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Permissions How To's

How to's for the Permissions guide.

How to Add New Permission​

In Synergy IDE, permissions are used to control user access to modules, screens, and operations. You can add new permissions through the Permissions Management interface. Steps:

  1. Open the Permissions module from the left navigation menu.
  2. Click on the Add New Permission or + button.
  3. Enter the following required fields:
    • Permission Name: A unique name for internal reference (e.g., Document.View).
    • Display Name: User-facing label (e.g., View Document).
    • Category/Module: The feature or module to which the permission belongs.
  4. Optionally, provide a description for clarity.
  5. Click Save to create the permission.

Once created, this permission can be assigned to roles or individual users via role management screens.

Note: Proper naming conventions and categorization help ensure consistent permission management across the platform.

How To Use Column Selector​

Click the column selector icon to toggle visibility of fields like Access, Project, or Description.

How To Edit Permission​

Click the permission from the list and select the edit icon to modify its description or metadata.

How To Search Permissions​

Use the search box in the upper-right to filter permission definitions by name or content.

How To Change Page Size​

Use the pagination controls at the bottom-left to display 10, 20, 30, or 50 permissions per page.