To update a role's privileges or change its name, follow these steps:
- Click
>> Roles.
- On the Roles screen, click
to the left of the role's name.
The Edit Role screen will appear.
- To change the role's name, select the text in the Name box and type the new name.
Note: If any users are assigned to the role, their names will appear in the Users section.
By default, the Synovia screen privileges are displayed first. The Name column lists all the screens you can access in Synovia.
- To add to the role's screen privileges, click the additional selectors for the new screens it can view under Can View and the new screens it can modify under Can Edit. (
means that is selected, and 
deselected.)
- To remove a View or Edit privilege, click to deselect its selector.
If you have purchased the Time and Attendance (TAA) module, the next tab will be TAA Screens. If you don't have TAA, skip down to step 8.
- To reassign the role's TAA screen rights, click TAA Screens.
- Repeat steps 4 and 5 for the TAA screen View and Edit rights you want to update for the role.
- To reassign what Synovia reports the role is allowed to run, click the Synovia Fleet Reports tab.
This Name list shows the available Synovia reports.
- To add to the reports the role can view, click the selectors under Can View.
- Click to deselect any reports you don't want the role to be able to run.
If you have the TAA module, the next tab will be TAA Reports. If you don't have TAA, skip down to step 13.
- To reassign what TAA reports the role is allowed to use, click the TAA Reports tab.
- Repeat steps 9 and 10 for the TAA report rights you want to modify for the role.
- To change any additional Synovia fleet privileges (such as the ability to bulk upload entities), click the Synovia Fleet Privileges tab.
- To add any special privileges for the role, click their selectors under Enabled.
- Click to deselect any activity you don't want the role to be able to access.
If you have the TAA module, the next tab will be TAA Privileges, which includes any extra privileges that didn't fit on the previous TAA tabs. (Think of this as a Miscellaneous TAA Privileges tab.) If you don't have TAA, skip down to step 19.
- To update the role's special rights, click the TAA Privileges tab.
- To add any extra TAA privileges, click their selectors under Enabled.
- Click to deselect any TAA activity you don't want the role to be able to access.
- When you are finished assigning privileges, click
at the top right of the screen.
You'll be returned to the Roles screen.