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Hello, I am the Synergy User!

Written by Robin den Buurman on . Posted in Exact Synergy

Let me introduce myself. As of 244 every user that can use Exact Synergy Enterprise will be a Synergy User. I am the most basic of users in Exact Synergy Enterprise; intended for employees that don’t rely in their daily work on the use of Exact Synergy but do need to have access to ask for a day off and view their calendar. Maybe they need me to find contact information of colleagues or allow them to communicate with colleagues in a structured way. On top of me you can stack multiple roles to expand my functionality. I can make use of the following functionality:

View Intranet news page

This allows me to be informed on what is going on within my company, access links to start pages, read the most important news that gets broadcasted within my company. This makes sure I am always involved and informed!

Create tasks for myself and other users

Maintain a to-do list and request jobs to be done from others. It also allows me to keep track of the progress of these tasks.

Receive tasks

Receive tasks from others.

Request a vacation

Ask my manager for approval on days off.

View my calendar

Check my calendar for upcoming events and jobs to do.

Maintain favorites

Allow to store shortcuts to documents and other resources for quick access.

Synchronize my Calendar with Microsoft Outlook

Make sure Microsoft Outlook represents the Exact Synergy Enterprise calendar.

View my resource card

View if my personal data is correct, correct and add information to it.

Setup my Exact Synergy Enterprise preferences

Adjust the language and language settings for me personally.

Find colleagues

Search for colleagues and look at their contact information.

View Microsoft Reporting Services reports

View MS Reporting reports if the reports rights allow me to.

Synergy User Interface

Extending my functionality can be done by assigning me one of the roles below:

Extending the functionality which is available to me as a Synergy user can easily be done by assigning additional roles. The Synergy User can be extended by the following roles:

  1. Professional Role.
  2. Employee Self Service Role.
  3. CRM Role.
  4. Incoming Invoice Register Role.
  5. Report Manager Role.
  6. Hour Entry Role.
  7. Project Controller Role.

And the best thing, I am free to use and only require a small annual fee to support me.

Want to know more about Exact new license model?

In our vision every employee can benefit from the use of Exact Synergy Enterprise in your organization by using workflow, documents, CRM, HRM and the many other features. Our answer is a very affordable basic user; the Synergy User.

Watch this video to know why and how we changed it. Also for more detailed information on each role; take a look at this page.

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Comments (4)

  • Synergy User

    |

    Very interesting!

    You mention a Synergy user is “free”? So could a company who is currently not using Synergy Enterprise just have Synergy users? how would this work if you allow it?

    Reply

  • Robin den Buurman

    |

    Hi,

    You need atleast one Synergy User + Professional role (aka Fullsuite) which is mandatory in order to be able to configure and setup Exact Synergy Enterprise. After that the role based system can be applied as you see fit. See the website link for more details (I specially like the video which explains what and why we changed this). One of the main advantages of the role based system is that more precise functionality can be acquired and assigned to employees which makes a better fit with your demands and wishes as a customer.

    Enjoy!

    Reply

  • Synergy User

    |

    Hi Robin

    With regards to the different roles now available is there a matrix available to see exactly what each role can do?

    Many thanks

    Reply

  • Robin den Buurman

    |

    Hi,
    There is no such matrix available yet. However I do believe more material is going to be published, not sure that a matrix is part of that.

    Reply

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