After a successful login, you’ll be directed to your Dashboard — your central hub for monitoring and managing project activities.
🖥️ Dashboard Layout
At the top- left corner of the dashboard, you’ll see the Synergy menu. Click this to access:
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Reset Dashboard – Resets your dashboard layout to the default view.
📊 Widgets
Below the dashboard options is a list of available widgets. You can select or deselect these to customize your dashboard view. Available widgets include:
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Customers
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Employees
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Accounting
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Sales
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Appointments
- Expenses
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Contracts
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Projects
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Purchase
- Inventory
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Payroll
- Recruitment
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Fixed Equipment
- Tasks
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Support
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Leads
- Knowledge Base
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Utilities.
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Reports
🧩 What is a Widget?
A widget is a small interface component that displays real-time data or allows specific actions within the ERP system.
Once selected, your chosen widgets will display their information directly on the dashboard.
⚙️ Dashboard Tools Overview
The top bar of your Synergy ERP dashboard contains several helpful tools to improve your workflow and navigation:
🌙 Dark Mode – Toggle between light and dark themes for better visibility in different lighting conditions.
⛶ Full Screen – Enter or exit full screen mode for a distraction-free workspace.
👤 My Profile – Access your user profile to update personal settings, change language preferences, or log out.
📎 Share – Easily share documents, files, or links with your team.
🗒️ To-Do Items – View your task list. Check off completed items and stay on top of your assignments.
⏱ Timesheet – Monitor active timers and track your working hours and task progress.
🔔 Notification Bell – Get real-time alerts for reminders, messages, and system activity.
My Profile (Synergy's Logo) - Opens your personal workspace branded with the company's identity, where you can manage profile settings, themes, and personal data.
