Roles and permissions
The four workspace roles, what each one can do, how to change a role, and what a read-only Guest sees.
Everyone in a Syncek workspace has one of four roles: Owner, Admin, Member or Guest. A role applies to the whole workspace. A Guest can read records but not change them. There is no permission on a single object, list or record, so a Member can see and edit every record in the workspace.
What each role can do
- Member creates, edits and deletes records, imports and exports, saves views, writes notes and sends email.
- Admin also runs the workspace, including its name, its members, protected recipients, and the data model in Settings, then Data, then Objects and Settings, then Data, then Lists.
- Owner is also the only role that can delete an object, a list or the workspace itself. Whoever creates a workspace is its Owner.
- Guest changes nothing. A Guest who tries sees "Guests have read-only access. Ask an admin to change your role."
Changing a role
In Settings, then Workspace, then Members, Admins and the Owner open the menu at the end of a person's row, choose Manage roles, and pick Admin, Member or Guest. You can only change someone below you, so only the Owner changes an Admin, and nobody changes their own role.
Changing a role needs the Pro plan or above. On Starter, Syncek refuses the change. Roles already given stay as they are if the plan changes.
Remove from workspace sits in the same menu. The records and notes the person created stay in the workspace, under their name. If it was their only workspace, they also leave the organization.
Inviting people
Organization Admins and the Owner send invitations from Settings, then Organization, then Users and teams, with Invite users. A workspace Admin can also invite from that workspace's Members page, with Invite people. Every invitation names at least one workspace. The role in the invitation is Member unless you change it, and it sets the person's role in the organization. In the workspaces the invitation names, they join as a Member, or as a Guest if invited as one. Make someone a workspace Admin on its Members page once they have joined.