How to Assign Roles and Permissions in Synclo
Before you begin
Before assigning roles and permissions, make sure you have:
- Company Admin access
- a defined list of roles or job functions
- clear access requirements for each role
- employees already added to the system
If roles are not clearly defined, access control becomes inconsistent. Plan roles first, then assign permissions.
Why this setup matters
Roles and permissions control what users can see and do. Proper setup protects sensitive data and keeps workflows controlled. As a result, only the right users can access or update information.
Steps
1. Sign in to Synclo and open the HR module
Log in to app.synclo.com with admin access. Then open the HR section from the dashboard.
Quick Tips
• Keep roles simple and easy to understand
• Avoid giving full access to all users
• Review permissions regularly
• Assign roles based on actual responsibilities
Troubleshooting
- control access to different modules
- control access to different modules
- control access to different modules