Managing Roles & Permissions in Sync

Overview

Sync features a robust system for managing the users who can access it and the permissions they may have. The core of this system is built around Roles.

Think of roles as a label that you can use to determine what Users can do and see in Sync.

Each role has assignable Permissions and View Panels.

Warning:

Sync Permissions Required

To follow this procedure, you need the following permissions in Sync:

  • Application Access (Office)
  • Manage Roles

Additionally, to change the role assign to a user, you will need the Manage Users permission.

Procedure

Managing Roles in Sync

  1. Open the Sync Office application.
  2. Navigate to and click on the Security tab button.
  3. From the Security tab, navigate to and click on the Roles button.

The Roles Menu

The Roles menu displays a few different controls.

Role Menu Controls

Controls for the role menu.

Menu Control Function
+ Icon Create a new role.
X2 Icon Duplicate the selected role (to use it as a template for a new role).
Pencil Icon Edit the selected role.
Trashcan Icon Delete the selected role.

Roles

A list / table of currently existing roles within Sync.


Linked Controls

Functions within Sync that are related to Roles.

Linked Control Function
Users Quickly see and manage which Users in Sync are assigned to a selected role.
View Panels Quickly see and manage which View Panels in Sync this role is able to see and use.

Editing a Role with the Role Wizard

  1. Select a role and then navigate to and click on the Pencil Icon OR double-click on a role to open the Edit Role Wizard.

The Role Wizard has 3 separate tabs:

Wizard Tab Name Description
Properties Manage select properties for the selected role.
Permissions View and manage the permissions assigned to the selected role.
View Panels Assign and sort the order of View Panels that the selected role is able to use in Sync Desk.

Role Permissions

The Permissions tab allows you to manage the permissions assigned to the selected role.

There are 2 main categories of role permissions - Office and Point of Sale.


Office permissions are permissions granted to a role in the Sync Office application.

Point of Sale permissions are permissions granted to a role in the Sync Desk application.


For Sync installations configured for use with an External POS, there is a 3rd category named POS External which has permissions for roles used in Sync Desk.


Each permission in a category has 1 of 3 levels:

  1. Enabled - The role has full access to this permission.


  2. Disabled: The role will have no access to this permission.


  3. Override: The role will require an override from somebody with this role enabled.