Roles determine the level of access users have to application data. Each user’s access is defined by the roles assigned to them. By default, every user is assigned the Employee role. However, 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.
The steps for assigning a specific role to the employee are as follows:
Navigate to
People > My Team
Locate the employee to whom you want to assign a role and click Assign Roles
Choose the appropriate role(s) and access level(s) that the administrator wishes to grant, then click Update.
Once the role is updated, the employee will be able to view and edit records associated with the corresponding entity fields, based on the permissions granted.
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.