For head office
Locations, partners, modules, handbook, projects, early warning, newsletters and tickets.
Articles in this topic
- Add and edit locationsHead office adds new locations under "Locations". It then adds the address, cost centre, owner and status in the partner file.
- Head office
- Invite partners and peopleInvite partners one by one or all at once with "Build your network". Symiko emails them, reminds after 3 and 10 days; invitations last 14 days.
- Head office
- Modules: what is switched on and who changes itThe Symiko team switches on the areas a system uses. Which modules each role gets by default – and how to ask for changes.
- Head office
- Write and publish handbook chaptersCreate chapters, share them with roles, require confirmation and publish. Every change becomes a new version – the old one stays in the archive.
- Head office
- Track read confirmations: who has confirmed?For each required chapter and required notice, see who has confirmed and who is still missing – sorted by location. Get a file with "Download record".
- Head office
- Projects and rollouts to many locationsA template with steps and deadlines becomes a rollout: launch it at several locations and see in the matrix where things are stuck.
- Head office
- Partner
- Read the early warningThe early warning shows what is about to go wrong at your locations in the coming days – sorted into "Critical", "Important" and "Keep an eye on".
- Head office
- Partner
- Team
- Publish news and send newslettersWrite posts and required notices for the feed, publish stories for 48 hours and send newsletters by email to your whole network.
- Head office
- Tickets: ask for help and handle requestsLocations report problems via "Help" → "Raise a ticket". Head office handles them with "Start work", replies and "Mark complete".
- Head office
- Partner
- Team
- All settings in one placeUnder "All settings" you find everything you set up for your system or your locations, plus "Your plan" with module requests.
- Head office
- Partner
- Set up your logo and coloursHow to upload your system's logo, choose the colours and add your legal notice and privacy policy. With image sizes and recommendations.
- Head office
- Emails in your system's nameEmails to your network carry your system's name, colour and logo. How to set the reply-to address and what the sender line shows.
- Head office
- Welcome text and invitation textsGreet new people with your own text or video and adapt the invitation email for each role – with placeholders and a preview.
- Head office
- Design certificatesSet the logo, signature and your own prefix before the number for your Academy certificates. Existing numbers stay valid and can be verified.
- Head office
- Set your own termsName locations, roles and modules the way you do every day – for example branch instead of location. Plus the default language of your system.
- Head office
- Design the start page for each roleDecide for employees, shift leads, partners and head office which blocks appear on "Home" and in which order.
- Head office
- Add your own tilesAdd tiles with links to your till, intranet, order portal or social media. They appear on "Home" and in the menu for the roles you choose.
- Head office
- Two-factor requirement for your systemAs head office you can require head office and partners to sign in with an extra code. How to do it, and what changes afterwards.
- Head office
Didn't find what you need?
Inside Symiko, “Help” is always there – in the browser the question mark at the top, in the app under “Menu”: there you'll find the handbook, your support contact and the “Create ticket” button. Questions about your own processes are best answered by your head office. For questions about Symiko itself, write to us at hello@symiko.de.