Roles determine the level of access users have to application data. Each user’s access is defined by the roles assigned to them
Users may be assigned multiple roles as needed, depending on their responsibilities.
Roles are associated with specific application entities and grant privileges or permissions to perform various actions such as View, Add, Edit, or Delete on those entities.
As an Administrator, you can assign system roles to employees to ensure they have the correct access and permissions required for their responsibilities. Proper role assignment helps maintain data security, workflow accuracy, and smooth usage of Synergita.
The steps for assigning a specific role to the employee are as follows:
Navigate to People > My Team
Search for the Employee-Use the search field or filters to locate the employee whose role needs to be assigned or updated.
Open the Employee Profiles - Click on the employee’s name to open their user details.
Click more option and select Assign Roles
Select the appropriate role from the available list (e.g. Manager, HR Admin, Business Head). The roles are into 2 categories- Global Roles and Tenant specific roles.
Tenant specific roles are fetched from the roles created in the Roles and privileges section which are configured based on the customer requirement.
Multiple roles can be assigned if needed based on the requirements.
Once the roles are selected for the employee,
Notes:
- Role changes will reflect immediately for the employee.
- Assign roles carefully based on job responsibilities to avoid unauthorized access.
- If the organization uses custom roles, create a new role and you can map the specific role to them from the tenant specific roles.
- Only System Admins have permission to update roles
Once the role is updated, the employees will be able to view and edit records associated with the role's specific permission in the system.
PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.