Synergist user types
KEY ✔ = View, Creation, Editing & Deletion RO = Read Only
|
Full user |
Timesheet user |
|
| Prospects / Clients | ✔ | ✔ |
| Opportunities / Jobs | ✔ | RO |
| Opportunities / Jobs via app | RO | RO |
| Estimates / Quotes | ✔ | RO |
| Estimates / Quotes via app | RO | RO |
| Activities / attached files | ✔ | ✔ |
| Activities via app | RO | RO |
| Purchase orders | ✔ | RO |
| Timesheet entry via browser | ✔ | ✔ |
| Timesheet entry via app | ✔ | ✔ |
| Expense entry/approval via browser | ✔ | ✔ |
| Expense entry via app | ✔ | ✔ |
| Work scheduling / Calendar bookings | ✔ | RO |
| My Calendar bookings | ✔ | ✔ |
| My Calendar bookings via app | ✔ | ✔ |
| Invoicing | ✔ | RO |
| Management & Sales dashboards | ✔ | |
| Personal dashboard | ✔ | ✔ |
| Standard reports | ✔ | |
| Run pre-configured reports | ✔ | ✔ |
| Data Viewer (drag-and-drop report writer) | ✔ | |
| Accounts system integration | ✔ | |
| System administration | ✔ | |
| Please note: These are the access rights of each user type. User restrictions give more granular control over the features and data accessible to users. | ||