FAQ

Yes. A SynqHub account belongs to exactly one organization, and an email address can only belong to one account. If you consult for multiple orgs, they’ll each invite you with a different email (e.g. a personal alias).

Every piece of data is scoped to an organization ID. Queries, API endpoints, and file storage all enforce this — other tenants can’t see your clients, invoices, or documents.

You keep read-only access while we retain the data for the retention window. Exports to CSV are on the roadmap; if you need a full export before we ship that, contact team@synqhub.com.

Not yet — the Pay Now button in the client portal is a placeholder. Today you record payments manually after they arrive in your bank, card terminal, or other system. Stripe and PayPal integrations are on the roadmap.

Open the invoice in edit mode and pick a different currency in the Details tab. The per-invoice value overrides your default in Settings → Billing & Tax.

The counter increments on every create, including drafts that get deleted. That’s deliberate: sequence holes are auditable. If you want to reset the counter, contact team@synqhub.com — we’ll do it carefully.

Not yet. Today you duplicate an invoice manually each period. A recurring-invoice engine is planned.

Check three things: (1) portal access is enabled on the client’s Portal Access tab, (2) they have a password or a reset link was delivered, (3) they’re using the email on the client record. Leads can’t access the portal — convert to a client first.

Not directly — the Documents section is read-only from the client’s side today. Ask them to attach files when raising a support case or change request.

They share the same record. The only difference is the isLead flag, which reveals the Lead Details tab and hides the financial tabs. Unchecking it converts the lead — no data migration, no duplicates.

Not yet. Each project has a single Main Board with four stages: To Do, In Progress, Review, Done. Multiple boards and custom stages are on the roadmap.

Work Items are day-to-day tasks on the kanban. Targets are the big, client-visible milestones or deliverables. Funding is an audit trail of committed money — not an invoicing tool. Invoices still live under their own tab.

Not yet. Time tracking and resource allocation are not implemented. For now, track time externally and reflect the total as the quantity on an hourly line item.

SynqHub captures the signature request, the signer’s confirmation, and the timestamp — which satisfies many jurisdictions for simple agreements. For contracts that require advanced electronic signatures (e.g. EU eIDAS qualified signatures, some HR contracts), use a specialised tool and attach the signed PDF via the Documents tab.

A template library isn’t in the product yet. The working pattern today: save a canonical contract with your merge placeholders in place, duplicate it for new clients, then tweak. Template management is planned.

If you’re the Owner and have no fallback, email team@synqhub.com from the email on file — we’ll verify identity and reset 2FA. If you’re not the Owner, ask them to disable 2FA on your user from the Users page.

Not with fine granularity yet. Roles are workspace-wide: Admin / Manager / Employee / Viewer. Per-project and per-client permissions are on the roadmap — today, use the Viewer role for broad read-only access.

Not yet. Single sign-on is a tracked request for Enterprise customers — reach out to team@synqhub.com if it’s a blocker.

For contracts, every status change lands in the Activity tab automatically. For login activity, see Settings → Security. A workspace-wide audit log is planned.