Linking Contacts to End Users

Cynergy lets you link contacts to end users with a few clicks of a button. Click Manage Users under your Users in you config screen it will then redirect you to the Manage Users screen.

Once in the Manage Users screen select the Current End Users. Selecting this tab it will send  you to all the current end users in your directory.

Once you locate the user you want to link to a contact simply click the Link To Contact.

Once you have clicked the link to contact you will be taken to the Assign Contact page.

Once at the assign contact page you will then need to search for your contact you would like to assign to the user. You will be redirected to a screen where your contacts information is so it can be selected to be assigned.

 

 

Once you have selected the contact you want to link to you will then be directed to the Current End Users screen again.