Before assigning roles and permissions, make sure you have:
\u2022 Company Admin access
\u2022 a defined list of roles or job functions
\u2022 clear access requirements for each role
\u2022 employees already added to the system<\/p>\n
If roles are not clearly defined, access control becomes inconsistent. Plan roles first, then assign permissions.<\/p>\n
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.<\/p>\n
1. Sign in to Synclo and open the HR module<\/strong> 2. Go to Roles and Permissions<\/strong> 3. Review existing roles<\/strong> 4. Create a new role or edit an existing one<\/strong> 5. Assign permissions to the role<\/strong> 6. Save the role configuration<\/strong> 7. Assign the role to employees<\/strong> 8. Verify role access<\/strong> After assigning roles and permissions, you can: This ensures that users only access what they need.<\/p>\n","protected":false},"featured_media":0,"template":"","help_category":[5,14],"help_tag":[22,48,65,68,71,74],"class_list":["post-95","help_article","type-help_article","status-publish","hentry","help_category-human-resource-management","help_category-setup-human-resource-management","help_tag-access-control","help_tag-hr-setup","help_tag-permissions","help_tag-roles","help_tag-synclo","help_tag-user-roles"],"yoast_head":"\n
Log in to app.synclo.com with admin access. Then open the HR section from the dashboard.<\/p>\n
Navigate to Manage Company > Setup > Roles & Permissions<\/strong> to access the configuration screen.<\/p>\n
Check the current list of roles. This helps avoid creating duplicate or unnecessary roles.<\/p>\n
Click Add Role<\/strong> to create a new role, or select an existing role to edit. Use clear and consistent naming.<\/p>\n
Select the actions this role can perform, such as view, edit, approve, or manage. Keep permissions limited to actual responsibilities.<\/p>\n
Save the role so it becomes available for assignment across the system.<\/p>\n
Open an employee profile and assign the appropriate role. This ensures correct access for each user.<\/p>\n
Check that the assigned role provides the correct level of access. Adjust permissions if needed.<\/p>\nWhat happens next<\/h2>\n
\u2022 control access to different modules
\u2022 manage approval workflows
\u2022 restrict sensitive data
\u2022 maintain system security<\/p>\n