If your organization has just implemented Synoptix, you’ll receive a Welcome Email from the system.
This email will guide you through your first-time login process, including how to:
[Image Suggestion: Example Welcome Email with “Set Password” button highlighted]
Once your password is set, you’ll be ready to log in anytime.
The login process is simple and depends on how your company has set up authentication.
You’ll be logged in automatically—no username or password required.
[Image Suggestion: Screenshot of Synoptix Login Page with username and password fields]
For the best experience, Synoptix recommends using one of the following browsers:
Tip: Other browsers may function but aren’t officially supported.
You’ll also need to ensure you’re connected properly:
[Image Suggestion: Diagram showing connection paths—Local VPN vs. Cloud Hosted]
To make future access even faster, bookmark your login page in your browser.
This ensures you can return to Synoptix with a single click.
Your system administrator may choose to enable multi-factor authentication.
When MFA is turned on, you’ll confirm your login with an additional verification step—providing an extra layer of security for your account.
If you encounter any issues logging in:
They can reset your password or help you recover access.
Once you’ve successfully logged in, you’re ready to start exploring your Launch Page and begin working with your reports, dashboards, and insights.
For additional help, visit the Synoptix Learning Center for guides, tutorials, and videos designed to walk you through every part of the platform.
[Image Suggestion: Launch Page screenshot with key areas labeled]
Create New
Opens a small window to create a new workspace or report.
Favorites
Expands to show your ten most recent reports and any items marked as favorites.
Reporting
Lets you search, filter, and access all reports, graphs, and packets.
Scheduler
Automates report generation and distribution across your organization.
Dashboard Designer
Create and customize your own dynamic dashboards.
Budgeting & Forecasting
• Budget Overview
• Budget Templates
• Position Management
• Final Approval
• What-If Scenarios
Access the full budgeting suite including:
Displays your full budget structure and progress at a glance.
Shows all templates by budget year and version.
Manage positions within your budgeting model.
Review and finalize budgets before submission.
Run hypothetical forecasts for planning flexibility.
Widget Designer
Create, customize, and manage widgets that display data on your Launch Page.