Synergi Life Help and FAQ

Welcome to the Synergi Life Help Library, providing articles explaining various commonly asked about aspects of the software, tutorial guides and guidance notes. Select an item from the menu to get started.

Synergi Life Core

FAQ
How to change the Email Address in the Footer (Synergi Life Home Page)?
How to create a Network Profile export .har?
How do I modify the filetype of attachments to cases in Synergi Life?
How to export Code Tables with descriptions from Synergi Life Web App?
What to check if you think that a weekly reminder is delivered to a wrong user?
What are the definitions for the dynamic periods used in Synergi Life?
How to correct Predefined filters search results that are incorrect?
Is it possible to restore a case that has been deleted?
How to find ID of a domain and related criteria?
How to find cases by reporter?
How to search for a disabled Code?
How to enable multi-factor authentication (MFA) in Synergi Life?
How to Reset Multi-Factor Authentication (MFA)?
Multi-factor authentication (MFA) FAQ
How to remove attachments from the database copy?
What are the different due status definitions?
Why do some system-generated emails only contain a link and no case information?
How to edit text on the Synergi Life Anonymous Interface Landing Page?
How does Transfer of Experience (TOE) Trigger Status work?
How to Export case details including attachments in bulk?
How to Disable Mandatory Constraint for a Field in Case Registration?
Our Identity Provider (IDP) will renew our SSO certificate. Is there anything to do from the Synergi Life side (SLAS) so that changes are reflected?
I have problems importing cases to Synergi Life. My dataset is 500 MB. How do I increase the allowed size of files to be uploaded to Synergi Life?
How can I check the details, especially the expiration date of a TLS Certificate of a site exposed to the internet?
How to add new risk matrix type?
How to give administrators access to edit only specific codetable?

Synergi Life Core - API

FAQ
API: How to retrieve authorization token?
How to get token from SLAS?
Can we use Synergi Life API with Power BI?
How to get JSON Schema(s) definition for Synergi Life Web API?
How to retrieve favorite via API call?

Synergi Life Core - Admin Tool

FAQ
How to create Admin Tool user?
How to connect to Admin Tool?

Synergi Life Core - Reports and Dashboards

FAQ
How to change the text -No value- in reports?
Why do I get error message “You do not have access to domain ***” when trying to access a dashboard/report?

Synergi Life Excel add-in

FAQ
How web application knows that it should run Excel.exe when “Edit cases in Excel” function is used?

Synergi Life Mobile App

FAQ
How to properly enable user group in the mobile configuration?
How to Access Synergi Life Mobile Services WebPanel?
How to change allowed attachment size in Mobile Application?
How to disable/enable Passcode/Biometric Requirement in Synergi Life Connect?

Customer Portal, Knowledge Center, Community

FAQ
Is there a Synergi Life Community?
How do I change email address in Customer Portal?
Can I join the Synergi Life User Voice group?
Can I join the Synergi Life AI Advocates group?