Synergy project portals allow you to invite anyone, whether they’re a Synergy user or not, to securely login to access the portal. There are no extra charges for people you invite to join a project portal.
Project portals let you communicate and share files with your internal project team and external project contacts.
Project portals are a central location where all members of the project team can work together on project tasks. Portals are created automatically for each Synergy project. The project manager selects which project contacts and internal staff will have access for each project portal. Project contacts can be anyone from the client, to suppliers, contractors, other consulting businesses, freelancers… As long as you create them as a Synergy contact, they can be added.
Synergy project portals include private one-to-one, and one-to-many chats. Threaded chat communication functions are enabling businesses and project teams to reduce emails and meetings.
Instead of searching through a wandering, disconnected, partially-informed batch of emails to find something you think someone wrote or attached, collaborative communications shows a threaded, searchable history of chats and comments. What’s more, by including your whole project team in the portal, you can save time by reducing the need for meetings that consume time (aka dollars) in bulk.
Synergy’s flexible cloud storage options mean you can buy additional storage as required and keep everything in one secure, searchable place.
Your staff can view their assigned tasks on their dashboard and start activity timers either from here or the work breakdown structure. Task details are automatically added to the timesheet entry, and notes can be added inline on the task.
It’s important to have a level of security in the portal, as you may not want all portal guests to have access to all documents, images and chats. Portal users can only see chats and documents in portal feeds they’ve been named in.
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