Roles
In this document, we will explain the roles within Sytex. What they are, what they are used for, and what we can do with this feature.
What are Roles?
The permissions that a user has are delimited by roles (sets of permissions) that allow viewing, editing, or creating different objects. In turn, each role has a context that delimits the area of action where that role can have influence.
To begin, it will be necessary to understand the 4 existing contexts for roles in Sytex: General, Workspace, Project, and Provider.
In Sytex, the permissions that a user has are delimited by roles (sets of permissions) that allow viewing, editing, or creating different objects.
- General Role: allows the user to act on any object in the system (subject to the permissions granted in the role).
- Workspace Roles: limit those permissions to all projects within the Workspace where the role was granted.
- Project Roles: work in the same way, with the exception that they will only be allowed in those projects where that role was granted to a user.
- Provider Roles: similar to project roles but with certain limitations at the advanced features level. For these roles to work, it is important that the provider the user is a part of is assigned in the task, form, Workflow, etc.
We have already talked about how permissions work, it's time to understand the usefulness that a role can have in Sytex. They not only serve to allow or prevent a user from performing certain actions but can also be used for other purposes.
A role in Sytex can be used as an assignee in task templates, Workflow templates, or forms. This means placing a role in the "Assigned to role" or "Supervised by role" field, which allows each object created from that template to be directly assigned to that role.
Roles are also ways to create work teams. Adding certain people from the company to a role will allow you to separate them into groups to assign activities to.
The use of roles as assignors is key to subsequently organizing information and activities in the system. They can be used to filter in the different search engines of the tool and save those searches to expedite finding results.
On the other hand, a role can be used to send a notification to a user. The system has push notifications (
within Sytex Web) or email alerts. The types of notifiable events are very diverse, and we are constantly adding new ones so that users can automate notifications.
within Sytex Web) or email alerts. The types of notifiable events are very diverse, and we are constantly adding new ones so that users can automate notifications.