Staff, roles and permissions

Who can see and do what in TSync is controlled by three things that work together:

• Staff accounts — the people who log in.
• Roles — a reusable named set of permissions (for example Sales, Accountant, Warehouse).
• Permissions — the actual rights (View, Create, Edit, Delete) for each feature.

A new staff member is normally given a role, and the role decides what they can do. You can still fine-tune one person on top of their role. Administrators bypass all of this and have full access.

Staff accounts

Open Setup → Staff (/admin/staff). You see every person who can log in.

Add a staff member

1. Click New staff member.
2. Fill in the name, e-mail and a password (the person uses the e-mail + password to log in).
3. Choose a Role (see below) — this sets their starting permissions.
4. Tick Administrator only for people who should have unrestricted access — an administrator ignores every permission and sees everything.
5. Leave Active ticked. Un-tick it later to block someone from logging in without deleting them.
6. Save.

Edit or deactivate

Click a staff member to change their details, switch their role, or un-tick Active to suspend the account. Deactivating keeps all their history; deleting removes the login.

Roles

Open Setup → Roles (/admin/roles). A role is a saved set of permissions you reuse, so you don't have to tick the same boxes for every person. Typical roles: Sales, Accountant, Warehouse keeper, Manager.

Create a role

1. Click New role.
2. Give it a clear name.
3. Tick the permissions it should have (see Permissions below).
4. Save.

Edit a role

Click a role to open it, change the ticks and Save. If staff are already using that role, a notice appears with a checkbox "also update the permissions of staff who use this role" — tick it to push your change to everyone on that role, or leave it unticked to change the role only for new assignments.

Delete a role

A role can only be deleted when no staff member is assigned to it. If you try to delete a role that is still in use, TSync refuses and tells you it is referenced — reassign those people to another role first, then delete it.

Permissions (the rights matrix)

When you edit a role (or a single staff member's Permissions tab), you see a table: each feature on the left, and its rights as checkboxes on the right. The available boxes depend on the feature, but the common ones are:

The TSync consoles also appear in this table with their own rights — for example Reports (TSync), Scheduler, Configuration Center, Module Management and Visual Theme Manager — so you can let, say, an accountant view and export Reports without giving them anything else.

Extra rights on the Leads feature

The Leads row of the matrix carries two extra tick-boxes, beyond the usual View / Create / Edit / Delete:

• List display & behaviour — lets this person open the leads list display settings page (how the leads list looks and behaves). This page was previously reachable by administrators only.
• Create web-to-lead forms — lets this person create, edit and delete the public web-to-lead capture forms. This too was previously administrator-only.

These two only unlock those specific admin screens. The leads list itself stays open to every staff member, exactly as before — ticking or clearing these boxes never hides the leads list.

Tick only what a role really needs. Give Administrator (on the staff account) only to people who should have full, unrestricted access — an administrator ignores the matrix entirely.

How a role and a person's permissions combine

• Assigning a role to a staff member fills in that person's permissions from the role.
• You can then open the person's Permissions tab and adjust individual boxes for that one person — useful when someone needs a little more (or less) than their role.
• Changing the role later only re-pushes permissions to existing staff if you tick "also update the permissions of staff who use this role" when you save the role.

A quick recommended setup

1. Create a role per job function (Sales, Accountant, Warehouse, Manager).
2. Tick the rights each role needs — start small, add more when someone asks.
3. Add your people under Setup → Staff and give each one the right role.
4. Keep Administrator for one or two trusted owners only.