
Deleting a User
1. On the Home screen, click the "User Management" tab.
2. Click the "Trash Can" icon associated with the user you want to delete. A Delete User confirmation box appears.
3. Click the [OK] button.
Note: Administrators may not delete themselves from the system.
Searching for a User
1. On the Home screen, click the "User Management" tab.
2. Use the search bars at the top of the page to filter user results.
3. Click the [Apply Filter] button. The user list will update, and display users based on your search filters.
Sorting the User List Table
1. On the Home screen, click the "User Management" tab.
2. Click the arrow next to the category name to sort. An upward-pointing arrow sorts the list in ascending order while a downward-pointing arrow sorts the list in descending order.
