Roles
🔐 What are Roles?
In Sytex, roles define what a user can do: view, edit, or create the different objects in the system. They work as sets of permissions assigned to people within a specific context.
They're also key to organizing teams, assigning tasks from templates, and automating notifications.
🗂️ Role contexts
Every role has a context that defines its scope:
- General: applies across the whole system.
- Workspace: applies to every project within that workspace.
- Project: applies only to the project where it's assigned.
- Provider: similar to the project context, with some restrictions. It only applies when the user's provider is assigned to the object (task, form, workflow, etc.).
⚙️ What is a role for?
Beyond defining permissions, roles are used to:
- Automatically assign tasks, forms, or workflows from templates.
- Create work teams , grouping users by function or responsibility.
- Organize information , since they can be used as filters in search engines or saved views.
🧑🏼💻 How to assign roles
To assign a role from the platform:
Open the user's profile from the global search.
Go to the Roles section.
Select Assign new role .
Choose the context :
- General: the whole organization (Staff only).
- Workspace: a specific operational unit.
- Project: a specific project.
- Provider: contacts only.
If applicable, select the workspace or project.
Choose the role available for that context.
Click Assign role .
A user can hold the same role across different projects or workspaces. Each assignment is managed independently.
🔔 Notifications by role
A role can also be used to send automatic notifications by email or within Sytex, keeping teams informed about important events. New notification types are added regularly to improve communication and efficiency.
