Account Setup

A simple, guided process to get your SynapsesHQ workspace ready in a few steps.

Account setup is the first step in preparing your workspace. It makes sure your login, organization details and basic preferences are in place before you start day-to-day work.

Most users join an existing organization through an invite or workspace link. Admins configure the organization once, then team members complete their own profiles and begin using the modules they need.

1. Go to your organization’s SynapsesHQ workspace (or find it from the main site workspace lookup).
2. Sign up with your work email and a secure password, or sign in if you already have an account.
3. After authentication, you enter the dashboard for your organization.

This step establishes your identity and secure access. If your organization uses invites, use the email address that received the invitation so your account links to the correct workspace and role.

After you can sign in, organization admins set up the workspace structure:

• Organization name, branding and site settings
• Departments, designations and employee directory
• Roles and permissions for who can view or manage each module
• Core preferences such as leave, attendance and notification settings

You can change these later as the team grows. The goal of first setup is a clear structure so people, projects and access stay organized from day one.

Complete your personal profile so the system can place you correctly in the organization:

• Display name and contact details
• Department, designation and reporting manager (when assigned)
• Profile photo and any required onboarding items

A complete profile improves directory search, role-based access, notifications and HR-related workflows such as attendance and leave.

When required account and profile details are done, your workspace is ready. From here you can:

• Explore the dashboard and take the in-app tour
• Invite or add team members (admins)
• Start using tasks, projects, chat and other enabled modules

Setup is meant to be quick so you can focus on work, not configuration. For a walkthrough of everyday modules, continue to First-Time User Guide.