Here’s your quick 5-step guide to get you started on SymTerra:

Step Zero: Log in & Save the page for later

Copy this link and bookmark or favourite it in your browser for easy access to web SymTerra Web. *https://client.symterra.co.uk/auth_selection*

Step One: Setting up a Programme/Project structure

Programmes and projects will help you organise your workspace. Each project will have a feed of SmartNotes, and you’ll be able to decide who gets access to each project. This only needs to be done once.

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If you’re not a company admin, you can skip this point.

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For more information about Programmes/Project, check out:

Programmes & Projects

Step Two: How to navigate between Programmes & Projects

The purple bar at the top of the page is where you can switch between programmes and projects. Simple!

Step Three: How to add users

Once you’ve set up your programme/project, you’ll want to invite your Team to SymTerra and start assigning them to projects.

Go to project tools and in the user tab (on top) you can start Inviting users. Type their emails to send them an invitation to SymTerra. When they accept the invite, you will be able to add them to other projects.

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You can bulk assign users to multiple projects at once in Admin Panel > Users. They have to be existing users on SymTerra (have accepted the invite and creted their accounts.

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