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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

People

Roles: what each person may do

A role is a set of permissions shared by everyone who holds it. Change the role, and everyone who holds it changes with it, at once.

Where

System › Setup › People › Roles

Who

Anyone allowed to manage roles.

Make a role

1
Press + New role. Type the Role name and What this role is for, and press Create the role. A new role starts with no permissions at all.
The New role form
2
Pick the role's card in the list of roles. Each card says how many people hold it (Held by). The line above the features says how many permissions the role has, for example 58 of 840 granted.
3
The features are grouped by area: Sales, Money, Work, People, Stock and assets and more. Press a feature to open it.
4
Tick what the role may do with it: View own, View team, View all, View, Create, Edit, Delete or More. All ticks the whole row.
5
Press Save. If people hold the role, Zyntra warns This affects people immediately; press Save and apply.

To find a feature, type in Filter features…. All, Granted and Not granted show everything, only what the role has, or only what it lacks.

Roles: the roles on the left, the features of the chosen role on the right
The Sales role narrowed to what it is granted

What the role sees in a quick view

Press Record quick view to choose the facts people of this role see first when they press a record in a list. Choose the Record (project, customer, invoice and so on), tick the facts, and press Save. Each person can still change their own. A fact a person has no right to see is never shown to them, even when it is ticked here.

Record quick view: the facts people of this role see first
Before: Add your staff · Next: Ask for access