Who can use this feature
Roles: Owner, Admin
Plans: Available on Standard, Plus, Advanced and Scale
Syft offers tailored user roles for access control to ensure compliance and consistency, allowing users to access appropriate information based on their roles and needs, with options for customization.
Standard roles
Syft offers a variety of standard roles that you can assign to as many people as you would like. Our standard roles include:
Owner: Can invite new users to the organization, manage billing, and access to all features. This is recommended for the owner of the account, who will manage billing.
Admin: Can invite new users to the organization and access to all features.
This is recommended for super users in your organization.
Staff: Access to all features but can't invite users or manage billing. This is recommended for users in your organization.
Client: Limited access to features and inability to add entities to Syft. This is recommended for users who are clients of your organization.
You can view more details on these standard user roles by clicking on the dropdown arrow.
Manage Roles
To manage your user roles, navigate to Users and click on the pencil icon next to the user whose role you would like to amend. You can change their role and which entities they can see on Syft Analytics.
Create a Custom Role
With custom roles on Syft, you can create specialized user roles, drilling into the most granular details. For example, you may have a user who only needs access to certain graphs under "Visualize." You can then select those specific graphs, say Income vs. Expenses, Sales, and Cost of Sales, and deselect everything else.
To create a custom role, click on "Create a custom role." You will then need to name the role, give it a description, and choose the type of role—either Member or Guest.
You will then be prompted to name your role and decide which features Syft users who are assigned this role will have access to in terms of:
Reports
Other features
Entity specific access
Within these sections, you will see a drop-down arrow next to certain features you can click to expand on. For example, if you click on the Other section, you will see Oversight, Knowledge Center, add entities, upload TB & transaction list, and drill-down capabilities.
If you select or deselect a broader category, all of the components within that category will also be selected or deselected.
Guest Roles
You can also create and use guest roles to share entity data between different organizations on Syft. These roles enable each organization to maintain and manage its own Syft account and share data with other organizations.
For roles external to your organization, choose one of the roles labeled as a "GUEST." These include the following:
Accountant: Access tailored to accountants, including all reports and transactions. This is recommended for your accountant, who has their own Syft account.
Oversight: Access to top-level metrics in oversight only. This is recommended for users with their own Syft account, who only need to see account balances for your entities.
Account: Access to all reports excluding transaction-level data. This is recommended for users with their own Syft account, who only need to see account balances for your entities.
Full access: Access to all reports and transaction-level detail. This is recommended for users with their own Syft account who need total access to your entities.
Create a custom guest role
Similar to internal custom roles, you can create a specialized external role that drills into the most granular access details. For example, you may have an external user who only needs access to certain graphs under "Visualize." You can then select those specific graphs, say Income vs. Expenses, Sales, and Cost of Sales, and deselect everything else.
To create a new external role, navigate to the Roles section, click on "Create custom role" and toggle on "Guest." You can then customize this role as you would a member role.