Getting Started
Create your account, log in, enable 2FA, and take a quick tour of the dashboard and navigation.
Manage clients, leads, addresses, documents, and portal access.
Projects, funding, targets, work items, and kanban boards.
Draft contracts, manage parties, run signature workflows.
Line items, tax, currencies, send invoices, record payments.
Log support cases, respond via comments, resolve with a note.
Products, services, packages — priced and reused in invoices.
Create shared workspaces with nested pages in the rich-text editor.
Schedule events with participants, reminders, and multiple views.
Invite users, assign roles, manage teams and categories.
Company info, branding, billing, preferences, security, 2FA.
What your clients see: projects, invoices, contracts, documents.
Answers to real questions about using SynqHub today.
#Sign up for an account
SynqHub accounts are organization-scoped: every user belongs to exactly one workspace. To start, open app.synqhub.com/register and create the first account — that user automatically becomes the workspace Owner.
- 1Open the register pageGo to
app.synqhub.com/register. - 2Fill in the required fieldsFirst name, Last name, Email, Password (min. 6 characters), and Organization name. All are required.
- 3Create your accountOn submit, you’re logged in and dropped straight onto the Dashboard — no email verification step.
#Log in & two-factor authentication
Log in at app.synqhub.com/login with your email and password. If you’ve enabled 2FA, a second screen asks for your 6-digit TOTP code. Use the Back button to return to the email screen if you mistype.
Enabling 2FA
Open Settings → 2FA, toggle Enable two-factor auth, and scan the QR code with an authenticator app (1Password, Authy, Google Authenticator, etc.). SynqHub generates backup codes — store them somewhere safe; they’re your fallback if you lose your authenticator.
You can regenerate backup codes at any time from the same screen. Regenerating invalidates the previous set.
#First-run setup
Before you invite the team, spend five minutes in Settings so that every invoice, contract, and PDF looks right.
- 1Add company infoSettings → Company: legal name, address, industry, tax ID, and logo.
- 2Set currency & taxSettings → Billing & Tax: default currency and tax rate used on new invoices.
- 3Brand your PDFsSettings → Branding: logo, primary/secondary colors, font, and footer text for exported PDFs.
- 4Choose number formatsSettings → Number formats: invoice and support case number patterns (e.g.
INV-{YYYY}-{####}). - 5Invite your teamUsers → Invite User. Assign a role — Admin, Manager, Employee, or Viewer.
#The dashboard
The dashboard is the first screen after login. It’s a read-only summary of your workspace — a fast pulse of activity, not a drill-down.
What you see:
- Stats row — Total Clients, Active Projects (with total in parentheses), Contracts, Invoices (with pending count).
- Highlights row — Revenue, Active Projects, Completed Projects, Open Cases.
- Revenue trend — rolling view of invoice revenue.