Roles

On the Roles screen, you can manage your Synovia roles, including adding and deleting them and assigning which screens and reports the roles can access and modify.

Navigating the Roles Screen
This article describes the various features of the Roles screen, which you access by clicking  >> Roles. Roles control which screens your users c...
Thu, Mar 4, 2021 at 2:59 PM
Adding a Role
To add a role to Synovia, you have two options: duplicating (and modifying) an existing role or creating a new one from scratch. Duplicating a role is recom...
Thu, Mar 4, 2021 at 2:59 PM
Changing a Role's Privileges or Name
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...
Thu, Mar 4, 2021 at 2:59 PM
Deleting a Role
To delete a Synovia role, follow these steps: Note: You cannot delete a role if users are assigned to it; you must first remove the users from the role an...
Thu, Mar 4, 2021 at 2:59 PM
Checking Which Users Are Assigned to a Role
If you need to check to see how many people in your organization are assigned to a particular role — and which users are assigned to which roles, follow the...
Thu, Mar 4, 2021 at 2:59 PM