This article describes the various features of the Roles screen, which you access by clicking  >> Roles. Roles control which screens your users can view and change, plus what reports they are allowed to run.

Note: For information about the banner at the top and accordion menu on the left, see Navigating the Synovia Site.

These are the options along the top right of the screen:


  • : Begins the process of creating a new role. (See Adding a Role for details.)
     
  • : Refreshes the data on the screen (which can be especially useful if other users are making changes).
     
  • : Deletes the selected role. (See Deleting a Role for details.)
     
  • : Saves the data as a PDF you can print.
     
  • : Exports the grid data to an Excel spreadsheet.


Here is an explanation of the grid icons and column headers:


  • : Opens the Edit Role screen, on which you can modify the role's privileges. (See Changing a Role's Privileges or Name for details.)
     
  • : Begins the process of duplicating the role, a quick way to add a role if you want one that has similar privileges. (See Adding a Role for details.)
     
  • Name: The name of the role.
    Note: Synovia is shipped with the default roles shown in the preceding figure.
  • Users: The number of users in your organization assigned to the role.
     
  • Last Modified By: The user who last made a change to the role's name or privileges.
     
  • Last Modified Date: The date and time of that last change.


Along the bottom of the screen are icons that enable you to navigate through the pages of data (if you have many pages of roles). See Paging Options for an explanation of these.