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Roles and permissions
Roles and permissions

Assign custom roles to your team with varying access on Syft

Nikhita avatar
Written by Nikhita
Updated over 6 months ago

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 internal roles

Syft offers a variety of standard roles which you can assign to as many people as you would like. Our standard roles include:

  • Owner: access to everything

  • Admin: access to everything except billing

  • Staff: access to everything except users and roles and billing

  • Client: limited access to specific reports and visualizations entities

You can view more details on these standard user roles by clicking on the dropdown arrow.

Manage Internal Roles

To manage your user roles, click on "Settings" then "Users" and navigate to "Your organization" in the top tabs.

Here you can invite new users, assign roles and manage the entity access that each user has. You have the option to change users' roles here or remove them altogether by clicking on the dustbin icon.

Using Syft's standard roles is an easy way to get your different users setup with all the information they need whilst not sharing information that they should not have access to. However, the standard roles are not flexible. If there are certain permissions granted to a role that you would like to amend, you need to create a custom role.

Create a Custom Internal Role

With custom roles on Syft, you can create very 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 new role, click "Create role" under the "Internal roles" top tab. 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:

  • Home

  • Entity Access

  • Add-ons

Within these sections you will see a drop-down arrow next to certain features which you can click to expand on. For example, if you click on the Oversight dropdown arrow you will be able to toggle off and on access to certain features this user role will have.

You will see that if you select or deselect a broader category then all of the components within that category will also be selected or deselected.

📓 Note

Selecting "Reports" under "Home" will automatically allow access to other features since they can be included in a report.

Remember to click "Save Role" once you are happy with your selections. From then on, this custom role will automatically come up as an option when you assign new users roles on Syft.

External Roles

You can also create and use external roles to share entity data between different organizations on Syft. They enable each organization to maintain and manage their own Syft account and share data amongst organizations.

Standard External Roles

Syft offers a variety of standard external roles which you can assign to as many people as you would like. Standard external roles include:

  • Accountant: access to all reports and transactions

  • Auditor: access to all reports and transactions

  • Oversight: access to summary reports only

  • Account: access to all reports except detailed transactions

  • Transaction: access to all reports and transactional detail

To assign an external role to a user, navigate to the "External organization" top tab and click on "Invite user". You can then select a standard external role from the dropdown menu to assign to the user.

Create a custom external role

Similar to internal custom roles, you can create a specialized external role drilling 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 "Users" tab and then to the “External Roles” top tab. Click on the “Create Role” button. You will then be prompted to name your external role and decide which features this role will have access to.

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