Roles control access to application data. A user will have the access to the system based on the role assigned. By default, the user will be assigned to the employee role. The user can also be assigned multiple roles based on requirements. Roles are associated with application entities and may be granted privileges or permission to perform one or more actions (View, Add, Edit, and Delete) on that entity.

The steps to assigning a role for the employee are as follows. 

To assign a new role

1. Navigate to People > My Team

2. Search for the employee, click Assign Roles

3. Select the required access that the admin would like to provide for the employee and click Update.

4. On updating the new role, the employee can view and edit the records associated to the entity fields.

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.