Basic Setup
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      3. Basic Setup

      Syncly User Roles

      Syncly has three types of user roles, each with a higher level of access/capability

      Syncly does not create, store, or manage user roles in any way, rather all users are provisioned using an Identity Provider (IdP) service such as Azure, Okta etc. 

      You can learn more about setting up Identity Providers in Syncly.

      There are Three (3) types of users to know about: (in order of access permissions, higher to lower)

      1. Connector.Admin - A Connector Admin can add/remove Connectors to the Syncly platform, create Workflows, and view/edit Workflows created by any other user. 
      2. Admin - An Admin cannot add Connectors, but create Workflows and view/edit all Workflows created by other users.
      3. User - A user has the ability to create Workflows and can only view/edit only their own Workflows.
      4. PluginUser - A plugin user can publish documents & folders via the iManage/Sharepoint plugin but cannot create Workflows in the Syncly Web App

      It is normal for some users to have both Admin and Connector Admin roles assigned to them.

      ⚠️ Note: If you are using the iManage or SharePoint plugin, the end users must have the "user" role assigned to them.