Permissions

Found in: Settings > Permissions

• Navigation
• Permission Groups
• Create a New Permission Group
• Edit Permission Groups
• Delete Permission Groups

The Permissions allow administrators to control user access rights across the platform. It defines what actions each user role can perform and which areas of data they can access.

By properly configuring permissions, you ensure that users can only view and manage the information relevant to their responsibilities, maintaining both operational efficiency and data security.

In this guide, you will learn how to view, create, and manage Permission Groups and Access Groups to control user capabilities and visibility within the system.

Let’s get started 🚀

Navigation

Step 1: Log in to your Syncontrol account and click Settings from the top navigation bar.

Step 2: From the dropdown menu, select Permissions.

Step 3: The Permissions Management page will open, displaying two main sections:

• Manage Permission Groups

• Access Groups

Each section allows you to configure how user roles interact with system features and data.

Permission Groups

The Permission Groups provide a complete overview of all user permission configurations within the system. It displays the data in a clear, table-like (matrix) format, making it easy to understand which users or roles have access to specific features, modules, or actions.

In this table:

• Columns represent user roles (e.g., Super Admin, Technician, Factory, Client Manager).

• Rows represent actions or modules (e.g., Document Delete, Vocabulary Store, Standards Edit).

• Each cell contains a checkbox that allows or restricts access for a specific action under a role.

Here is what each field in the Permission Groups table means:

Ref.	Field	Description
1	Role / Permission	The leftmost column lists all available actions or modules (e.g., booking documents delete, testing labs index, vocabularies store).
2	Role Columns	Each column represents a specific user role (e.g., Super Admin, Field Technician, Client Manager, Factory).
3	Checkboxes	Each cell contains a checkbox. A checked box means that the selected role has permission to perform that specific action.
4	Delete Button	Located at the bottom of each column, it allows you to remove the entire permission set for that role (used with caution).

Create a New Permission Group

You can create new permission groups to define role-specific access levels for different departments, teams, or user categories.

Step 1: On the Permissions Group page, click the + New Permission Group button located at the top-right corner.

Step 2: Fill in the required details in the New Permission Group form as follows:

Ref.	Field	Description
1	Permission Group Name	Enter a unique name in lowercase without spaces (e.g., inventory_manager).
2	Permission Group Label	Provide a readable name for display (e.g., Inventory Manager).
3	Role	Select the user role to which this permission group will apply (e.g., Admin, Technician).

Step 3: After completing the form, click Create to finalize the new permission group.

The group will appear in the permission table and can be edited or deleted anytime.

Edit Permission Groups

Step 1: From the Permissions Management table, locate the permission group you want to modify and click its name.

Step 2: Update the checkboxes for each role and action to allow or restrict specific permissions.

Step 3: Once the adjustments are complete, click Save Changes to apply updates.

Always double-check high-privilege roles (like Admin or Super Admin) to ensure only authorized users have full control access.

Delete Permission Groups

Step 1: Locate the permission group you wish to remove.

Step 2: Click the Delete (🗑) icon next to the group name.

Step 3: A confirmation dialog will appear — review the message carefully before confirming.

Step 4: Click OK to permanently delete the permission group from the system.

Once deleted, all users assigned to this group will lose their access until reassigned to another permission group.