Admin Setup

Admin Setup Guides

For Company and Project admins.

Getting started: set up your company
The recommended order for standing up a new Syntecton company — from company settings to your first project — with links to each step.
Configure your company
Set your company information and preferences — the defaults every project inherits.
Set up cost codes
Establish the company’s standard cost code structure — divisions, codes, and cost types — that every project budget is built on.
Set up roles and permissions
Define the roles people hold and what each can do, so assigning access is as simple as picking a role.
Invite users to your company directory
Add employees and external collaborators to your Syntecton company so they can be assigned to projects.
Add external companies and contacts
Build the master directory of subcontractors, suppliers, and partners that your projects draw from.
Choose your tools (Tool Control)
Enable the tools your company uses and set which tools new projects start with, so teams see a focused navigation.
Create your first project
Bring the company setup together: create a project, set its information, assign your team, and confirm tool access.
Set up billing
Review your Syntecton subscription, add a payment method, and find your invoices.