The Users tab manages all of the agency accounts that can access Syngency.

These user accounts represent each of the staff at your agency that require access to Syngency. They do not include talent accounts, which are managed from talent’s individual profiles.

There are three user account types:

  • Administrator
     Access to all features, including Reports and Settings.

  • Agent
    Limited access to features, and no access to Reports or Settings.

  • Assistant
    Limited access to features within one module only (eg. Bookings, Talent, Contacts, etc).

If you have a multi-office plan, you will also see an Office column in the user list, and be able to assign users to a specific office.

If you need a new user added to your account, please contact your Syngency Account Manager and they will set a new user account up for you. Once the account has been set up, you are able to go into the Users tab and customise.

Details

The Details tab contains the basic personal and contact information for the user. First Name, Last Name, and Email are all required fields. The Email address is used to identify the user when they sign in to Syngency.

Account

The Account tab sets the users’ account type (Administrator or Agent), whether their account is Active (inactive users are not able to sign in to Syngency), their Office (if you are on a multi-office-enabled plan), Commission (if applicable), and Password.

To send the user an invitation email and allow them to set their own password, check the Send Invite option and click Save.

Permissions

The Permissions tab allows granular access to Syngency to be defined for each user.

Email Signature

The Email Signature is displayed on all email messages sent by the user via Syngency. This can contain basic formatting, such as bold, underline, and italic, with more detailed customizations able to be added with HTML by clicking the Code View <> button in the editor.

Notes

Any administrative notes for the user can be added to the Notes tab. These are private and only displayed in this tab.

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