Roles Management

Defining a New Role Group

The Role Group is a customisable Synkli component - managed from the Role Management screen. Using this module, the company's admin manager can administer the access of various Synkli modules to its employees. You can add, remove, or modify different roles from the' Role Management' screen.

Add New Role

To add a new role, follow these steps:

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  Click the Role Management from the Settings menu.

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  Synkli displays the Role Management screen.
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  Click the Add button to open the Add Role Group screen.

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  This screen lists all of Synkli's featured modules.
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  Users can create role groups with different permission levels (Admin, Read, Write) as appropriate.

Note: Company owners or managers may use it to predefine role groups, ensuring secure and efficient access management.

Edit Old Role

To edit the role, follow these steps:

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  Go to Settings > Role Management.

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  Synkli displays the Role Management screen. Click the Edit icon in the Actions column.

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  The Edit Role Group screen displays the selected Role Group's existing configurations.
  
  • You can modify the roles and associated access levels as appropriate from this screen.
  • Click Update Role Group to save the changes.

Essential Details: Synkli has 3 permission or access levels.

• Admin: It enables company owners or managers to manage access to assigned team members.
• Read: It is a view-only level access, where team members are only allowed to view the records and have no permission to make changes.
• Write: It enables company owners or managers to grant access to team members responsible for modifying and viewing information.

Team Members Roles Assignment

Synkli facilitates assigning different roles to your employees. The scope of any assigned role is limited to the defined role groups.

Follow these steps to assign a role to the employee:

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  Click Teams from the Settings menu.

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  Synkli displays the Team Management screen.
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  Click the Edit icon in the Actions column against each employee.

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  Synkli displays the Edit Member window.
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  Select a Role Group from the dropdown list to assign it to your employee.

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  Click Update to save the changes.