NovaSynq Portal

Live core portal Operating pulse

Portal activity Latest live updates

Task board Work that needs attention

Command Center Upcoming from the portal

# general Team conversation

Admin notifications Task update history

Every task alert stays here after the popup disappears.

Admin priorities What to check next

Workspace Overview Current workspace health

Workspace creation, branding, lifecycle, and settings now live in Client Onboarding Wizard.

Client Onboarding Wizard Launch a configured client workspace

Step 1

Workspace Information

Step 2

Branding

Logo upload Favicon upload Primary color Secondary color

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Workspace Preview Automation workspace

Step 3

Workspace Admin

This account will become the Workspace Admin for the new client workspace. If the email already belongs to a non-Super Admin user, NovaSynq will reuse that account and apply the password entered here.

Step 4

Team Invitations

Optional. Existing users will be assigned to this workspace; new users will be created with a temporary password.

Step 5

Template Selection

Blank Workspace Start with clean records, default pages, and selected automations. Future Template Support Industry templates will be added later.

Step 6

Email Configuration

Use NovaSynq Email Create a sender profile using the global SMTP environment variables. Configure Client Email Later Create an inactive placeholder profile for later setup.

Step 7

Automation Setup

Lead Follow-up Task Reminders Welcome Emails Client Onboarding

Step 8

Review & Launch

Workspace Settings Create, edit, suspend, archive, delete, and brand workspaces

Primary color Secondary color Logo Favicon Active

Active workspaces operate normally. Suspended workspaces block client login. Archived workspaces are preserved and read-only. Deleting a workspace requires the Super Admin delete password.

Employee onboarding Create account

Client onboarding Create client record

Email notifications SMTP status

Email Sender Profiles Add or edit sender

Form Submissions Website contact messages

Audit Logs Workspace activity trail

Tracks workspace, user, branding, automation, page, client, and task changes.

Automations Run dependable workflows without code

Start with a proven recipe

New automation Build a workflow

Unsaved changes

Step 1

When this happens

Pick one event. NovaSynq will listen for it inside the current workspace.

Automation name Enable after saving Description optional

Choose the event that should start this automation.

Step 2

If this is true

Add conditions only when the workflow should run for specific records.

No conditionsThis automation will run every time its trigger occurs.

Step 3

Do this

Actions run from top to bottom. Add more than one when the workflow needs several outcomes.

Step 4

Review and test safely

Dry runs evaluate real settings without sending email, creating records, or changing portal data.

Dry-run test Choose sample data or an existing workspace record

Run a dry test to see variables, condition checks, and action previews.

Advanced: variables and field mapping

Click a variable to insert it into the field you are editing. Custom variables belong only to this workspace.

Manage custom variables

Object Field

Automation Logs Execution history

Page 1

Website admin Webpage edit

Super Admin Management Workspace access and roles

Super Admins can appoint Super Admins, disable accounts, and manage workspace memberships without a workspace-by-workspace matrix.

Sign in to the NovaSynq workspace.

Command center