To update a Synovia user's profile, such as their name, cell phone number, and startup screen, follow these steps:


  1. Click  >> Users.
     
    The Users screen will appear.
      
  2. Click  to the left of the user's name.
     
    The Edit Username screen will appear.

      
  3. Select the property you need to change, such as the user's name, work phone number, or mobile phone number, and type the new data.
    Note: You won't be able to change the user's email address, as this is also their Synovia login name. If a user gets a new email address, you'll need to delete them and re-add them into the system with the new email. Also note that they will need to resubscribe or be rescheduled for certain reports, but alerts should be fine, if they have the same role.
  4. To change the user's password, click Change Password and follow the steps in section "Changing the Password to a User-Requested Value" of Resetting a User's Password.
     
  5. If you need to change the user's language, mobile carrier, or startup screen, click the drop-down arrow and select the new one.
    Note: If Default Screen is set to None, the screen that will launch when the user starts Synovia will be Fleet Tracking.
  6. If the user will be the primary contact for your organization (the person Synovia's customer success manager should communicate with about your solution), select Main Contact (or if they previously held that role and no longer do, deselect it). ( means selected, and  deselected.)
    Note: The Link to Employee button is used only if the user whose profile you are editing is both a user of the Synovia software and a worker who will be clocking in and out using the Synovia app (as a Time and Attendance [TAA] employee). (This will NOT be the case for most users; usually ignore the Link to Employee button and skip on to step 7.)
     
    If they are already a linked user that you need to unlink, click Unlink Employee and then Yes in the confirmation dialog box.
     
    If you are linking the Synovia user to a TAA employee, follow these steps:
     
    1. Click Link to Employee.
       
      The Choose Employee You Want to Link This Synovia Fleet User To dialog box will appear.
        
    2. Click the drop-down arrow and select the TAA employee to link the user to.
       
    3. Click Next.
       
      The details of the Synovia user/TAA employee link will appear.
        
    4. If the correct pairing is displayed, click Yes. 
  7. To change the user’s roles, in the Roles area, click the selectors to the left of the old jobs to toggle them off and click the selectors of the new ones to set them to On. ( means that is selected, and  deselected.)
    Note: Roles control which screens the user can view and change, plus what reports they are allowed to run.
    The TAA selectors will be displayed only if your organization has purchased the TAA module, which enables you to track your employees' time, collecting data to help you manage clock-ins, work activities, time cards, absences, overtime, reports, and payroll integration.
     
  8. If the user will need to view and make changes to your TAA records, follow these steps:
     
    1. Under TAA Department Groups, select the names of the department groups the user should be allowed to access.
      Note: Department groups in TAA determine what employee records your TAA users can view and change. They are broader than your actual departments (your divisions based on your organization's structure) because your users will generally need to see the data for employees from more than one department. For example, if you have a supervisor over your mechanics, you can have a department group that includes all the Mechanics departments in each fleet group and assign it to that supervisor; he or she would be able to see only the mechanics' employee data in TAA, and when the supervisor runs a report, it will include only the mechanics' work hours.
      If the user will need to view and modify records for all your employees, select the All Departments department group.
       
    2. Under TAA Employee Field Groups, select the names of the field groups the user should be allowed to access.
      Note: Field groups control which fields they will see on the Employees screen (and other places in TAA); for example, your lead drivers may need to see the Cell Phone field for the drivers who work under them, but they might not need to see the Birth Date field.
      If the user will need to view all the employee fields, select All Fields.
      Note: If you're looking for the Report Groups feature that was in legacy TAA, you won't find it. Which reports the user is allowed to run is determined by their Synovia role.
  9. To change the user’s groups, in the Groups area, deselect the old groups and select the new ones.
    Note: Groups control which vehicles the user can access on each screen.
  10. To change the user’s zone categories, in the Zone Categories area, deselect the old categories and select the new ones.
    Note: Zone categories are groupings of locations (see Navigating the Locations Screen for an explanation of Synovia locations); the user will need to have access to these to see the locations on the map screens.
  11. Click  at the top right of the screen.