Getting Started with Synergy Platform

The first person from a company goes to the Synergy Platform website to register the company and themself as the company administrator. The administrator will get an email from the system to inform the user about a successful registration. By clicking the link in the email, the administrator can go to the site to login and start to use the system.  When a company is registered, there will be three folders created in the system under managed documents: Company, Public, and a private user folder.  The administrator can start by creating some roles with various access rights. Then the administrator can create more users and assign roles to the users. When a user is created, an email is sent to the user with login details. The user can click the link in the email to complete the process. Note: Users cannot login to the system until they click the link in the email sent to them.

Creating the Company Account & Roles

Step one is to register the company and create the company administrator user. These steps are detailed more thoroughly at this link: https://synergyhelp.ironcad.com/article/how-to-create-a-user-account

Next, before setting up the users, Rights and Roles will need to be defined in the system. Roles will provide an easier way to assign access rights to users.

General practices for assigning rights:

• If you assign Admin rights to a role, you do not need to add any other rights because Admin right includes all the rights in the system.
• For engineers who work on CAD files, the role should contain edit rights. For example, Folder Editor, File Editor, Catalog Editor, Catalog User, DM User and Service User.
• The Public folders are open to all users, so be careful when giving users rights to upload files to the public folders.
• Some rights are overlapping, for example, File Editor can view files as well as editing files.

Review the Managing Roles and Rights article for more details.

Customize the information for your account

Services

Only the System Administrator (currently IronCAD acts as the System Administrator) can change Services used by the company. If a company wants to use particular Services and Licenses, the company administrator needs to send a notification to the System Administrator to make the changes. Please refer to Notification section for details.

Options

The company administrator can change the options used by the company. Currently, there are four options, which by default are all turned off. The Options page can be accessed from top menu bar by clicking next to the Username and selecting Manage Options.

Clicking the Edit button will allow the administrator to edit the option with a pop-up dialog. Clicking the Save button will save the changes and Close will close the dialog without saving.

User Activity Logs

One of the Options is to allow logging of User Activities. If this option is enabled, the Admin can check users’ activities by looking through the User Activity Logs. This page can be accessed from top menu bar by clicking next to Username and selecting Logs.

The Logs page opens without any log activity pre-loaded. Since the data will continue to record all activities and may be very long, the admin is given the ability to choose options on how to query the log data.

Here is a quick summary of the options for defining Activity Log Searches:

• Start Date – The earliest log date for the query. The default value is the first day of the current month.
• End Date – The latest log date. The default value is Today.
• Action Type – Type of user activities to query. The default is All types.
• Log Level – What level to query the activities. The default is All Levels
• Action Name – The individual action to query. The default is All Actions.
• User – To query data for a specific user.  The default is All Users.

After selecting the options, click the Load button to load the data and show the search results.

The Final Step

Once all the users are set up, it is time to start uploading documents and collaborating!